Estate Planning Avoiding Probate in New York New York estate owners can avoid probate with stipulation of transfer-on-death (“TOD”) designation of assets within their will or estate … July 18, 2018 2 MIN READ
Estate Planning The Tax-exempt Benefits of Spousal Rollover IRAs Rules of required minimum distribution (“RMD”) within defined contribution plan retirement funds are usually relatively little while a participant is … July 16, 2018 2 MIN READ
Elder Law Anthony Bourdain Leaves Bulk of Estate to Daughter but Wife Could Contest According to reports celebrity chef Anthony Bourdain has left the bulk of his $1.2 million estate to his young daughter … July 16, 2018 2 MIN READ
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
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 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
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
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
Blended Families Estate Planning, Estate Planning, Wills What’s In a Name: Choosing a Name for Your Trust A Living Trust is an estate planning vehicle that helps you avoid probate by transferring property to the people and … November 9, 2016 2 MIN READ
Elder Law, Elder law estate planning Nursing Home Evictions and your Rights as a Resident in New York No one wishes to end up in a nursing home or require assisted living care but for many Americans it … October 17, 2018 2 MIN READ
Newspaper Column “Disclaimer Trusts” For Couples With Taxable Estates Here's how they work. Each spouse sets up their own revocable living trust. Husband and wife are co-trustees of his … September 30, 2025 2 MIN READ
