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Elder Law

Shapiro Selected for Council of Advanced Practitioners Membership

BSR&B Partner Richard J. Shapiro receives Council of Advanced Practitioners Membership

Blustein, Shapiro, Frank & Barone, LLP is proud to announce that Partner Richard J. Shapiro has been selected as a member of the Council of Advanced Practitioners (CAP) by the National Association of Elder Law Attorneys (NAELA). NAELA is a national organization comprised of attorneys whose practices include working with the legal problems of aging…

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4 Trusteeship Misconceptions in a Special Needs Trust

October is Special Needs Planning Month

Special Needs Trusts have two primary objectives: Fiduciary management and government benefit eligibility. Special Needs Trusts provide fiduciary management and oversight for individuals who are unable to take direct custody of property, typically as a result of a cognitive limitation, lack of judgment, or susceptibility to financial manipulation. In this way, Special Needs Trusts are…

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BSF&B partners recognized by Upstate New York Super Lawyers

Upstate New York Super Lawyers 2019

Blustein, Shapiro, Frank & Barone, LLP Partners Gardiner “Tad” Barone, Richard J. Shapiro, and William A. Frank have once again been included on the New York Super Lawyers list. Super Lawyers is a national and independent third-party rating service of outstanding lawyers who have attained a high degree of peer recognition and professional achievement. The…

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Funding – the “Glue” of a Successful Estate Plan

Funding: The Glue of a Successful Estate Plan

When most people think about their estate planning, they usually focus on whether they should have a will or living trust as their primary estate planning document. This “debate” (which has raged in the estate planning community for years) misses a fundamental point: if assets are not owned by, or if beneficiary designations are not…

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