New York Elder Law New York Tax Law Rules of Domiciliary With President Trump’s recent immigration reforms impacting the domiciliary status of many New York residents estate trust administrators are faced … July 14, 2018 2 MIN READ
Research Shows Link Between Anxiety in Middle Age and Dementia Later in Life A recent study suggests that people with moderate to severe anxiety in middle age may be more likely to develop … July 10, 2018 2 MIN READ
Trusts The Trust as Fund Investor The primary benefit of trust and family foundation investment in stock funds is the transferability of those vested assets to … July 10, 2018 2 MIN READ
Inheritance Trusts Inheritance Rights of Children with Unmarried Parents In the United States the inheritance rights of children with unmarried parents are virtually the same as those of children … July 7, 2018 2 MIN READ
Estate Taxes How Will the New Tax Bill Impact Older Americans? The $1.5 trillion tax bill passed last year will likely have far reaching consequences on millions of seniors across the … July 5, 2018 2 MIN READ
Estate Planning Maximizing the Value of an Estate or Trust with Shareholder Transfers Legacy ownership of a business interest can continue to have control over an enterprise if that entity becomes part of … July 3, 2018 2 MIN READ
Estate Planning Analysis Suggests Medicare Prices Could Skyrocket 200 Percent for Some Retirees High income retirees could see some of their Medicare premiums skyrocket up to 203 percent in 2018 due to shifts … July 1, 2018 2 MIN READ
Estate Planning “Tax Cuts and Jobs Act” Affects Estate Planning Tax Rules Since congressional ratification of the “Tax Cuts and Jobs Act” of 2017 (“TCJA”) federal Internal Revenue Service (“IRS”) guidelines effective … June 28, 2018 2 MIN READ
Business Succession Derivative Action Lawsuits: Protecting the Interests of a Family-Owned Corporation If the interest of a family-owned corporation part of an estate or trust has been violated a derivative action lawsuit … June 25, 2018 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
