Tag: estate planning

Andrew Ross, Esq., LL.M, Joins Cooper Levenson

Andrew Ross, Esq., LL.M,

Andrew Ross has joined Cooper Levenson, Attorneys at Law, the firm announced today. Mr. Ross is based in the firm’s New York City office. He concentrates his practice in the areas of estate planning for individuals and families, estate and trust administration,  estates litigation, tax-exempt organizations and tax controversy and planning. Mr. Ross speaks conversational […]

Estate Planning & Administration: What You Need to Know

Our partner Michael Salad and Realtor Nancy Seltzer presented to a full house at Vico Kitchen Bar in Fort Lauderdale last week. The topic was estate planning and probate administration. A lively and interactive discussion!

Cooper Levenson Partner Joseph C. Mahon named to New York 2023 Super Lawyers List

Cooper Levenson partner Joseph C. Mahon was named to the 2023 New York Super Lawyers list, a designation awarded to just 5 percent of the lawyers in the state and published by a division of Thomson Reuters.    “We applaud the hard work and skill that helped earn Joe this designation,” said Kenneth J. Calemmo, Jr., […]

Holly M. Whitney Joins Cooper Levenson’s New Wilmington Delaware Office

Cooper Levenson is pleased to announce that Holly M. Whitney has joined the firm as Of Counsel in the firm’s new Wilmington, Del. Office. Whitney will concentrate her practice on estate planning. “We are pleased to welcome Holly and are certain that she will be a great addition to the Cooper Levenson team,” said Kenneth […]

Is Florida now a Community Property State?

On June 29, 2021, Governor Ron DeSantis signed into law Senate Bill 1070, known as the Florida Uniform Directed Trust Act (the “Act”), which expands Florida’s directed trust laws.  A directed trust is a trust that appoints a third-party (often called a trust director or trust protector) to provide direction to a trustee regarding trust […]

The Crypto Estate

According to Google Trends, the amount of people searching “cryptocurrency” or “crypto” reached an all-time high this year.  However, many people do not understand the intricacies or implications of cryptocurrency.  Using and investing in cryptocurrency creates considerable estate planning and tax implications. Cryptocurrency is a form of digital currency that is used to purchase goods […]

Changing Residency from New Jersey to Florida

Now more than ever, people are contemplating changing their state residency. We are frequently approached by clients seeking to relocate to Florida for financial reasons but they do not always understand the financial benefits or the process of establishing Florida residency.  To help you decide whether a permanent move from New Jersey to Florida is […]