Attorney Joseph Karp was the featured speaker on Feb. 27, 2017 at the 45th annual meeting of the Southeast Florida Council of Retired New York City School Supervisors and Administrators (AFL-CIO). He discussed “Federal and Florida Laws That May Impact…
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Fans knew something was wrong when he could not remember the lyrics to songs he’d sung for decades. But for David Cassidy, it was a long-held fear come to fruition. The 1970s teen heartthrob who gained fame on the Partridge…
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“But I just want a simple will!” “I’m not rich!” That’s how some new clients respond when our attorneys ask to see a list of their assets and how they are owned (titled). We make the same request when we…
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Medicare beneficiaries must be covered for skilled rehabilitation services if the services help the beneficiary maintain his/her level of functioning and prevent disease progression. Medical improvement is not necessary for coverage. This was made clear in the Jimmo v. Sibelius…
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As I explained in this June 2016 post, a Department of Labor policy, originally set to go into effect April 1, requires brokers giving advice on retirement accounts to put their clients’ best interests above their own. For example, given…
moreMaking gifts to your heirs during your lifetime can be a great kindness to them and bring you great satisfaction. But how you do it is important: different transfer techniques have different income tax and gift tax consequences! Learn the…
moreThe Centers for Medicare and Medicaid Services have issued new and far-reaching federal regulations for long-term care facilities that receive federal Medicare or Medicaid funds (which is almost all of them). The new rules will be phased in, with the…
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Consider this scenario: A parent passes away and one of the decedent’s children, a beneficiary of the trust, takes over because he was named trustee of the parent’s trust. His siblings are also beneficiaries. Since no one in the family…
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Headlines are made when wealthy people leave outsize fortunes to their pets. One notable example is Leona Helmsley, the hotel magnate who passed away in 2007. Cutting out her family, Helmsley left her entire $12 million fortune to her pet…
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The Fairness in Medicaid Special Needs Trusts Act was signed into law by President Obama on December 13, 2016. Until passage of the legislation, disabled adults who wished to set up a special need trust for their own benefit had…
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