Estate and Elder Law

Recent Posts

IRS Allows Rollover of IRA from Estate to Spouse
Posted on 2 Apr 2012 by Gregory Herman-Giddens

As I tell my clients and audiences during presentations, one should never name one's estate as beneficiary of an IRA or other retirement account. If the estate is the beneficiary, whether from a purposeful designation, failure to name a beneficiary... Read More

FREE DOWNLOAD: Can a Homicidal Heir Realize the Fruits of the Crime Under New York Estate Law? - Hon. James D. Pagones, August 2011 Warren’s Heaton Legislative and Case Digest
Posted on 6 Oct 2011 by LexisNexis Estate & Elder Law Staff

By: Hon. James D. Pagones , Surrogate, Dutchess County It depends. As Woody Allen comedically stated: "I think crime pays. The hours are good, you meet interesting people, you travel a lot." 1 As the New York Court of Appeals concisely stated... Read More

Williams Mullen: Fiduciary Not Liable For Money Damages in Action to Recover Death Benefits: Stocks v. Life Insurance Company of North America
Posted on 30 Mar 2012 by Williams Mullen

BY: MARK S. THOMAS & ROBERT W. SHAW A federal district court recently applied the U. S. Supreme Court's decision in CIGNA Corp. v. Amara (2011) [ enhanced version available to lexis.com subscribers ], in a practical setting that illuminates... Read More

McNees Wallace & Nurick LLC: Have You Checked Your Beneficiary Designations Recently?
Posted on 8 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr Beneficiary designations are forms that are routinely completed for life insurance policies, retirement accounts and even some bank and investment accounts. The forms say who will receive the asset upon the asset owner's death... Read More

McNees Wallace & Nurick LLC: Have You Checked Your Beneficiary Designations Recently?
Posted on 8 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr Beneficiary designations are forms that are routinely completed for life insurance policies, retirement accounts and even some bank and investment accounts. The forms say who will receive the asset upon the asset owner's death... Read More

Williams Mullen: Fiduciary Not Liable For Money Damages in Action to Recover Death Benefits: Stocks v. Life Insurance Company of North America
Posted on 30 Mar 2012 by Williams Mullen

BY: MARK S. THOMAS & ROBERT W. SHAW A federal district court recently applied the U. S. Supreme Court's decision in CIGNA Corp. v. Amara (2011) [ enhanced version available to lexis.com subscribers ], in a practical setting that illuminates... Read More

FREE DOWNLOAD: Can a Homicidal Heir Realize the Fruits of the Crime Under New York Estate Law? - Hon. James D. Pagones, August 2011 Warren’s Heaton Legislative and Case Digest
Posted on 6 Oct 2011 by LexisNexis Estate & Elder Law Staff

By: Hon. James D. Pagones , Surrogate, Dutchess County It depends. As Woody Allen comedically stated: "I think crime pays. The hours are good, you meet interesting people, you travel a lot." 1 As the New York Court of Appeals concisely... Read More