E Newsletter
- October 1, 2024 – Medicaid Countable Assets
- September 2, 2024 – Answering Your Questions–Avoiding Probate
- August 5, 2024 – Comparing Medicare vs. Medicaid
- July 8, 2024 – Comparing a Trust for a Person to a Pet Trust
- June 4, 2024 – Income for Life Trust vs Dynasty Trust
- May 2, 2024 – Answering Your Questions–Avoiding Probate
- April 1, 2024 – Comparing a Discretionary Trust to an Income for Life Trust
- March 5, 2024 – Trust for Minor vs Lifetime Discretionary Trust
- January 9, 2024 – Comparing UTMA to a Trust for the Benefit of a Minor
- December 1, 2023 – Transferring to Children versus to an Irrevocable Trust
- November 1, 2023 – Comparing a Revocable Trust with an Irrevocable Trust
- October 2, 2023 – Comparing a Living Trust with a Testamentary Trust
- August 1, 2023 – Comparing Power of Attorney with Guardianship
- July 5, 2023 – Comparing Health Care Proxy with Power of Attorney
- June 1, 2023 – Comparing Health Care Proxy with Living Will
- May 1, 2023 – Comparing Legal Documents, Legal Roles, and Government Benefits
- April 3, 2023 – Medical Malpractice Case for Keeping Patient Alive
- March 7, 2023 – Benefits of a Trust Compared to a Will
- February 2, 2023 – Preparing Your Will–Second Marriages
- January 6, 2023 – Unintentionally Disinheriting Family Members
- December 1, 2022 – Preparing Your Will–Special Beneficiary Trusts
- November 1, 2022 – Preparing Your Will–Avoiding Probate
- October 3, 2022 – Preparing Your Will–The Initial Consultation
- September 1, 2022 – Appointing an Agent to Handle Your Affairs
- August 2, 2022 – Role of an Elder Law Attorney
- July 7, 2022 – USA Today Article–Are You Prepared for Cost of Nursing Home Care?
- June 2, 2022 – Medicaid Transfer Penalty Trap–Part 5
- April 4, 2022 – Medicaid Transfer Penalty Trap–Part 4
- March 1, 2022 – Medicaid Transfer Penalty Trap–Part 3
- February 1, 2022 – Medicaid Transfer Penalty Trap–Part 2
- January 3, 2022 – Medicaid Transfer Penalty Trap–Part 1
- December 2, 2021 – Answers to Common Questions about Irrevocable Trust planning–Part 3
- November 1, 2021 – Answers to Common Questions about Irrevocable Trust planning–Part 2
- October 4, 2021 – Answers to Common Questions about Irrevocable Trust Planning
- September 2, 2021 – Protect Your Family Home for Your Spouse
- August 2, 2021 – Protect the Family Home for Children and Siblings
- July 6, 2021 – Protect the Family Home by Declaring an Intent to Return Home
- June 2, 2021 – Protect the Family Home – Transfer to Children vs Irrevocable Trust
- May 3, 2021 – Fair Hearing Decision re Home Equity Line of Credit and Irrevocable Trust
- April 1, 2021 – Life Insurance to Fund Trusts to Accomplish Your Estate Planning Objectives
- March 1, 2021 – Protecting Your Life Insurance
- February 1, 2021 – Second Marriages Unintentionally Disinheriting Your Children Part 3
- January 5, 2021 – Second Marriages Unintentionally Disinheriting Your Children Part 2
- December 2, 2020 – Second Marriages Unintentionally Disinheriting Your Children Part 1
- November 2 2020 – If I have a Trust, Do I need a Will?
- October 8, 2020 – Estate planning for your pet
- September 2, 2020 – Can a Successor Trustee be designated in case my Trustee becomes unable to serve?
- August 4, 2020 – Supplemental Needs Trusts for individuals with disabilities – “First Party” Supplemental Needs Trust
- July 7, 2020 – Can I sell real estate owned by my irrevocable trust?
- June 4, 2020 – How we are working with clients during the Covid 19 Pandemic
- March 2, 2020 – Child Selling Property Where Parent Reserved Life Use
- February 3, 2020 – 2 Siblings Live Together And One Enters A Nursing Home
- January 2, 2020 – Benefits Of Naming Your Trust As A Beneficiary Of Your Life Insurance And Retirement Accounts
- December 2, 2019 – Can I sell my house when my spouse is in a nursing home?
- November 6, 2019 – Using Unprotected Funds to Improve the Family Home?
- October 4, 2019 – Protecting the Family Home for the Community Spouse and Family
- September 3, 2019 – What can my Spouse Keep?
- August 1, 2019 – Does my spouse have to contribute his/her income towards my care?
- July 1, 2019 – What Is The Difference Between Medicare And Medicaid?
- June 4, 2019 – Second Marriages Can I Leave My Wife Life Use To My House
- May 1, 2019 – Can An Irrevocable Trust Be Revoked?
- April 2, 2019 – Leaving a Bank Account to a Grandchild to Age 25
- March 4, 2019 – How are Trust assets distributed after death?
- February 1, 2019 – Important Court Case: Right to Appeal Lost after Medicaid Denial When Nursing Home Handled the Application
- January 3, 2019 – Can I Transfer Additional Assets to my Irrevocable Trust?
- December 3, 2018 – Is a 529 College Savings Plan Protected from Medicaid?
- November 2, 2018 – Answering Your Questions: What Are the Risks of Adding My Mother’s Name to My Bank Account?
- October 1, 2018 – Is it Better to Simply Make Gifts to My Children rather than Setting Up an Irrevocable Trust?
- September 4, 2018 – Common Misconceptions: Will I Lose Control If I Set Up An Irrevocable Trust?.
- August 1, 2018 – Common Misconceptions: Will My Revocable Trust Protect My Life Savings?
- July 2, 2018 – Common Misconceptions: Do I Need A Lawyer to Apply for Medicaid?
- June 1, 2018 – Common Misconceptions: Is It Too Late to Protect Life Savings When Already in a Nursing Home?
- May 1, 2018 – Common Misconceptions: Can I Give Away $15,000 Per Year Without a Medicaid Transfer Penalty?
- April 2, 2018 – Common Misconceptions About Long Term Care Insurance
- March 1, 2018 – Common Misconceptions: Is My Retirement Account Protected from Long Term Care in a Nursing Home?
- February 1, 2018 – Common Misconceptions: Is My Life Insurance Protected from Long Term Care in a Nursing Home?
- January 2, 2018 – Common Misconceptions: Does Medicare Cover Long Term Care in a Nursing Home?
- December 1, 2017 – Online Resources
- November 1, 2017 – Friendly Reminders and Suggestions to Keep Your Affairs in Order
- October 2, 2017 – Legal Checkup: Being Prepared for Illness — Your Long Term Care Costs
- September 5, 2017 – Legal Checkup: Your Health Care Proxy
- August 7, 2017 – Legal Checkup — Your Power of Attorney
- July 5, 2017 – Legal Checkup: Your Will
- June 1, 2017 – Income For Life Trust
- May 1, 2017 – Life Use Trust to Provide a Place to Live
- April 3, 2017 – Support Trust to Manage Inheritance
- March 1, 2017 – Can an Irrevocable Trust be Revoked?
- February 3, 2017 – Court Decision Regarding the Medicaid Transfer Penalty
- January 3, 2017 – Important court decision regarding the Medicaid transfer penalty
- December 2, 2016 – Is it too late to protect any of your life savings when you are already in a Nursing Home?
- December 1, 2016 – “Spousal Refusal” in New York State
- November 1, 2016 – Is it Too Late When you are Already in a Nursing Home — Treatment of IRAs
- October 6, 2016 – Is it Too Late When you are Already in a Nursing Home — promissory notes
- September 6, 2016 – Is it Too Late When you are Already in a Nursing Home — Annuities
- August 2, 2016 – Is it Too Late When you are Already in a Nursing Home — Exempt Transfers
- July 7, 2016 – Is it too late when you are already in a Nursing Home?
- June 1, 2016 – Second Marriages — Unintentionally Disinheriting Your Own Family
- May 2, 2016 – Health Care Proxy vs. Living Will vs. Do Not Resuscitate (DNR) vs. MOLST
- March 1, 2016 – Can I make gifts to my grandchildren?
- February 2, 2016 – Medicaid Transfer Penalty Rules
- January 4, 2016 – Will that Fails to Leave to Intended Beneficiaries
- December 1, 2015 – Spousal Refusal
- November 2, 2015 – Use of Life Insurance to Fund Trusts
- October 2, 2015 – Supplemental Needs Trusts and Proposed New Law
- September 9, 2015 – Do Nothing vs. Long Term Care Insurance vs. Gifts vs. Irrevocable Trust–Part 4
- July 1, 2015 – Do Nothing vs. Long Term Care Insurance vs. Gifts vs. Irrevocable Trust–Part 3
- June 2, 2015 – Do Nothing vs. Long Term Care Insurance vs. Gifts vs. Irrevocable Trust–Part 2
- May 4, 2015 – Do Nothing vs. Long Term Care Insurance vs. Gifts vs. Irrevocable Trust–Part 1
- April 2, 2015 – Need for an annual legal checkup
- March 5, 2015 – Trust for Your Pets
- February 8, 2015 – Scam Alert: Recorded Deed Notice
- January 5, 2015 – New Basic Estate Tax Exclusion in New York State
- December 1, 2014 – Power of Attorney Gift Rider
- October 31, 2014 – Troubling Court Decision on Return of Transferred Assets
- October 1, 2014 – Medicaid Eligibility For Home Care — Part 2 of 2
- October 1, 2014 – Medicaid Eligibility For Home Care — Part 1 of 2
- September 2, 2014 – Protecting the Family Home for Children and Siblings When you are Already in a Nursing Home
- August 6, 2014 – Protecting the Family Home for Spouse When you are In a Nursing Home
- July 1, 2014 – Protecting the Family Home When you are Already Ill or In a Nursing Home
- June 3, 2014 – Protecting the Family Home — Transfer to Children vs. Irrevocable Trust
- May 1, 2014 – Problems with Using Non-Lawyer Company to Handle Your Medicaid Application
- April 1, 2014 – Supplemental Needs Trusts for individuals with disabilities — “Testamentary SNT”
- March 3, 2014 – Supplemental Needs Trusts for individuals with disabilities — “Third Party SNT”
- February 4, 2014 – New Law Alert!! — Medicaid Claims Against Personal Injury Lawsuits
- January 6, 2014 – Supplemental Needs Trusts for individuals with disabilities — “First Party SNT”
- December 5, 2013 –Medicaid Claims Against Personal Injury Suits
- November 1, 2013 –Grandparent Contributions to a 529 College Savings Plan–Part 3
- October 7, 2013 –Grandparent Contributions to a 529 College Savings Plan–Part 2
- September 10, 2013 –Grandparent Contributions to a 529 College Savings Plan — Medicaid Risks — Part 1
- August 2, 2013 –Risk of Transferring Assets to Children
- July 2, 2013 –Power of Attorney and Health Care Proxy
- June 4, 2013 –Common Misconceptions Part 3
- Apri 3, 2013 –Common Misconceptions Part 2
- March 6, 2013 –Common Misconceptions Part 1
- September 28, 2012 – 2nd Marriages Part 3 — Power of Attorney and Health Care Proxy
- July 26, 2012 – 2nd Marriages-Part 2 — Use of Trusts to Support Spouse and Protect for Children
- May 15, 2012 – 2nd Marriages Part 1 — Unintentionally Disinheriting Your Children
- April 23, 2012 – Estate Recovery Law Repealed
- March 7, 2012 – How Medicaid Treats Gifts
- February 13, 2012 – Recent NY Bar Association Journal Devoted to Elder Law
- January 20, 2012 – 2012 Medicaid Eligibility Levels
- December 6, 2011 – Disturbing Court Case Where Daughter Financially Assisted Mother
- March 28, 2011 – Important Court decision that could drastically lower the standard of living for the at-home spouse
- January 24, 2011 – Asset Preservation When Already in a Nursing Home — Purchasing Exempt Items
- November 8, 2010 – Medicaid Treatment of Individual Retirement Accounts (IRAs)
- July 12, 2010 – Applying for Medicaid Without an Attorney – Part Four
- June 1, 2010 – Applying for Medicaid Without an Attorney – Part Three
- April 20, 2010 – Applying for Medicaid Without an Attorney – Part Two
- February 24, 2010 – Applying for Medicaid Without an Attorney – Part One
- November 30, 2009 – Supplemental Needs Trusts
- October 11, 2009 – New Power of Attorney Law Effective September 1, 2009
- July 29, 2009 – Basic Estate Planning for Adults of Any Age
- June 5, 2009 – Special Beneficiary Provisions Containing Trusts
- February 27, 2009 – Can You Still Make Gifts to Your Grandchildren?
- January 14, 2009 – 2009 Medicaid Eligibility Levels
- April 22, 2008 – Asset Preservation When Already in a Nursing Home – Purchase Life Estate
- December 12, 2007 – 2008 Medicaid Eligibility Levels
- October 23, 2007 – Personal Service Contract
- January 3, 2007 – 2007 Medicaid Eligibility Levels
- July 20, 2006 – Trust for Pets
- February 9, 2006 – Deficit Reduction Act
- February 6, 2006 – New Law Punishes Retirees
- December 27, 2005 – Important Update on Pending Medicaid Legislation
- August 18, 2005 – New Legislation – You Can Now Pass On Stock To Your Heirs and Avoid Probate
- June 3, 2005 – Can You Rely on Information Provided by the Government?
- April 27, 2005 – Health Care Proxy