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2021 Estate Tax Proposals
New federal tax legislation is on the horizon, with significant changes for estate and gift taxes. President Biden’s “Build Back Better” plan, currently wending its way through Congress, proposes to drastically cut the estate and gift tax exemption and make estate and gift tax planning much more difficult. The estate tax is a one-time tax […]
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The Difference Between Elder Law and Estate Planning Attorneys
As published in the Long Island Press, on longislandpress.com and danspapers.com. Elder Law is a very specific field of law. Almost all Elder Law attorneys practice Estate Planning but most Estate Planning Attorneys DO NOT practice Elder Law. Elder Law and Estate Planning go hand-in-hand. Both are focused on planning ahead and maintaining decision-making and […]
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Senior Dreams Come True™️ Grants Wish for Local Grandmother
Following the death of her daughter, Donna B., a low-income senior citizen, stepped in to care for her grandson despite a serious lack of resources. Recently, her burden was lessened a bit when provided with a brand new, desperately needed refrigerator. Cona Elder Law partnered with the Family Service League to “Adopt a Senior” as […]
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5 Types of Trusts in New York
A comprehensive estate plan allows you and your family to feel financially secure and confident. A trust is the most important document at the foundation of that plan. An asset protection plan allows a family to rest assured that not all assets will be spent down on the cost of long-term health care. A trust […]
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The New Power of Attorney Laws: What Health Care Facilities Need to Know to Avoid Liability
by Senior Associate Dana Walsh Sivak New York State recently passed legislation simplifying the Power of Attorney (POA) document and its execution. Every Power of Attorney executed on or after June 13, 2021 must comply with the new rules. The new laws leave health care facilities facing potential exposure when handling resident funds through the […]
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Medicaid Home Care Changes on the Way
On or after November 8, 2021, new regulations governing Medicaid home care benefits, including Personal Care Services and Consumer Directed Personal Care Services, will go into effect. Significant changes to benefits include: Routine assessments for home care services are reduced from every 6 months to once a year. A physician’s order is no longer required […]
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2021 Power of Attorney Changes: A Step in the Right Direction
As published in the New York Law Journal on September 13, 2021.By Marcus O’Toole-Gelo, Partner The New York power of attorney is a classic and essential tool that has been through numerous iterations over the years. Prior changes to the statutory form (including 1994, 1997, 2009 and 2010) were intended to modernize and improve the […]
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Why Hire An Elder Law Attorney
If you are concerned with the health and financial welfare of an older adult in your life, you need to hire an Elder Law Attorney. Elder Law is a very specialized area of law that focuses on the legal needs of older adults. It encompasses key issues facing adults as they age, such as long-term […]
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Grounds for Contesting a Will in New York
When an individual passes away with a Last Will and Testament, the Will is submitted to the Surrogate’s Court for a probate proceeding. This court proceeding results in the Surrogate (the judge) determining if the Will is valid. If the Will is valid, it is considered “admitted to probate” by the Court and the terms […]
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Health Care Proxy vs. Living Will: What’s the Difference?
Health Care Proxies and Living Wills are related, but separate, legal documents. These important documents allow you to keep control of key health care decisions by making arrangements in advance and appointing trusted agents to assist you in the future. These essential estate planning documents allow you to designate a medical decision-maker and provide them […]
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