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
Probate Probate Judge Removes Executor without Hearing Over Failure to Account Estate A Kings County Surrogate’s Court judge recently removed the executor to an estate without a hearing over the individual’s failure … September 16, 2018 2 MIN READ
Estate Planning Protecting Your Estate from Investment Scams The record of retirement investment and trust fund fraud is extensive and not restricted to sales agents fiduciaries and retirement … September 14, 2018 2 MIN READ
Estate Planning SOLD!: Fiduciary Liquidation of Property Assets New York laws of intestacy and probate do not allow an executor to sell real estate or property belonging to … September 12, 2018 2 MIN READ
Estate Planning How to Obtain Guardianship Over a Parent As our parents age it may become necessary to take on a some type of guardianship role to help them … September 7, 2018 2 MIN READ
Fine Art Estate Asset Liquidation Within Estate Tax Law Fair market value of assets held by the estate is key for determining tax liability of an estate. In Estate … September 6, 2018 2 MIN READ
Probate What Happens if I Pass Away without a Will? While it might not be the most important things on peoples’ minds the truth is that all of us need … September 4, 2018 2 MIN READ
Estate Planning, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
Estate Planning Can New York Probate Judges Reject Parts of a Last Will and Testament? A last will and testament is an important legal document that tells our loved ones and the government how we … January 26, 2019 2 MIN READ
