Poor Drafting Leads to New York Court Holding Trust Assets as Available Resource Medicaid Asset Protection Trusts are a key planning strategy to protect assets and help qualify for long […]
Read More »10 Types of Trusts: A Quick Look
10 Types of Trusts: A Quick Look Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, […]
Read More »Wills vs. Trusts: A Quick & Simple Reference Guide
Wills vs. Trusts: A Quick & Simple Reference Guide Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like […]
Read More »3 Asset Protection Tips You Can Use Now
3 Asset Protection Tips You Can Use Now A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. […]
Read More »Adam Demetri, Esq. has been approved by the New York State Education Department as a Continuing Education Provider
Adam Demetri, Esq. has been appointed by the New York State Education Department as an approved Continuing Education Provider We are very pleased to announce that our principal attorney, Adam Demetri, […]
Read More »Long-Term Care Planning, Part 2: Your Funding Options
Long-Term Care Planning, Part 2: Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for […]
Read More »Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse
Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking […]
Read More »Caution: Is Your Asset Protection Plan Set Up to Fail?
Caution: Is Your Asset Protection Plan Set Up to Fail? You may be surprised to learn that not only has asset protection planning been around for a long time, but […]
Read More »Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous […]
Read More »3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. But in reality, anyone can be sued. A […]
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