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The Listen to Lawrence Letter: SNA Article – Common mistakes that are made in Special Needs Planning
20 Mar 2024, 9:59 am
March 7, 2024 • Volume 5 Issue 223 This article from the Special Needs Alliance (SNA) lists some of the most common mistakes that are made when it comes to Special Needs Planning for a loved one. [read post]
31 May 2024, 10:58 am
May 28, 2024 • Volume 5 Issue 247 It is always O.K. to take care of yourself! [read post]
12 Jun 2023, 11:04 am
April 13, 2023 • Volume 4 Issue 129 Another avoiding probate question, in response to my recent LISTEN TO LAWRENCE LETTER regarding the fact that you cannot avoid probate by putting a beneficiary on a deed in New York. [read post]
19 Jun 2023, 10:16 am
June 13, 2023 • Volume 4 Issue 146 My last Listen to Lawrence Letter discussed Special Needs Trusts and Income Tax so I thought I’d follow up by sending this article which is so closely related. [read post]
27 Jul 2023, 9:48 am
July 27, 2023 • Volume 4 Issue 159 This is a follow-up question to the last LISTEN TO LAWRENCE LETTER that went out this past Tuesday, Issue 158. [read post]
26 Jul 2024, 9:26 am
July 11, 2024 • Volume 5 Issue 260 Retirement plans and Irrevocable Medicaid Trusts…read on: CLIENT QUESTION: I have an Irrevocable Medicaid Trust with your firm. [read post]
6 Feb 2023, 1:01 pm
January 26, 2023 • Volume 4 Issue 109 Another pooled trust question…read on CLIENT QUESTION: Will a pooled income trust pay for your house expenses (taxes, repairs, etc.) if the house already is in an irrevocable trust? [read post]
10 Nov 2023, 8:20 am
November 7, 2023 • Volume 4 Issue 188 Timing is everything…read on: CLIENT QUESTION: Presently, I am age 75 and my husband is age 87. [read post]
29 Sep 2023, 11:31 am
The post Listen to Lawrence: What exactly is a Life Estate and how does it work? [read post]
7 Mar 2025, 11:43 am
March 4, 2025 • Volume 6 Issue 326 Although you may mean well by wanting to leave a retirement plan or IRA to someone you love who has a disability by naming the trust as a beneficiary, you will first need to find out the right way to do it […] The post The Listen to Lawrence Letter: Naming an SNT as beneficiary of your IRA or retirement plan appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
1 Sep 2023, 9:01 am
August 31, 2023 • Volume 4 Issue 169 Simple answers are the best…read on: CLIENT QUESTION: Lawrence Davidow set up an irrevocable trust for me many years ago. [read post]
6 Feb 2023, 1:06 pm
February 7, 2023 • Volume 4 Issue 112 This is a question that I have answered before but let’s do it again because it is fundamental to appreciating your planning options…. [read post]
29 Sep 2023, 11:08 am
September 28, 2023 • Volume 4 Issue 177 I can’t imagine living anywhere but New York, but it happens. [read post]
30 Jun 2023, 7:11 am
June 27, 2023 • Volume 4 Issue 150 The last bite at the apple… CLIENT QUESTION: Dear Lawrence, Thank you for providing this information which is most helpful. [read post]
5 Apr 2024, 11:58 am
March 27, 2024 • Volume 5 Issue 229 I’m passing along another article from the Special Needs Alliance (SNA) that carefully outlines the ways to ensure that you do not have your SSI Benefits decreased. [read post]
25 Oct 2023, 10:11 am
October 19, 2023 • Volume 4 Issue 183 Different goals for different times…read on: CLIENT QUESTION: My wife and I are mid-sixties. [read post]
21 Jul 2023, 10:41 am
July 18, 2023 • Volume 4 Issue 156 What is all the fuss about the five-year look-back? [read post]
3 Nov 2023, 8:46 am
November 2, 2023 • Volume 4 Issue 187 This article from the Special Needs Alliance (SNA) discusses how important establishing a Special Needs Trust is but also emphasizes and explains why it is just one part of your overall estate plan. [read post]
8 Dec 2023, 11:20 am
December 5, 2023 • Volume 4 Issue 196 AND NOW FOR SOMETHING OUT OF THIS WORLD…. [read post]
15 Dec 2023, 10:58 am
December 12, 2023 • Volume 4 Issue 198 Estate planning is not a solo sport. [read post]
