New York Rules to the Private Foundation as “Trust” In New York the admirable and highly instrumental private foundation is well-recognized means to venerable ends. Indeed in 2017 the … June 11, 2018 2 MIN READ
Should You Have an Estate Plan for Your Social Media Account? What happens when a Facebook account holder dies and leaves valuable assets such as family photo albums and digital wallet … June 8, 2018 2 MIN READ
The Intellectual Property Rights of Estates When Michael Jackson’s estate filed suit against ABC Inc. and the Walt Disney Company in May 2018 the world viewed … June 5, 2018 2 MIN READ
How Spousal Rollover IRAs Allow Estate Holder to Reduce Required Minimum Distribution from a Defined Contribution Plan Depending on the terms and conditions of a defined contribution plan a participant may elect to extend the tax-deductible life … June 1, 2018 2 MIN READ
“Unified Credit” Exemption Rules for Estate Gift and Formula Bequest Transfers With the enactment of the U.S. federal Tax Cuts and Jobs Act of 2017 (“Tax Act”) estate and gift transfers … May 27, 2018 0 MIN READ
Elder Law New York End-of-Life Agency Allows Refusal of Food and Water Directive Recently the board for End Of Life Choices New York approved an aggressive new document that would allow individuals to … May 24, 2018 2 MIN READ
Elder Law HHS Secretary Asks Former CVS Executive to Help Agency Lower Drug Prices Health and Human Services Secretary Alex Azar recently tapped former CVS executive Daniel Best to lead the agency’s effort to … May 20, 2018 2 MIN READ
Elder Law, CMS Issues New ID Cards Announces Increased Payments to Private Plans The Centers for Medicare and Medicaid Studies (CMS) recently made a pair of announcements regarding changes to some of the … May 17, 2018 2 MIN READ
Elder Law Connecticut Man’s Challenge to Still Living Father’s Estate Fails A federal court in Connecticut recently dismissed a lawsuit brought by a Connecticut man who felt jilted after being excluded … May 14, 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