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New York Estate Planning & Elder Law Blog

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A Reminder on Non Charitable Deductions from Dieringer v. Commissioner

In a case that provides an important lesson about the role of charitable deductions, The Ninth Circuit recently affirmed a tax court’s decision to sustain a deficiency against an estate because the estate had overstated its amount of charitable deductions. In the case, Ahmanson Foundation v. United States, the Ninth…

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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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