Estate Planning & Wealth Preservation Practice Group
An Introduction to Estate Planning and planning documents that cover the following
- ESTATE PLANNING BASICS
- An Introduction to Estate Planning
- Probate and Non-Probate Property
- Potential Pitfall – Joint Ownership of Bank Accounts
- Potential Pitfall – Informally Prepared Beneficiary Designations
- IMPORTANT ESTATE PLANNING DOCUMENTS
- Last Will and Testament
- Revocable Trust or Living Trust
- ANCILLARY ESTATE PLANNING DOCUMENTS
- Durable General Power of Attorney
- Health Care Power of Attorney or Health Care Proxy
- Living Will
- Planning For Long-Term Care
- THE FEDERAL ESTATE, GIFT AND GENERATION-SKIPPING TAX
- Federal Applicable Exclusion Amount (or “Unified Credit”)
- Generation Skipping Transfer Tax
- Unlimited Marital Deduction
- NEW YORK ESTATE AND GIFT TAX
- New York’s Limitation
Last-Minute Medicaid Planning for Loved Ones in Nursing Homes, by Shane M. McCrohan
An Introduction to Estate Planning, John S. King – This memorandum is designed as a preliminary introduction to a number of important concepts and terms involved in the estate planning process.
Boomers Be Advised and Be Aware, John S. King
Budget Bill Changes Social Security Claiming Strategies, John S. King
But I Don’t Need A Will, Richard D. Boyle
Charitable Gift, 2016, by Jeffrey M. Fetter
Digital Asset Planning, by Meghan McGrattan Pompo
Estate Planning the Second Time Around, John S. King, Elder Law Attorney, vol. 8, no. 3 (Summer 1998): 11-14. The purpose of this article is to suggest to the estate planning lawyer that he or she seriously consider counseling clients to go through the estate planning process a second time around, but that this time they consider working on the estate plans of their children as well as their own.
“Estate Planning for Closely Held Business Owners”, John S. King for the June 3, 2005 edition of the Central New York Business Journal.
IRA Qualified Charitable Distribution (QCD) Provision Now Permanent, by Thomas Bezigian, Jr.
Is an Annual Exclusion Gift on Your List?, by Steven A. Walker
New Estate Basis Reporting Requirements, by Anthony J. Grizanti and Meghan A. McGrattan
New York Approves Tax-Advantaged Savings Account (“ABLE Account”) for Disabled, by Shane M. McCrohan
New York Imposes Estate Taxes on Non-Residents Owning New York Real Property, by Stewart M. McGough
New York Just Can’t Seem to Let You Go, by Jeffrey M. Fetter
New York Medicaid Eligibility and Limits, 2017 Changes, by Shane M. McCrohan
New York State Estate Tax Alert, by John King
New York Supplemental Needs Trust, by Anthony J. Grizanti
Proposed IRS Regulations to Curtail Valuation Discounts to Family-Controlled Entities, by Thomas Bezigian, Jr.
Should I Update My Estate Plan?, by Meghan A. McGrattan
The Perils of IRA Beneficiary Designations: When Even a Judge Can’t Save You, Thomas Bezigian, Jr.
The Use of Revocable Trusts in Your Estate Plan, by Anthony J. Grizanti and Meghan McGrattan
To Probate or Not to Probate – The Potential Life Insurance Policy/Stock Quagmire, by Jeffrey M. Fetter
Wait! I Thought that New York Didn’t Have a Gift Tax?!, by Anthony J. Grizanti