Estate and Trusts
LGBTQ+: 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 MoreThree Reasons a Lawyer Should Settle Your Estate
When a loved one has died, the shock and sorrow of their loss may quickly lead to another emotional jolt—the…
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 MoreWhy Your Estate Plan Might Need an Update
An estate plan is a set of papers that usually includes a will, durable power of attorney, and advance medical…
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 MoreEmpower Your Loved Ones with a ‘Power of Appointment’
Preparing an estate plan means having a say in what happens to your wealth after you are gone. Through a…
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 MoreIs Same-Sex Marriage in Jeopardy?
This article has been updated. The Supreme Court’s decision overturning Roe v. Wade has sent abortion-rights advocates reeling. In a…
Read MoreLeaving Little to Chance — A Trust for Your Financial Legacy
Receiving an inheritance can seem like winning the lottery. A financial windfall lands on your doorstep and promises to change…
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