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TAX, WILL & TRUST, ESTATE PLANNING

Special Needs Trust protects assets and government benefits for persons with disabilities in NJ and NY

Special Needs Trust Complete Guide: Protecting Assets and Government Benefits for Persons with Disabilities in NJ & NY

A practical NJ & NY guide to Special Needs Trusts: Third-Party vs. First-Party (d4A) vs. Pooled (d4C), how SSI/Medicaid eligibility is preserved, ABLE Account layering, trustee selection, and the most common mistakes families make.

Special Needs Trust Complete Guide: Protecting Assets and Government Benefits for Persons with Disabilities in NJ & NY Read More »

Inheritance

[Cross-Border Inheritance] US Citizen Inheriting Assets in Korea: Successfully Preventing Double Taxation and Transferring Funds

International Inheritance (US Citizen Inheriting Korean Assets) Case Overview: Client C, a US citizen, inherited a high-value apartment and cash deposits in Korea after her parents passed away. She was

[Cross-Border Inheritance] US Citizen Inheriting Assets in Korea: Successfully Preventing Double Taxation and Transferring Funds Read More »

will

[Will Contest Litigation] Defending Against Claims of “Incapacity due to Dementia” and Successfully Upholding the Will’s Validity

Defending a Will Against Dementia Allegations Case Overview: Client B had cared for his elderly father alone for many years. In gratitude, the father executed a Will leaving the majority

[Will Contest Litigation] Defending Against Claims of “Incapacity due to Dementia” and Successfully Upholding the Will’s Validity Read More »

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