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Matthew Kiernan, Esq. has been appointed as co-chair of the Suffolk County Bar Association's Surrogate’s Court Committee for the 2024 – 2025 term.

A SLAT is an irrevocable trust created by one spouse for the benefit of the other that can help reduce estate tax liability at the time of death.

Both SNTs and ABLE accounts allow people with disabilities to save money without affecting their eligibility for public benefits such as SSI.

Whether it be through New York's Mental Hygiene Law Article 81 or SCPA Article 17-A, it is possible to provide for the needs of vulnerable adults. 

Understanding the rules of the irrevocable trust and who can access the trust can be complicated. Here are some rules to keep in mind.

Many traditional rights having to do with health care, taxes, and inheritance do not apply to unmarried couples, making estate planning even more important.

The Connelly vs. IRS ruling has significant implications for buy-sell agreements and corporate redemptions.

Learn what a Medicaid Asset Protection Trust (“MAPT”) is and whether or not assets in a Medicaid trust still enjoy a step-up in tax basis at death.

Attorney Paul M. O'Brien was honored at the EAC Network Golf for Good event for his work as a legal advisor for EAC’s Community Guardianship Program.

There are several factors in determining if a cash gift is a taxable event for the gift-giver.