Tax Lessons from the “Godfather”
“This is business not personal, Sonny!” the Corleone Family’s consigliere once exclaimed to Sonny Corleone, played by actor James Caan, in the critically acclaimed “The Godfather.” Recently, business became very personal to the beneficiaries of the Estate of James Caan. However, it was not the result of any action from the Tattalglia Family or Barzini […]
Kimberly Maxson-Rushton and Michael L. Salad Present a Virtual Event – “Future Planning: An Overview of Special Needs Estate Planning
Presented by Cooper Levenson and Opportunity Village Thursday, September 24 | 9:30 – 10:30 Pacific | 12:30 – 1:30 Eastern Please join Presenters Sam Petetti & Michael Salad at this complimentary educational event with Moderator Kimberly Maxson-Rushton. RSVP for Zoom meeting informationCall 702.366.1124 or email Angela at arobinson@cooperlevenson.com
Preserving Social Security Benefits Against Creditor Claims
Debt is common for most Americans. Unexpected events such as job loss or sickness may cause defaults on debt. The resulting credit damage or creditor judgments may follow a debtor for life. To that end, many Americans nearing retirement or in retirement who rely on social security benefits wonder if social security benefits are subject […]
Using a Lady Bird Deed to Maintain Florida Residency Exemptions
President Lyndon B. Johnson signed into law the Civil Rights Act of 1964 and the Clean Air Act in addition to waging a “War on Poverty.” He also contributed an estate planning tool that remains popular with residents of certain states today. President Johnson used a special type of deed to gift property to his […]
Florida Health Care Surrogate and Do Not Resuscitate
The ongoing COVID-19 pandemic has created uncertainty for many people. During recent weeks, a number of our colleagues and clients expressed confusion about end-of-life planning, health care surrogate powers and do not resuscitate orders (“DNR Order”). Under Fla. Stat. § 401.445, incapacitated individuals are presumed to have provided informed consent to procedures such as cardiopulmonary […]
Guardianship Law During This Pandemic: The Difficulties and Complications Attendant With This Crisis
By: Erika Leigh Kelley, Esq. Guardianship law in the State of New Jersey – as in other jurisdictions – is crucial for the protection of some of the most “at risk” individuals in our society. This pandemic has presented a number of unique difficulties and complications in serving and protecting our elderly, infirm and special […]