The state of New Jersey is at war with lawyers who engage in the practice of Medicaid planning. Medicaid is a medical assistance program for needy...
Eldercare Lawyer Blog
Paving the Way To Federal Court
The other week, a federal judge made a ruling in one of the federal cases that I filed, paving the way for that lawsuit to proceed against the State...
Making Your Federal Case
Those of you who read my column regularly (and I have to tell you, there are many of you) know that I have been engaged in a series of lawsuits...
Disability Planning 101
I read that 55% of people die without a last will and testament. That statistic doesn't surprise me at all. I think Wills are the subject of much...
The New Federal Estate and Gift Tax
In mid-December 2010, Congress passed and the President signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act...
Keeping It in The Family
Many younger family members provide care to older family members. For instance, a mother might move in with her daughter, and the daughter might...
Taxing Your House
June 2012: Taxing Your House Many of the people with whom I meet are still confused about the taxability of the profit they realize upon the sale of...
Do I Need a Power of Attorney?
What is the difference between a power of attorney and a guardianship? In one form or another, I find myself answering this question several times a...
Will Barack Obama Increase the Federal Estate Tax?
"We need to change our estate planning documents before the end of the year when the Bush tax cuts expire." For the past month or two, some couple...
The Devil is in the Details
The Superior Court of New Jersey, Appellate Division, recently decided a case that almost seems comical, but the parties in the case probably aren't...
The Drawbacks of a Trust
What is a trust? Most of us have heard the word "trust" and most of us have a basic understanding of what a trust is, but few people seem to really...
Will You Do Everything for Me? Understanding Executor Duties
I have been practicing elder law for twenty years. The benefit of concentrating my practice in one area of the law is that everything I do is...
Planning for Minor Beneficiaries
Many people choose to leave a part of their estate to beneficiaries who are minors. Some people leave assets to a minor beneficiary indirectly;...
Planning Options For the Solo Senior
PLANNING OPTIONS FOR THE SOLO SENIOR What happens to those people who truly have no one to help them? No one who can, or even would, make decisions...
Who’s My Client?
"My mother needs a Will and a power of attorney," the woman's voice says over the phone. "When can I'm come see you." In traditional attorney-client...
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Recent Posts
Be Proud, But Plan
Estate planning for a gay couple requires that the attorney consider several issues. One of the most important issues is the legal status of the couple. Is the couple a registered domestic partnership? Is the couple legally married? Or is the couple neither a...
I Want To Avoid Probate
“I want to make it as easy as possible for my family after I die. What should I do? How do I avoid probate? I heard probate was complicated.” These are statements that I hear every day from clients. After someone dies, managing their affairs is “estate...
What Taxes Will My Family Actually Have to Pay?
What taxes will my family pay after I die? Many of my clients are concerned about the taxes their family will have to pay after their death, so I hear this question quite often. In recent years, the potential of estates paying a death tax has been reduced...
An Irrevocable Trust Isn’t the Only Way Forward
“Can I use a revocable trust for that instead of an irrevocable trust?” I get that question a lot from clients. Whether you need a revocable or an irrevocable trust depends on what you are trying to accomplish with the trust. A trust is a fiduciary relationship...
Planning for a Second Marriage
What should a married couple in a second marriage consider when drafting their last wills and testaments? Oftentimes, each spouse in a second marriage has children from a first marriage. How does each spouse provide for the financial security of the surviving spouse...
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Sea Girt (732) 974-8898 Middletown (732) 706-8008