Trusts

An integral part of our practice involves planning with the assets of individuals who are disabled or have special needs. These...

At some point, most people experience that enlightening moment when they realize there is a risk of losing their assets if they fall ill...

The look-back period is very different from the penalty period and as always the rules are different depending on whether you are seeking...

Estate planning documents need to be regularly reviewed. I often tell clients to review their estate plan every three to five years or...

I recently entered the world of beekeeping. When contemplating this new hobby, I obviously vetted my ideas with friends and family (not...

In Yorktown, NY and the surrounding community, I often see the homestead as the single most valuable asset of an estate. The “American...

Over the years, I have found that one of the biggest obstacles preventing clients from pulling the trigger on a Medicaid Trust is the...

PLANNING FOR THE NEEDS OF A DISABLED PERSON According to the Centers for Disease Control and Prevention (“CDC”), approximately 20% of U.S...