By Marion M. Walsh, Esq. The end of the school year can bring relief for many students and parents, but also uncertainty and trepidation about the summer months. The new school year technically beings on July 1, 2015, although most…
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Summer Extended School Year Programs for Children with Disabilities
Tagged with: CSE, ESY, Extended School Year, Facebook Page, Least Restrictive Environment, LRE, special needs planning
Trusts and Your Heir with Special Needs
Trusts are a common estate planning tool and are used to keep assets out of a probated estate or to reduce an estate tax burden. Trusts can also be used to protect one’s heirs. There are instances when it may…
Proposed New Rules To Protect Investors’ Retirement Savings
On April 14, the Labor Department proposed new rules to provide greater protection for retirement savings. The proposed rules, if finalized, would strengthen requirements for brokers and investment advisers to act in the interests of investors with regard to individual…
Proposed New Rules To Protect Investors’ Retirement Savings
On April 14, the Labor Department proposed new rules to provide greater protection for retirement savings. The proposed rules, if finalized, would strengthen requirements for brokers and investment advisers to act in the interests of investors with regard to individual…
How Much Does It Cost Appoint a Guardian?
By Bernard A. Krooks, Esq. Clients often ask us how much it will cost to get a guardian appointed for a parent or other relative. It is hard to answer with precision, but it is a fair question. Let us…
Make Charitable Giving Part of Your Estate Plan
Charitable giving is a way to benefit a good cause while also earning tax advantages. However, there are ways to make charitable gifts even more advantageous, both during one’s lifetime and as part of one’s estate plan. One method is…
Make Charitable Giving Part of Your Estate Plan
Charitable giving is a way to benefit a good cause while also earning tax advantages. However, there are ways to make charitable gifts even more advantageous, both during one’s lifetime and as part of one’s estate plan. One method is…
Decanting a Trust Can Be an Effective Strategy to Update an Irrevocable Trust
By Alberthe Bernier, Esq., Littman Krooks LLP In the past, making alterations to irrevocable trusts was an expensive and public process that was generally done through the courts. In 1992, New York was the first state to enact a decanting…
Decanting a Trust Can Be an Effective Strategy to Update an Irrevocable Trust
In the past, making alterations to irrevocable trusts was an expensive and public process that was generally done through the courts. In 1992, New York was the first state to enact a decanting statute. In 2011, this statute was amended,…
File and Suspend:A Social Security Strategy for Married & Single Retirees
The Social Security claiming strategy known as “file and suspend” is often used by married couples entering retirement, but it can be useful for single retirees as well. Most people approaching retirement age are aware that the decision of when…
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