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David Lieser Talks About Estate Planning on “Five Minutes With Fried”

David Lieser, Partner in our Trust and Estates, Elder Law and Litigation Practice Groups, appeared on the show "Five Minutes With Fried." Mr. Lieser is well-versed in the development and implementation of estate plans ranging from wills and advanced care directives to more complex trusts and tax concerns for high net worth individuals.  His practice also includes Medicaid and special needs planning, and Article 81 guardianship proceedings, enabling clients to qualify…

Retirement Savings Opportunities Under Secure 2.0 Act

The SECURE 2.0 Act was signed into law on December 29, 2022.  The new law further enhances the retirement savings incentives built into the Secure Act passed in 2019.  Here’s a summary of the provisions most likely to help you. Increased Age for Required Minimum Distributions (RMDs) The age when…

Murphy Joins Trusts and Estates Group

We are pleased to announce that Casey E. Murphy joined our Estate and Tax Planning/Probate Law and Estate Administration Group as an Associate. While pursuing her law degree on a part-time basis at night, Ms. murphy worked as a paralegal in this practice group for a year and a half.…

Proposed Tax Law Changes Which May Impact You

As you may be aware, the House Ways and Means Committee has passed its budget reconciliation recommendations, which include a number of proposed tax changes.  The Senate will introduce its own version of the bill, which will likely include some of the same proposed changes as well as additional ones. …

Zapson’s Top 10 Mistakes to Avoid When Planning Your Estate

For anyone planning their estate, this is a must see. our Partner Michael Zapson takes you through ten tips to help you avoid big mistakes. Zapson's varied practice encompasses real estate and zoning, as well as commercial and estate litigation and estate planning. His practice bridges the gap between estate and tax planning for…