Elder Care Law

Taxation of Retirement Assets, Annuities, and Savings Bonds and the Capital Gain Tax

In this article, I’ll focus on the Federal Gift Tax and the New Jersey Inheritance Tax.

I like to quote Ben Franklin to explain why my estate planning practice is recession-proof: “In this world nothing can be said to be certain, except death and taxes.” 

The federal Program of All-Inclusive Care for the Elderly (PACE) is a health care model aimed at allowing the elderly to age in place.

Elder Law is a sub-specialty within the practice of law. Until the early 1990’s, this area of practice was more generally known as “Estate Planning,” which is one of the core subjects taught to first year law students.

If a Will is properly executed and has two Witnesses and a Notary, the Will can be admitted to probate by the Surrogate’s Office of the County in which the deceased resided.

If a Will is properly executed and has two Witnesses and a Notary, the Will can be admitted to probate by the Surrogate’s Office of the County in which the deceased resided.

The federal Program of All-Inclusive Care for the Elderly (PACE) is a health care model aimed at allowing the elderly to age in place.

At the end of my series of articles discussing the “Top 3” estate planning documents everyone should have (Advance Medical Directive/ Living Will, Durable Power of Attorney, and a Last Will and Testament), I mentioned that my next article would focus on “TRUSTS: from the Suze O-recommended Revocable Trusts through Special Needs Trusts, with emphasis on the “WHY’s and HOW’s”.

Q. What is “Elder Law”? A. Elder Law is a sub-specialty within the practice of law.