Elder Law, Elder law estate planning Authorities Warn about New Social Security Scam Calls Targeting the Elderly Authorities across the country are warning of new scams targeting elderly Social Security over the phone where individuals claiming to … December 28, 2018 2 MIN READ
Estate Planning Consumer Financial Protection Bureau Guide on Managing Elder Financial Affairs The Consumer Financial Protection Bureau (CFPB) recently released a set of helpful guides to help individuals manage the financial affairs … December 24, 2018 2 MIN READ
Estate Planning Combined Financial Estate and Legacy Planning When an elderly family member is diagnosed with Alzheimer’s related dementia it is time to discuss the details of legacy … December 23, 2018 2 MIN READ
Elder Law, Elder law estate planning Major Insurance Company Pulls Gym Membership Program As of January 1 2019 approximately 1.2 million seniors across will lose their SilverSneakers coverage on Medicare Advantage plans that … December 20, 2018 2 MIN READ
Estate Planning Dead Man Walking or Dead Man’s Statute? In October 2018 new statutory legislation recommended by the Irish Law Reform Commission of the country’s cabinet considered a rule … December 16, 2018 3 MIN READ
Estate Planning Trump Tax Conundrum Will Likely Lead to Estate Rule Reform The news that the First Family protected their assets from additional taxation is now the subject of Congressional debate over … December 9, 2018 2 MIN READ
Estate Planning Why Millennials are Estate Planning Early For most millennials the thought of taking responsibility for end-of-life financial planning is a daunting if not unfathomable task. Estate … December 7, 2018 3 MIN READ
Estate Planning The Estate Risks of Nuncupative Will Formation The release of Stormy Daniels’ memoir Full Disclosure by St. Martin’s Press is a landmark case of a legal matter … December 3, 2018 2 MIN READ
Estate Planning Estate Planning for Entrepreneurs and Founders Part 3: Advanced Wealth and Estate Transfer The final step in a three (3) part series advanced wealth and estate transfer planning allows an estate owner to … December 1, 2018 2 MIN READ
Estate Planning Saving an Estate Charitable Deduction through Qualified Reformation On Dec. 12 2014 the Internal Revenue Service issued Private Letter Ruling 201450003 in which it considered whether an estate … January 14, 2015 2 MIN READ
Newspaper Column Avoiding Elder Financial Abuse Recently, the Internet Crime Complaint Center of the FBI reported almost ten thousand complaints involving tech scams targeting older adults … September 30, 2025 1 MIN READ
Elder Law, Medicaid Planning, Medicaid Trusts Elder Law Issues with Second Marriages Our New York elder law estate planning lawyers understand that handling long-term planning issues can be particularly delicate when there … January 18, 2012 2 MIN READ
