Posts Tagged ‘estate planning’
YOUR LIFE IS EVER-CHANGING. YOUR ESTATE PLAN SHOULD BE, TOO.
When a client completes his or her estate plan, it often brings on a sense of accomplishment, relief, and comfort. Knowing you have a plan set in place – all…
Read MoreThe Increasing Relevance of Estate Planning
The COVID-19 pandemic has brought about unprecedented changes to our daily lives. For many people, this relentless health crisis has raised awareness as to how fragile life can be, and…
Read MoreEstate Planning In Times of Uncertainty
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. People are taking this time to get organized, assess their situations, and address their…
Read MoreThe Memories of 1999
For some, 1999 is only a distant memory, but for Blustein, Shapiro, Frank & Barone, LLP, 1999 marked the start of something great. It marked the ambition and commitment of…
Read MoreThinking of Seeing An Elder Law Attorney? Information You Need to Know
Meeting with an elder law attorney is a significant step, and can be fraught with uncertainty. People often come to see me in times of crisis when a parent or…
Read MoreFunding – 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…
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 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…
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