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Elder Law

Monday, December 28, 2020

Why does anyone need a Pooled Income Trust?

Pooled Income Trusts can be used for many different situations, including individuals with mental health illnesses, special needs, and seniors who need Medicaid services.

 

Read this article from NAMI with a thorough and straightforward explanation of a Pooled Income Trust. 


Read more . . .


Wednesday, October 2, 2019

Basics of Planning a Funeral


Pre-Planning is best, because it eases the burden on your loved ones. If you have specific wishes (i.e. – scattering your ashes over Yukon, Canada or getting buried under a specific tree) you should at least write these wishes down and ideally arrange for their execution. However, that is not always possible and millions of people each year are faced with the daunting task of planning funerals while grieving a loss.
Read more . . .


Wednesday, September 18, 2019

A Good Plan Avoids Big Problems

Not having a plan in place may create unforeseen problems for your family. Please read my recent article in Epoch Times about the importance of having proper documents.

https://www.theepochtimes.com/a-good-plan-avoids-big-problems_3066028.


Read more . . .


Tuesday, June 18, 2019

New Addition to my Firm


I am excited to announce the addition of DANIEL J. REITER, ESQ to my firm!

Daniel joins Sverdlov Law PLLC as Of Counsel. I have also joined Daniel’s firm as Of Counsel.

Our top priority has always been quality of our work and stellar client service and results. Our new Of Counsel relationship allows us to offer an enhanced array of estate, trust, special needs, and elder legal services to the community.


Read more . . .


Saturday, June 8, 2019

Do You Need a Health Care Proxy?


In New York, the two documents that allow an individual to detail their future medical wishes are a Health Care Proxy and a Living Will. You can also combine the two into one document: in the Health Care Proxy you can both nominate and provide specific instructions to your agent.


Purpose: A Health Care Proxy allows an individual to plan their future medical decisions in the event they are incapacitated. Given the state of today's medicine, individuals are commonly subjected to advanced life support systems and invasive medical treatments that only prolong the end-of-life care. If you have any specific wishes in regards to your end-of-life care (e.


Read more . . .


Tuesday, April 16, 2019

Ways to Pay for Long-Term Care


A good friend of mine and a wonderful specialist is hosting a Free Webinar:


Ways to Pay for Long-Term Care

Cynthia Perthuis, Elder Care Strategist and head of the New York office of Senior Care Authority, will offer valuable insights and tips in this free session on how to be strategic about planning for long-term care. Followed by Q & A.
When: Thursday, April 18
Time: 1 PM to 2 PM
Cost: FREE

 To register, click on the link below. 

https://zoom.
Read more . . .


Saturday, April 6, 2019

Presumption of Revocation of Lost Will is Not Easy to Overcome


You must be very careful to store your Will properly, otherwise, if it cannot be found, the court is likely to consider it revoked and your assets will be distributed in accordance with intestacy rules.


In recent case In Re Scollan (2018), in which a valid Will could not be found, the court ruled that a presumption of revocation of the Will was not overcome.


There is a strong presumption that a Will known to be in the decedent's possession that cannot be located after the decedent's death was destroyed by the decedent with the intent to revoke. The retention of a copy of the Will by the decedent's attorney, decedent's statements regarding testamentary intentions, and suspicion that the Will was fraudulently destroyed (without supporting facts and circumstances) are not sufficient to overcome the presumption.


If you are afraid that your Will is at risk of being lost or destroyed (due to memory issues, the behavior of omitted beneficiaries, or any other reason), then your Will should be stored either in your attorney's office, a safe deposit box, or with a trusted friend.


Read more . . .


Saturday, March 16, 2019

A To-do List To Protect The Identity Of A Loved One Who Passed Away

Unfortunately, identity theft is rampant and it doesn’t only involve the living.  

Here's an important checklist to ensure you aren't made vulnerable.


Read more . . .


Monday, December 10, 2018

Use free services to stay independent


There are plenty of free services available to seniors who want to remain living at home. 

Read this Guide from Harvard Medical School to find out if any of these resources can be helpful to you or your loved ones.
Read more . . .


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