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 […]

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 […]

Have you thought about how “Green” your burial will be?

Green burial

Families facing the loss of a loved one are often comforted knowing that the decedent’s end-of-life wishes were honored. Whether the decedent requested burial, cremation, or anatomical donation, that choice is uniquely their own and helps the decedent’s family to heal. Green burial is an end-of-life choice that is gaining popularity by those who are […]