How Does the SECURE Act Affect My Estate Plan and My Child with Special Needs?

For most families with a loved one with disabilities, much of the assets which will be used for the loved one’s long-term needs are found in pre-tax accounts, such as IRAs. SECURE Act Means Drastic Changes to Retirement Account Inheritance Rules Congress recently passed, and the President signed into law, the “SECURE Act” (Setting Every […]

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Don’t Neglect the Third Stage of Estate Planning

Recently, I was out of the office for an early morning meeting with a client. While waiting in the lobby, I ran into a different client who happened to work in the building. I’d done some significant estate planning for her and her husband, and she told me that she’d been meaning to call me […]

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Another State Taxing a Trust

When it comes to the everyday life of an individual who has a developmental disability, life can present unexpected obstacles not only for the individual, but for family and friends, as well.  The challenges are made easier through well-planned trusts which protect important government benefits, such as Medicaid and Supplemental Security Income (SSI), and ensure […]

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Elder Abuse and Exploitation – It can even happen to “Super Heroes”

In Stan Lee’s iconic story of “Spider-Man,” young Peter Parker fails to stop a robbery, which leads to the death of his uncle.  Thereafter, Peter is the crime-stopping Spider-Man.  Peter’s double life then centers on protecting others from abuse. Sadly, there has been recent news that Stan Lee was the victim of financial exploitation at […]

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An Invitation to Hear Haley Moss, JD – Practicing Attorney and First Openly Identified Person with Autism Practicing Law in Florida

I’m honored to be on the Board of Milestones Autism Resources, which is featuring Haley Moss, JD, as one of the keynote speakers for the Milestones National Autism Conference.  Her address will be on June 12, 2019, in Cleveland, Ohio. Haley, an incredible spokesperson for the legal field and for persons with autism, is an […]

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No Privacy – the Brave New World of Social Media, Technology, and the Law

There’s no question that technology is changing our lives. Driverless cars, facial recognition, and medical breakthroughs are making the world a vastly different place than it was even 10 years ago. But how is technology changing the world of law? More to the point, what is the impact of technological developments on lawsuits, on the […]

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Meditation to Reduce Stress During Tough Cases

My clients are often faced with very stressful situations.  That’s why they come to a lawyer in the first place.  This is particularly true if a loved one’s needed government benefits are at stake or if there is a dispute within a family.  These are tough, emotionally draining cases for those experiencing the conflict.

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