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{ Monthly Archives } June 2009

Testamentary capacity and undue influence in criminal proceedings

Should the Brooke Astor case be a criminal proceeding, or is it better off as a routine will contest?

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An Alzheimer’s program addressing “sundowning”

The New York Times published an article last week on ElderServe at Night, a night program run by the Hebrew Home at Riverdale for people suffering with Alzheimer’s disease. Quoting from the article: Nighttime can be treacherous for people with dementia, who are often struck by sleeplessness or night terrors and prone to wandering about. [...]

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Estate planning basics

A CNN Money/Fortune Magazine article published yesterday gives a basic overview of some estate planning fundamentals. See How to avoid the ‘death tax’ by Janet Morrissey, 6/4/09. As we’ve mentioned, although the estate tax is set to expire at the end of 2009, Congress is expected to pass new legislation that will keep the estate [...]

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The free lunch seminar trap

A recent Wall Street Journal article by Jennifer Levitz reported that financial scams targeting seniors are on the rise, and states are responding by increasing penalties on scammers. Seizing on fear of stock-market turmoil, sales people and fraudsters are hawking investments that claim to be “low-risk,” or a supposedly safe way to invest in the [...]

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