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The Importance of Updating Your Beneficiary Designations

Many people think that once they sign a will or a trust, all of their assets will follow those instructions. The truth is that certain accounts do not go by what your will says.

October 30, 2025
Power of Attorney and Statutory Gifts Rider

Question: Two years ago my sister used a Power of Attorney given to her by my mother to withdraw $100,000 from my mother’s bank account.

September 24, 2018
Will the Government Take My Home If I Apply for Medicaid?

The government does not take the home of applicants who need assistance from the Medicaid long term care program. However, without proper planning, there is a potential that the government will not cover the cost of your care or will put a lien on your home during your lifetime or after you die as repayment for care that you received.

September 17, 2018
Right of Sepulcher

Question: I was chatting with friends over coffee this evening and someone mentioned the “right of sepulcher”. What exactly is that right?

September 7, 2018
Estate Planning for Snowbirds

My spouse and I live in our home in New York in the summer and we spend the winter at our condo in Florida. We are looking to do estate planning and also prepare for if either of us need long term care in the future. Should I see an attorney in New York or Florida?

August 13, 2018
Estate Planning Documents to Discuss with Your Doctor

It is never a bad idea to discuss your health care proxy with your physician. A health care proxy is a document that states who will make medical decisions for you if you lose your mental capacity and are unable to make these decisions for yourself.

August 6, 2018
Prepaid Burial

Question: I’ve already bought a plot. Are there any other steps I should take to plan my funeral?

July 23, 2018
Pet Trusts

Question: My spouse and I do not have any children of our own, but we have two dogs who we care for and treat as our children. We want to make sure they are taken care of should a time come when we no longer are able to and when we pass away. Is there any kind of estate planning we can do to make sure our dogs are cared for?

July 13, 2018
The Case for Naming a Trust as Beneficiary of Retirement Funds

One of the most misunderstood planning strategies is that Retirement funds, such as 401(k)s, 403(b)s, traditional individual retirement accounts (IRAs) and Roth IRAs should not name a trust as designated beneficiary. My clients are often advised to name individuals and not trusts, even minor or disabled beneficiaries.

July 2, 2018
Estate Closure and Fiduciary Liability

I am the Executor of my father’s estate. I have collected the assets and paid the expenses and am ready to close the estate. How should I proceed?

June 22, 2018
The Next Step After the Community Medicaid Application is Submitted

One of the issues that we see facing many of our clients is an inability to implement and access services once an application for Community Medicaid has been filed and approved.

June 18, 2018

In The Media

News Mentions

Our Blog

Thought Leadership

We’re proud to share that our Partner, Hon. Gail Prudenti, has written a featured column for Long Island Business News titled “Understanding New York’s Court of Claims.”

October 6, 2025 Read Article

In the landmark case of Connelly v. United States, the Supreme Court addressed critical issues concerning the estate tax implications of life insurance proceeds used in the redemption of stock in closely held corporations.

June 17, 2025 Read Article

Our criminal courts protect victims. Our civil courts provide a forum for the peaceful resolution of disputes. Our family and surrogate’s courts guide families through what may be the most traumatic experience of their lives.

May 13, 2025 Read Article

As we reflect on the complexities of family law, let us work together to support our justices, understanding the weight of their responsibilities and the importance of their decisions.

May 13, 2025 Read Article

The Medicaid Asset Protection Trust (“MAPT”) is alive and well in the Elder law practitioner’s toolbox and is the best option for protecting real property.

May 13, 2025 Read Article

The federal government and the marketplace are undergoing revolutionary changes that will inevitably transform the business of law and operation of courts. The question arising from the uncertainty is, how so?

May 6, 2025 Read Article