Estate planning can be especially important for those persons with international ties. Typically, international estate planning issues come up in two contexts. First, there …
If you think your estate planning is done once you have signed a will or trust, think again. All your hard work can be …
A marital home escapes debts and judgments of a deceased debtor spouse if owned as tenants by the entirety. A client owned their home …
Owners of family businesses often look forward to the day they will be able to retire and pass on the business to their child …
Irrevocable trusts are beneficial for estate tax purposes. They allow you to place your assets into a trust, potentially avoiding additional estate tax when …
In New Jersey, endangering the welfare of an elderly person is a crime in the third degree. N.J.S.A. § 2C:24-8(a). This statute roughly requires …
Many couples and spouses fail to get serious about estate planning until they are well into middle age. By then, one or both of …
When creating an estate plan, an important decision is selecting your fiduciary. By fiduciary, I mean the trustee under your revocable or irrevocable trust. …
NJ Medicaid and Court Ordered Alimony Video I was recently asked if I knew of any statutory or other persuasive authority supporting the …
When creating either (or both) an estate plan or a power of attorney, an important decision involves who to name as your fiduciary. By …
Under the tax code, the general rules applicable to income tax returns apply to annual gift tax returns. That is, a 3-year statute of …
New Jersey law allows a spouse to waive his or her right to inherit the estate of a deceased spouse. A spouse’s premarital waiver …
Attorney-client privilege means that in litigation, anything you tell your attorney will be held in strict confidence and cannot be disclosed unless there is …
The decedent owned several joint bank accounts with his wife. He died intestate, meaning he died without a will or trust in place. Under New …
A long-standing rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single year has dramatically changed. Read this post to avoid …
An investment advisor (i.e., financial planner, stock broker, banker with a securities license) in NJ is governed by New Jersey’s Uniform Securities Law of …
I’ve commented about the case of a resident denied Medicaid because in her Medicaid application she listed a Minor’s Account as a resource. In …
Understanding how to benefit from and establish a Special Needs Trust (SNT) can be complicated and confusing. The rules governing their creation and administration and …
NJ law does not allow an automatic award of counsel fees to an unsuccessful plaintiff in a will contest. NJ law does allow an …
I cannot thank my friend enough for recommending your firm. Everyone that we dealt with was excellent!! Your firm made discussing difficult topics bearable. …
Our experience with Hanlon Niemann & Wright, P.C. was positive and successful. Our questions were patiently answered. We were able to explain our wants …
Recently, a client wanted to sign her Last Will but because of a stroke and inability to speak; she was unable to sign it. …
The process of properly completing a Medicaid application and providing all necessary information and documentation to your county Medicaid agency is extremely labor …
The Uniform Fiduciaries Law (UFL) is a statute adopted in NJ to protect banks and victims of fraud. When an action is brought against …
New Jersey is allowed to file a lien against the assets of a deceased Medicaid beneficiary. Generally, the only available asset is the person’s …
New Jersey’s Medicaid guidebook requires that an agency representative must provide an applicant or his/her representative with a “checklist” highlighting the verification(s) and supporting …
When the State considers an applicant’s eligibility for Medicaid, it meticulously examines the applicant’s finances to ensure that all resources are valued below the …
Often applicants are denied NJ Medicaid or if approved, assessed with a significant penalty period because there is not a clear paper trail of …
Fred Niemann, Stephen Kornas, Chris Balioni & their support team are prescient, proactive and proficient with navigating ongoing Elder Care challenges. – OM
When I talk to some people about long-term care and Medicaid, I sometimes hear strong opinions that “it is wrong to transfer assets in …
