News

 

Every year, federal and state governments continue to adopt complicated and often confusing laws that are implemented and sometimes retroactively applied or repealed. This makes it difficult for most people to understand changes that affect their ability to preserve their assets for themselves or their families. Our attorneys stay abreast of these laws and will work with you to protect your interests. Watch this page for the latest updates on current estate law.

 


 

Daily Record - Viability of Portability - May 2012

Daily Record - Retirement Accounts - True or False - Or Somewhere in Between - April 2012

Daily Record - More Income from Investments in Troubled Times - February 2012

Daily Record - Are Life Insurance Trusts Viable for Planning - January 2012

Daily Record - Year End Review of Federal & NY Transfer Taxes - December 2011

Daily Record - Why you, and your clients, should sign up for Rochester RHIO - November 2011

Daily Record - Uncovering the Truth About Revocable Trusts - October 2011

Daily Record - A Trustee's Duty to Disclose - September 2011

Daily Record - A Quick Look at a Number of Recent Estate Cases - August 2011

Daily Record - If It Sounds Too Good To Be True - July 2011

Daily Record - Gifting - More than a new tie for Father's Day - June 2011

Daily Record - To Gift or Not to Gift - A Very Good Question - April 2011

Daily Record - Transferring Property? Consider Creating a QPRT - March 2011

Daily Record - The Basic Features of Supplemental Needs Trusts - February 2011

Daily Record - Answers to Common Estate Tax Questions - January 2011