What is a trust, really? A comprehensive and digestible guide
What is a trust? Why make a trust? Are trusts only for rich people? If I make a trust, can my cat be a beneficiary?…
Does my loved one need a guardian?
Whether guardianship is appropriate for a loved one depends on a variety of factors. I help New Yorkers determine the best legal solution for mentally…
Free CLE: Defensive Estate Planning, JAN-15-2019
Defensive Estate Planning Class Strategies, Techniques, and Best Practices Dear Attorneys: You are invited to attend my free Continuing Legal Education course. The class explores…
Kinship Proceedings in Surrogate’s Court: What They Are, How They Work, and How They’re Won
In a Kinship Proceeding, the New York Surrogate’s Court seeks to determine who is entitled to inherit from the estate of a deceased person who…
A Successful Continuing Education
Thanks to Alec Dadisman of the National Law Institute for inviting Real Estate Attorney Jennifer Weisser, Esq. and me to teach Real Estate and Estate Planning…
You Don’t Need to be Poor (in Theory) to Receive Medicaid Long-Term Care in New York
Paying for home care aides and nursing home care, without spending a fortune, is a common concern of many of my clients. Why? Because long-term…
Removing the Executor: You Didn’t Hire Them, but You Can (Sometimes) Fire Them.
It isn’t uncommon for beneficiaries of a decedent’s estate to run into issues with the Executor of the estate (or “Administrator” if there is no…
When Should I Make a Will?
New Yorkers ask me this question all the time: “When is the right time to make a Will?” or “How much money should I have…
Free CE for Real Estate Agents Dec. 4th 2018
Real Estate & Estate Planning Strategies New York Real Estate Agents are invited to attend a free Continuing Education course entitled Real Estate & Estate…
Buying $1.00 for 50¢
My estate planning approach saves clients and their loved ones thousands of dollars and smooths the challenges associated with aging. Many New Yorkers believe that…