New York lawyer who cares about people, is fascinated by technology, and is writing his next book, Estate of Confusion: New York.
Feb 27, 2025
While a Supplemental Needs Trust (SNT) is designed to protect a beneficiary’s...
Feb 27, 2025
Supplemental needs trusts (SNTs) play a crucial role in estate planning for individuals...
Feb 23, 2025
IRC § 678 governs situations where a person other than the grantor is treated...
Feb 23, 2025
IRC § 672 provides the foundational definitions that govern the taxation of trusts under...
Feb 21, 2025
In 2024, Virginia enacted Senate Bill 471 (SB471) / House Bill 336 (HB336), which...
Feb 21, 2025
For attorneys and advocates navigating Medicaid law, having a comprehensive and reliable reference...
Feb 21, 2025
When administering a wholly charitable testamentary trust, executors and trustees must navigate both...
Feb 19, 2025
Georgia law permits the use of in terrorem, or no-contest, clauses in trusts,...
Feb 19, 2025
Under New York law, in terrorem clauses are enforceable regardless of whether a...
Feb 16, 2025
When it comes to managing an estate, the responsibilities of an executor can...
Feb 08, 2025
A federal judge has temporarily blocked DOGE’s access to Treasury payment systems,...
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