Newsletters
January 2024 - Monthly News Article One: Building an Estate Plan for Adult Children with Disabilities Article Two: Transition Plans Support Adolescents with Disabilities Article Three: 5 Healthy Holiday Nutrition…
Fiduciary Services
As the Trustee of a Trust in New York, What Responsibilities Can We Manage for You? Being the trustee of a trust is a very important role as you protect…
What Do I Need to Know About New York State Gift and Estate Taxes?
Estate Planning Attorneys Help You Understand New York State Gift, Inheritance, and Estate Taxes You have worked hard to accumulate assets so that you may pass your legacy to your…
The Importance of Elder Planning: Luke Perry
It was February 27th when Fox announced that the beloved 90s television hit, Beverly Hills, 90210, was picked up for a reunion series of six episodes. It came as a…
Can a Bank or Mortgage Lender Call In the Mortgage if…?
… My spouse died, and I am the surviving tenant by the entirety of our house? … My parent died, and I am the surviving joint tenant of our house?…
“Per Stirpes”, “By Representation”, “Per Capita”-What Do They Mean?
If you die without a Last Will and Testament or a Trust, the New York State laws of intestacy will govern the disposition of your property to your “distributees”, your…
FAQ1: What is the difference between a First Party Special Needs Trust and Third Party Special Needs Trust?
Frequently Asked Question #1: What is the difference between a First Party Special Needs Trust and Third Party Special Needs Trust? Several factors should be considered when determining whether a…
Should You Disinherit a Family Member Because They are Receiving Some Kind of Government Benefits?
One of the most frustrating things as a Special Needs planning attorney is to have someone in my office doing planning and they tell me that they need to disinherit…
What is the Difference Between Per Stirpes and Per Capita?
Often we are asked by our clients to differentiate between “per stirpes" and “per capita”. For this blog post, we would like to revisit a blog that explains the difference…
Special Needs Trust Fairness Act Now Passed in New York!
Back in December of 2016, we shared the wonderful news of President Obama signing the Special Needs Trust Fairness Act into law. When announced, New York State was out of…