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Estate and Trusts

Significant Increase in New York Medicaid Income and Resource Limits to Protect Individuals 65 and Over and Disabled Adults

January 20, 2023 | Share:
Closeup of the homepage of Medicaid.gov seen on a smartphone.

In the past, Medicaid recipients who received MAGI Medicaid benefits (individuals under the age of 65) could lose their Medicaid…

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Case Study on Estate Tax Reduction Strategies: Business and Investment

October 14, 2022 | Share:
piggy bank with calculator.

In the following case study for business owners, Offit Kurman attorneys Herbert Fineburg and Charles “Max” McCauley illustrate an estate…

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Historic Increase to Your Lifetime Exclusion from Federal Estate Taxes for 2023

October 10, 2022 | Share:
piggy bank with calculator.

Ironically, there is good news for some families due to rising inflation for gift and estate planning purposes. As a…

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Should Have Used Certified Checks

July 15, 2022 | Share:
Realtor discussing terms with client. Realtor has calculator in their and and client is holding a pen.

It has been a while since I have written about estate tax issues, but Estate of William E. Demuth, Jr., T.C.…

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The Weekly Scenario: The Importance of Digital Assets in an Estate Plan

June 18, 2021 | Share:
Phone password lock for mobile cyber security or login verification passcode in online bank app. Data privacy and protection from hacker, identity thief or cybersecurity threat. Laptop and smartphone.

  When creating an estate plan, it is important to consider how to deal with your digital assets. Technology is…

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The Weekly Scenario: Witnesses and Wills

June 11, 2021 | Share:

Some clients ask why all the formalities when we execute estate planning documents such as a Will.  When a client…

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The Weekly Scenario: Estate Planning in 2021

June 3, 2021 | Share:

What may be the best word to describe estate planning in 2021? I submit ‘uncertainty’.  This year may be the…

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The Weekly Scenario: No One is Too Old to Make IRA Contributions Now

May 24, 2021 | Share:

By the time this article is published, ‘tax season’ for the 2020 reporting will be coming to a close.  Tax…

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The Weekly Scenario: Trust Decanting

May 13, 2021 | Share:

What is trust decanting? Trust decanting is the act of distributing assets from one trust to a new trust with…

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The Weekly Scenario: Required Minimum Distribution (“RMD”) under the SECURE Act

May 6, 2021 | Share:

Is there a year of death for Required Minimum Distribution (“RMD”) under the SECURE Act? Even over a year in…

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