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New York Estate Planning & Elder Law Blog

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Under the Radar: Autism in Seniors

Much needed attention is shined on children with autism. Recognizing signs of autism early during a child’s development to begin treatment and education relating to the disease for parents and caregivers has contributed to heightened awareness of the disease and its challenges. Less attention, however is being directed to seniors…

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Pro Se Proceedings Advice after Pappas v. Phillip Morris Inc.

In February 2019. The 2nd Circuit Court of Appeals heard the case of Pappas v. Phillip Morris, in which the plaintiff pursued Connecticut state law liability claim on behalf of her deceased husband’s estate. The district court previously dismissed some of the plaintiff’s claim on the basis that Connecticut did…

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Estate Planning Details to Always Disclose to Your Estate Planning Advisor

To create the best possible estate plan, it is critical to not only tell your advisor important information about your case. It is also critical to be honest. Failure to honestly disclose information about your financial status can lead to a number of serious complications and can sometimes even require…

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Bucking Trends: Age is Just a Number and More Seniors are Renting Rather Than Owning Their Homes

Words have meanings. They can quickly build-up or knock-down its recipients. One word emitting a great deal of comment is elderly. My father, an 82-year-old retiree, refuses to be identified as a senior. He prefers grey panther. He tells me that he wishes to be identified by the color of…

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What Does It Meant to Decant a Trust?

It is important to parents and grandparents who are engaged in estate planning to consider the various challenges that can arise. Failure to properly take these issues into consideration can result in estate plans being jeopardized. Fortunately, in these situations, it is possible to decant a trust. This article explores…

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