Category: Estate Planning

From revocable living trusts to charitable remainder trusts to celebrity trusts gone wrong, trusts are one of the most misunderstood estate planning tools. In the right hands, however, trusts can be one of the most powerful tools. Ahead of creating an estate...

CASE STUDY 3: Francois is an EU citizen residing in an EU country and is looking for a $3mm investment property to rent out in new york city for himself and his family. He...

CASE STUDY 2: Carlos is a non-resident alien, residing in Brazil. He currently maintains a portfolio brokerage account in New York in the name of a British Virgin Islands (“BVI”) company. He is looking...

Case Study 1: Deniz and Isra are married and have a son, Emre. Deniz and Isra are Turkish Citizens and residents and are searching for an apartment for Emre in New York City. All...

By Christian D. Curtis Back in June 2021, after fielding many calls from concerned clients, I hosted a Webinar regarding President Biden’s bold tax change proposals. These proposals would have made some profound changes...

Life insurance can be a key component in an estate plan. Whenever I think about this tool, the words that come to mind are security, liquidity, and non-probate. Let’s discuss how each of these...

When it comes to your health care decisions, the person whose opinion matters the most is you. Medical decisions will directly affect your life, so it’s important to solidify what decisions are best for...

Administering an estate is the important process of managing a person’s assets and liabilities after they die. Estate administration involves several key steps that can be difficult to understand or carry out without the...

Many of us have family members who eventually cannot manage their affairs. A degenerative illness, a serious injury, a developmental disability, among other circumstances, are why guardianship proceedings exist in New York. Understanding guardianship...

Credit shelter trusts (CST) are an interesting trust planning concept, created out of the need to make maximum use out of both spouse’s estate tax exemptions. However, with the increase in the US estate...