Estate and Trusts
Special Care with Special Needs Trusts (SNTs): Providing Security and Care for our Disabled Loved Ones
I was inspired to write about Special Needs Trusts (SNTs), a legal tool that can provide security and care for…
Read MoreLGBTQ+ Home Care Law Set to Go Into Effect in New York Next Month
It is no surprise to LGBTQ+ individuals and their allies that nine out of ten of those who identify as…
Read MoreCharitable Remainder Trusts: A Way of Giving Back by Paying it Forward
Many of our clients look to explore the ways in which they can give back to their favorite charities. One…
Read MoreEstate Planning for the College-bound Kiddo
It is college decision time for so many families and their soon-to-be adult children. Most are fretting over the cost…
Read MoreLGBTQ+: NY’s Goal of Aging Without Discrimination
It is no surprise to LGBTQ+ individuals and their allies that nine out of ten of those who identify as…
Read MoreSignificant Increase in New York Medicaid Income and Resource Limits to Protect Individuals 65 and Over and Disabled Adults
In the past, Medicaid recipients who received MAGI Medicaid benefits (individuals under the age of 65) could lose their Medicaid…
Read MoreCase Study on Estate Tax Reduction Strategies: Business and Investment
In the following case study for business owners, Offit Kurman attorneys Herbert Fineburg and Charles “Max” McCauley illustrate an estate…
Read MoreHistoric Increase to Your Lifetime Exclusion from Federal Estate Taxes for 2023
Ironically, there is good news for some families due to rising inflation for gift and estate planning purposes. As a…
Read MoreShould Have Used Certified Checks
It has been a while since I have written about estate tax issues, but Estate of William E. Demuth, Jr., T.C.…
Read MoreThe Weekly Scenario: The Importance of Digital Assets in an Estate Plan
When creating an estate plan, it is important to consider how to deal with your digital assets. Technology is…
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