Elder Law More Insurers Offering Medicare Advantage Plans to Help Seniors get Healthcare When open enrollment begins for Medicare many seniors across the country will notice an expanded range of health care plan … November 24, 2018 2 MIN READ
Estate Planning QTIP Trust Protects the Interests of Inheriting Children from Preceding Marriages The formation of a Qualified Terminable Interest Property (“QTIP”) trust is a tax-exempt estate planning option that allows for an … November 19, 2018 2 MIN READ
Estate Planning Trusts and Estates Planning for Same-Sex Couples QTIP Trust Planning for Same-Sex Couples When the United States Supreme Court struck down the Defense of Marriage Act (“DOMA”) … November 15, 2018 2 MIN READ
Elder Law, Elder law estate planning What is the Best Trust for Special Needs Planning? Caring for a child with a disability creates challenges beyond our lifetime and often takes resources beyond what federal safety … November 13, 2018 2 MIN READ
Estate Planning The Reinvestment Benefits of Viatical Settlement Viatical settlement has become a popular strategy for investors seeking immediate liquidity for end-of-life expenses. Distinct from other derivative products … November 11, 2018 2 MIN READ
Estate Planning Why a Life-care Policy is a Value-added Investment New York insurance laws allow for insurance providers to offer insured seniors life-care policy coverage. A specialized form of insurance … November 9, 2018 2 MIN READ
Elder Law, Elder law estate planning Calculating Your Break Even Point with Social Security Benefits Figuring out the best time to claim Social Security benefits is an important part of retirement planning that can have … November 5, 2018 2 MIN READ
Elder Law Federal Regulators Issue Warning About Risk of Cryptocurrencies Tied to Retirement Accounts The Securities and Exchange Commission (SEC) recently issued a warning to consumers about the risk associated with adding cryptocurrencies to … October 30, 2018 2 MIN READ
Estate Planning New York Homestead Exemption and Probate Homestead exemption protect property assets from probate. Properties recognized under laws of homestead are off-limits to creditors seeking attachment. New … October 27, 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
