Elder Law New Study Predicts Factors for Longer Life A recent study by the University of California San Diego School of Medicine suggests that women whose mothers lived healthy … October 27, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part II: The Appraisal Process The New York Department of Taxation and Finance (‘DTF”) recognizes the Office of Real Property Tax Services (“ORPTS”) and Appraisal … October 17, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part I: Valuation Standards Estate planning involves asset valuation for purposes of taxation financial and investment planning and future distribution to heirs and beneficiaries … October 14, 2018 2 MIN READ
Elder Law New York Estate Law on Revoking a Trust Creating a trust is one of several ways folks can pass on the fruits of their hard work to family … October 10, 2018 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Caregiving, Elder Law Medicare Coverage for Mental Health Treatment Medicare helps seniors pay for a whole host of mental health treatment services including both inpatient and outpatient treatment services … September 26, 2018 2 MIN READ
International Trust Estate Planning a ‘Clifford Trust’ When planning an international trust a Clifford Trust will allow a grantor to transfer high net worth assets that produce … September 21, 2018 2 MIN READ
Elder Law Creating a Living Trust While Your Home Has a Due on Sale Clause Creating a living trust is one common way individuals plan their estates and keep valuable assets like homes and other … September 20, 2018 2 MIN READ
Financial Planning Cryptocurrency Risk: High Exposure Asset or Retirement Fund Disaster? When retirement investors are considering assets for estate or trust transfer one of the main priorities is the impact of … September 17, 2018 2 MIN READ
Elder Law, Elder law estate planning Understanding the Differences Between Revocable and Irrevocable Trusts Adding trust instruments to your estate plan can help a surviving spouse and other beneficiaries have access to assets while … November 4, 2019 2 MIN READ
Elder Law, Financial Planning What is a Blind Trust and Why Do They Matter? Blind Trusts Blind trusts are another type of trust that is established in order to set assets aside and preserve … December 6, 2016 2 MIN READ
Inheritance Planning Protecting Your Inheritance from RICO Violations The intent to commission conspire to commission or commission of a criminal act through intimidation coercion or solicitation of another … August 12, 2018 2 MIN READ
