The attorneys in our Probate and Trust Administration Group assume responsibility for the often-complex process of settling estates ranging in size from the relatively modest to multi-million-dollar estates. This includes the preparation and filing of documentation with the probate court, the collection and appraisal of estate assets, the payment of debts and expenses, the preparation and filing of estate tax and fiduciary income tax returns, post-mortem tax planning, and the distribution of assets to the beneficiaries. Our attorneys and paralegals have many years of experience in providing these services in a thoughtful and efficient manner designed to minimize stress on family members.
Our attorneys often act in a fiduciary capacity, serving as trustees of both revocable and irrevocable trusts that we help establish for our clients. In our role as trustee, we give personal attention to the needs of trust beneficiaries while paying careful attention to the investment of trust assets and keeping in mind the goals and objectives of the individual who established the trust.
THE APRIL 15TH REPRIEVE
The Treasury Department recently announced that certain taxpayers will have an extra three months to pay income taxes that would otherwise be due on April 15, 2020, for the tax year 2019. This extension of time to pay is solely for …[ load webpage to read more ]
THE CORONAVIRUS CRISIS: CHANGES TO LONG-TERM CARE AND ESTATE PLANNING
Over the past few weeks, our country has been deeply impacted by the COVID-19 crisis. For seniors and those with disabilities, this health crisis is particularly challenging and scary. Recently, there have been changes to the Medicaid program and guidance …[ load webpage to read more ]
Upcoming Legal Clinic
Below is a listing for my upcoming elder law legal clinic. Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on …[ load webpage to read more ]
The Circuit Breaker Tax Credit: A Reason to Possibly Look Forward to Filing Your Tax Return
It is tax season again. You may be dreading it, or figuring you can ignore it because your income is low enough, especially if most of your income comes from Social Security. But, here is a reason to look forward …[ load webpage to read more ]
Does Your Power of Attorney Do What You Need it to Do?
Oftentimes at my elder law seminars I ask guests if they have a Durable Power of Attorney. Most people raise their hands. A Power of Attorney is needed to authorize someone to handle all your financial and legal affairs if …[ load webpage to read more ]
Make a New Year’s Resolution: Follow Frank and Mary
Frank and Mary are the fictional couple to whom I refer in my elder law seminars. They have the same questions and concerns you and your loved ones have. They also have the same interest you have in making your …[ load webpage to read more ]
This Season, Give Something Special and Ask for Something Special in Return
Every year around this time I like to remind people of some basic rules of giving: Gift Tax There is a cap (this year the number is $15,000) on the amount you may give to any one person in one …[ load webpage to read more ]
Give Your Spouse a Final Gift: Asset Protection
I often meet with a recently widowed man or woman together with one or more of their children. Typically, I am asked how the surviving parent’s assets can be protected should he or she later need nursing home care. Unfortunately, …[ load webpage to read more ]
Planning During the Last Year of Your Life
Thanks to modern technology and medical advances, the chances of detection of a chronic illness are much greater than they were say in the 1970s; the likelihood of living a bit longer and enjoying that extra time also outweighs that …[ load webpage to read more ]
Upcoming Legal Clinics
Below is a listing for my upcoming program. Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my You Tube …[ load webpage to read more ]