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What Happens When a 529 Account Owner Dies?

New York’s 529 College Savings Program accounts are investment plans that enjoy tax-deferred growth. Withdrawals are income tax-free for qualified educational purposes associated with K-12 tuition, vocational school, college, or higher education.

April 20, 2026
Medicaid Recertification: Why Legal Guidance Matters

Having an experienced elder law attorney overseeing the Medicaid application and recertification processes can better one’s chance of achieving and maintaining Medicaid eligibility. 

April 10, 2026
What To Know If You Receive a Surrogate’s Court Citation

A citation is a notice from the Court, requesting that you make an appearance in a pending proceeding. In Surrogate’s Court, this typically means that a Will is being offered for probate, or someone is seeking authority to act in an estate where you are a necessary party.

April 6, 2026
What Happens If Your Spouse Needs Nursing Home Care in New York?

When one spouse requires nursing home care, Medicaid recognizes that the other spouse is still living in the community and still needs financial support.

April 2, 2026
Handling Stocks in a Probate Estate

While cash assets held in checking and savings accounts can be more straightforward to transfer to an estate, navigating a decedent’s interest in shares of stock can be a daunting task.

March 24, 2026
Tax Season is the Perfect Time to Review Your Estate Plan

Tax season is typically focused on reviewing the financial events of the past year, while estate planning is designed to prepare for the future. Although these areas may seem separate, they often overlap.

March 18, 2026
What Might Be Missing From Your Trust?

Probate is often triggered not by major assets, but by small details that were unintentionally overlooked.

March 12, 2026
A Lifetime in Law: The Career of Gail Prudenti and the Birth of Judicious Advice

From her time on the bench to her seven-year tenure as Dean of Hofstra Law School, Judge Prudenti has built a reputation for steady leadership and highly respected legal insight.

March 4, 2026
Who Qualifies for Community Medicaid in NY?

A New Yorker interested in applying for Community Medicaid – that is, long-term care provided by home healthcare aides – must meet certain income and asset limits to qualify.

February 24, 2026
What to Know Before Adding a Child to Your Home Deed

Adding a child’s name to your deed can have significant consequences, particularly if you later need nursing home care and apply for Chronic Medicaid. Medicaid eligibility rules are complex, and transfers of property can directly affect whether benefits are approved.

February 18, 2026
What Are the Signs That Someone Needs a Guardian?

In most cases, the need for guardianship does not arise suddenly. It develops quietly over time, as small warning signs begin to appear and slowly become harder to ignore. 

February 11, 2026

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Thought Leadership

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

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article

According to multiple published reports, comedian Jay Leno is asking a California court to grant him authority over the financial affairs of his wife Mavis, who is apparently suffering from severe dementia.

March 12, 2024 Read Article

In his first Law Day address, New York’s Chief Judge complained of the steady erosion of civics knowledge, and the resultant decline in civility, warning that, “The Framers knew that the consequence of constitutional ignorance, and being guided by passion rather than reason, was armed mobs.”

March 8, 2024 Read Article