Wealth Preservation
Are Farm Breweries The Answer For A Suffering Agriculture Industry?
In the Hudson Valley, we have a longstanding tradition of farm wineries. However, today with both national and local family brands of craft beers, spirits, and ciders coming into the…
Read MoreUpstate New York 2018 Super Lawyers
Continuing on a legacy of achievement, BSF&B Partners Gardiner “Tad” Barone, Richard J. Shapiro, Austin F. DuBois, and William A. Frank have all again been recognized as Top Rated Lawyers…
Read MoreCongratulations, Megan!
BSF&B Associate Megan Conroy was recently honored as an Orange County Rising Star by the Junior League of Orange County, NY, Inc. It was a well-deserved honor for a hard-working…
Read MoreAsset Transfers That Are Exempt From Medicaid Penalties
Under the Medicaid “look back” rules, gifts made by a nursing home resident within the five-year period preceding the date of filing a Medicaid application are scrutinized by the Department of Social Services to…
Read MoreSpousal Refusal: A Powerful “Crisis Planning” Medicaid Technique
For many married couples of advancing age, their greatest fear is that they may be forced to deplete virtually all of their assets if one or both requires long-term care.…
Read MoreTotten Trusts: A Technique for Distributing Your Assets at Death
The most common method of distributing assets after death is by a will. A will has precise legal requirements, can sometimes require a lengthy probate proceeding, and should be drafted by a…
Read MoreThinking of Sitting for the CELA Exam? What You May Want to Know Before Taking the Plunge
Read the article in the NYS Bar Association’s Elder and Special Needs Journal here. About three years ago I first considered taking the CELA exam administered by the National Elder Law Foundation…
Read MoreWhy You Need a Certified Elder Law Attorney
The Certified Elder Law Attorney (CELA) certification has frequently been referred to as “the gold standard” for elder law and special needs practitioners. This reflects the hard work and proof…
Read MoreMedicaid Asset Protection Trust
Given the escalating costs of long-term care (Orange County nursing homes currently cost an average of almost $12,000.00 per month), not surprisingly, people are searching for ways to shelter their…
Read MoreTHE IMPORTANCE OF TITLE: The Pitfalls of Joint Ownership
When people think about estate planning, the last will they executed 20 years ago undoubtedly comes to mind. Most never consider that the way their accounts are owned will have…
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