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Berwitz & DiTata LLP Articles Archive


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Click on the links below to read articles about estate planning, elder law, probate, estate and trust administration, general legal advice, and common mistakes and misconceptions related to these subjects.

Estate Planning Articles

2010 Tax Act
Economic Growth & Tax Relief Reconciliation Act of 2001 Revisited
Anna Nicole Smith
Annual Gift Tax Exclusion Increases
Avoid Guardianship - Plan In Advance
Business Succession Planning
Capital Gains Tax Time Bomb
Changes In Your IRA
Charitable Giving
Considering Early Retirement-Social Security Primer Part 2 
Directing The Disposition of Your Remains
End of Year Tax Planning
Estate Planning For Divorce
Estate Planning For Children With Special Needs
Estate Planning For Second Marriages 
Estate Tax Uncertainty
Focus on Gifting
Focus on Gifting 2006
Getting Affairs In Order
Gifting With A 529 Plan
Grieving Property Taxes
HIPPA Regulations Affect Estate Planning
How Can I Provide For My Pet
How to Select Your Fiduciary
IRA Accounts: Question From Reader
Changes in Medicaid Estate Recovery Rules May Affect Your Existing Estate Plan   NEW!
Making Your Health Care Proxy Work Harder
Maximizing Benefits With A Stretch IRA
New Law Changes POA
Organ and Tissue Donation
Payable On Death (POD) Bank Accounts
Planning With A QPRT
Protecting Your Pet's Future

Public Health Law Section 4201 - Disposal Of Decedent's Remains
Selecting A Trustee
Should I File A Gift Tax Return
Social Security: Being Smart With Your Money
Someone To Watch Over My Child Part I
Someone To Watch Over My Child Part II
Tax Planning Unintended Consequences
Spring Cleaning: Time To Review And Renew 
The Capital Gains Tax
The Difference Between Health Care Proxy And Living Will
Transfer On Death
Transferring The Home
Trusted Family Advisor Program 
Two Homes
When Opening A Bank Account Just Say No
Year End Gift And Tax Planning


Common Mistakes and Misconceptions


Gifting
Joint Accounts
Life Insurance
Paid On Death (POD) Accounts
Retitling Real Property
Still Need A Will
The Power Of The Power Of Attorney (POA)
Using The Gift Tax Exclusion
Will, Living Will or Living Trust
Why You Should Not Put Your Will In A Safe Deposit Box

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We at Berwitz & DiTata LLP are proud of our articles and newsletter, "A Step Ahead," and hope that each issue brings our clients and friends insightful and timely information.  We endeavor to write articles geared to your interests and concerns.  We would be happy to receive your feedback. 

More importantly, if you have a question or would like us to address a particular topic, please call 516-747-3200 or write to us and let us know.  We will try to include it in one of our next issues. 




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Latest Newsletter
"A Step Ahead"

Volume 8, Issue 4, November 2011

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Read Our QIV Newsletter (11/2011)

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Elder Law Articles

Avoid Guardianship - Plan In Advance
Debt Relief Strategies For Seniors
Do I Need Health Insurance Other Than Medicare?
Encouraging Elderly To Plan
EPIC
Estate Medicaid Home Care: Preserving Income With A Pooled Trust 
Governor Pataki's 2005-2006 Budget Bill
Guardianship ABCs
Guardians Have A Duty To Account  NEW!
Holiday Blues
Hospice Care
Major Changes Implemented in New York State's Medicaid Program  NEW!
Medicaid - Deficit Reduction Act of 2005
Medicaid Changes Reversed
Medicaid Recertification
Medicaid Reform Gets Reprieve From Legislature
Medicare Prescription Drug Program
Medicare's New Prescription Drug Coverage
NYS Medicaid Changes - DRA
Pre-Paid Funeral And Burial Plans 
Proposed Change in New York State's Medicaid Program 
Someone To Watch Over My Child Part I
Someone To Watch Over My Child Part II
Stress- Caregiving Can Be Hazardous To Your Health
Taking the Car Keys Away
The Myths About Long Term Care
To Sell Or Not To Sell
Transferring The Home
VA Aid And Attendance


Probate, Estate and Trust Administration Articles

After We Say Goodbye
Payable On Death (POD) Bank Accounts
Transfer On Death
Wills Do Not Avoid Probate

General Legal Information

Business Owners Beware
FDIC - Another Update
FDIC Insurance
FDIC Update
Holiday Blues
In Case Of Emergencies
Long-Term Care Insurance
Medical Identity Theft
Opting Out
Organ And Tissue Donation
Protecting Against Credit Card And Identity Fraud
Protecting Financial Privacy
Record Retention
Safe Deposit Boxes
The Benefits Of The Relationship
The Pension Protection Act And The 529 Plan
Turning 65
VA Aid And Attendance
B&D Welcomes Marissa A. Felix  NEW!
When Opening A Bank Account Just Say No

Newsletter Archives

Vol 8, QII, 2011
Vol 8, 1 Q1 2011
Vol 7, 4  Q4 2010
Vol 7, 3 Q3 2010
Vol 7, 2 Q2 2010
Vol 7, 1 Q1 2010
Spring 2009 Newsletter
 
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