The media is filled with stories of deceased celebrities whose final wishes were either unknown or the subject of dispute. An important lesson: You can retain control of your finances after incapacity and remain in control of...more
When we think about making plans to secure our future, generally the discussions revolve around education, career, family, and finances. Creating a comprehensive estate plan, including effective advanced directives, can elude...more
Please join us for the June lunch and learn, presented by Partners Frank Izzo and Wendy Sheinberg. The program will discuss:
- Article 9 (mental health)
- The FHCDA
- Article 81 (guardianships)
- HIPAA issues...more
“Legendary was the Xanadu where Kubla Kahn decreed his stately pleasure dome.” Legendary too were the colossal errors made by Mary Kane in this celebrated classic movie which follows a journalist as he tries to uncover the...more
1/20/2022
/ Capital Gains ,
Carryover Basis ,
Child Custody ,
Divorce ,
Estate Planning ,
Gift Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Guardians ,
Guardianships ,
Irrevocable Life Insurance Trusts ,
Prenuptial Agreements ,
Tax Liability ,
Trusts
The new Netflix movie, “I Care a Lot,” is truly terrifying. Like many thrillers this movie begins with a relatable premise and a relatable fear, in this case, it is the fear of dependance and exploitation.
The film...more
2/24/2021
/ Burden of Proof ,
Caregivers ,
Clear and Convincing Evidence ,
Conservators ,
Coronavirus/COVID-19 ,
Exploitation ,
Guardianships ,
Incapacitated Persons ,
Long-Term Care ,
Netflix ,
Order to Show Cause ,
Videoconference
Britney Spears has been making headlines lately, unfortunately not for her music but for her conservatorship. In 2008 Ms. Spears’ father was appointed conservator for her personal and financial decisions. In 2019 a...more