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Category Archives: Elder Law

You Did Medicaid Planning, You Created An Irrevocable Trust. Now, Make Sure The Trustee Files A Tax Return (Or Not)

Most irrevocable trusts created for the purpose of protecting assets from the costs of long term care (i.e., the nursing home) must file a Form 1041 (for IRS Federal filing purposes) and a Form IT-205 (for New York State filing purposes) only once — for the year of creation. This is not unusual. There are…

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Central Islip Client Visited by Elder Law Attorney in Nursing Home

Today, Futterman & Lanza, LLP visited our client from Central Islip, NY at the Our Lady of Consolation Nursing and Rehabilitative Care Center located in West Islip, NY. Documentation needed to be finalized to protect the client’s home from the costs of his stay in the nursing home. Although a Medicaid recipient’s primary residence does…

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Clients met in Southampton, NY by elder law attorney

Yesterday, Futterman & Lanza, LLP met with two potential clients at our Southampton, NY office. One family from Montauk, NY came in to discuss their estate planning documents which will include their last wills, health care proxies, living wills, and powers of attorney with statutory gifts riders. We also discussed using a Medicaid Asset Protection…

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Client in Huntington Hospital (Huntington, NY) visited by elder law attorney

When an old client missed his appointment last week, we feared the worst. Thank goodness, we heard from the client and learned that he was doing well, but still in the hospital. Today, Futterman & Lanza, LLP visited our client at Huntington Hospital to discuss finalizing updates to his estate planning documents which include his…

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Clients from West Islip, NY finalize their estate plan with elder law attorneys

On Friday, Futterman & Lanza, LLP finalized estate planning documents for a lovely couple living in West Islip, NY. They executed their last wills, health care proxies, living wills, and powers of attorney with statutory gifts riders. Within their last wills, they created testamentary trusts to provide for certain family members that have difficulty handling…

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