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Are Inherited Assets Taxable in New York?

Minimizing or eliminating taxes on an estate during life and at death is complicated. There are several taxes to consider.

June 9, 2025
Lost Will

I recently executed my will and other estate planning documents. I want to keep it in a secure location; however I am concerned that I may store it in a place where my executor cannot find it. What happens if the executor cannot find my will when I pass away?

April 16, 2016
Who Inherits My Estate If I Die Without a Will

I am unmarried and have no children. My parents are deceased and I have one sibling, a sister. I currently have no will. Who would inherit from my estate if I died without a will?

April 16, 2016
Capacity to Sign a Power of Attorney

My mother has just been diagnosed with Dementia. It is in the early stages and she is still very lucid, can she still sign a Power of Attorney?

April 15, 2016
Tax Consequences of Creating a Medicaid Trust

The typical Medicaid trust is a grantor trust for income and estate tax purposes. The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control.

April 6, 2016
Grantor Trust Rules

The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control. By spreading their income out, the earners were subject to the lower tax brackets.

March 18, 2016
Do I Need a Will to Go Through the Probate Process?

Do all Wills have to go through probate?

March 18, 2016
Caretaker Child Exemption

I have three children. My son has been living with me for the past few years. I have heard that there is no reason for me to engage in any estate planning because if I require nursing home care, all of my assets can be transferred to my son. Is that correct?

March 4, 2016
Are Spouses Safe? Governor Proposes Cuts to Medicaid Program

Each January, the Governor of the State of New York puts out a proposed budget from which the Legislative and Executive branches will base their negotiations to determine a final budget. The budget is set to be passed by March 31; the date that marks the end of the fiscal year for the State. 

March 4, 2016
Insufficient Power of Attorney

years ago, my mother signed a General Durable Power of Attorney and named me as Agent.  I was recently told that there is a possibility that the Power of Attorney may not cover all transactions.  Could that be true?

February 12, 2016
2016 New York State Estate Tax Update

I read somewhere that the New York State Estate Tax Exemption was increasing again this year, could you explain this to me?

February 8, 2016

In The Media

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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

In this guest post by Maria Torroella Carney, MD, FACP, learn what contributes to aging and what can be done to encourage healthy aging.

September 17, 2024 Read Article

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

June 28, 2024 Read Article