Estate and Elder Law

Recent Posts

John Dedon on Estate Planning: Kardashian Family Continues to Teach Estate Planning Lessons
Posted on 3 Nov 2015 by John Dedon

My March 30, 2015 Post, discussed how Kris Jenner, the matriarch of the Kardashian family, was confused about the difference between 1) her Will and the role of the Executor, and 2) her Living Will and the role of the agent. In an episode of "Keeping... Read More

Dedon On Estate Planning: 2015 Exemption - $5,430,000
Posted on 27 Feb 2015 by John Dedon

The IRS announced inflation adjustment tax items for 2015. Of interest on the estate and gift side, the annual exclusion remains at $14,000. However, the exclusion amount for taxpayers dying in 2015 increased from $5,340,000 to $5,430,000. Thus, a married... Read More

Making Your Mark: Using a Fingerprint When a Testator Cannot Sign the Will
Posted on 6 Feb 2014 by Jennifer Hillman

By Jennifer F. Hillman, Esq. We have all seen the movies where an illiterate individual signs an important document with an “X”. Even literate clients may have difficulty signing a document due to a severe physical impairment. Compliance... Read More

John Dedon On Estate Planning: Preparing a Certificate of Trust
Posted on 3 Dec 2013 by John Dedon

Clients often ask about a Trust "Certificate" or "Certification." A Trust Certificate serves as a summary of the Trust provisions, and is designed to provide third parties, such as banks, insurance companies, or financial institutions... Read More

McNees Insights: Estate Planning for Digital Assets
Posted on 10 Apr 2014 by McNees Wallace & Nurick LLC

By Andrew S. Rusniak It is often said that the law lags behind technology. One area where this sentiment is particularly applicable is estate planning for digital assets. In a world where our lives are becoming ever more digital, many estate planning... Read More

Ask Liza: Do I Need a Special Needs Trust for a Son on SSDI?
Posted on 27 Feb 2015 by Liza Weiman Hanks

Dear Liza: I have an adult son who is developmentally disabled. He is able to work and receives Social Security Disability Insurance as well as Medicare. Does he need a Special Needs Trust? I love it when someone asks me a question with a clear answer... Read More

John Dedon on Estate Planning: Good news on Estate Tax Exemption
Posted on 3 Nov 2015 by John Dedon

The IRS recently announced the inflation adjusted figures for gift and estate tax exemption amounts for 2016. The annual exclusion amount remains at $14,000. That is the amount that can be gifted to US citizens each year without eroding the per person... Read More

Recent Changes to New York's Estate Tax Laws
Posted on 17 Jun 2014 by David R. Schoenhaar

By David R. Schoenhaar, Esq.* Effective April 1, 2014, as part of the implementation of the 2014-2015 budget, the legislature and Governor Cuomo made significant changes to New York’s estate and trust income tax laws. According to Governor Cuomo... Read More