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6 Facets of Estate Planning That LGBTQ+ Couples Should Know

By: Caryn B. Keppler, Esq.

Estate planning is an important consideration for all couples. However, for LGBTQ+ couples (or former couples), it may be more important than they realize to review their circumstances and see whether they have an estate plan in New York that accurately reflects their wishes.

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Asset Transfers and Intentionally Defective Grantor Trusts

By: Richard S. Rothberg, Esq.

For wealthy families who wish to transfer assets from one generation to the next while achieving significant tax savings, an intentionally defective grantor trust may be an excellent solution.

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Estate Tax Law Changes – What To Do Now

By: Louis W. Pierro, Esq.

The opportunity to make proper use of the present $11,700,000 Federal Gift Tax exemption, and the opportunity to fund and sell to Grantor Trusts, form and fund Grantor Retained Annuity Trusts, fund Qualified Personal Residence Trusts and other planning techniques, may be gone in a matter of days.

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Advisory: Drastic Changes to the Estate and Gift Tax System – TIME IS OF THE ESSENCE

By: Louis W. Pierro, Esq.

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How to Create an Estate Plan That Includes Your Pet

Pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would the human family members. 

While we may think of pets as part of our family, the law considers them to be property. This means that you cannot leave anything in your will directly to a pet. The following are some steps to take to make sure your pet is protected: 

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