Author Archives: Saul Elnadav

Article on Wills, Inheritance & Halacha in Community Magazine

An article I wrote on yerusha (Jewish Laws of Inheritance) and halachic estate planning was published in the October 2009 issue of Community Magazine. See The Top 10 Questions & Answers About Wills, Inheritance & Halacha.  If you’re concerned about … Continue reading

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Will New York revise the power of attorney law again?

New York’s new power of attorney law will be going into effect on September 1, 2009. While attorneys and other financial professionals update their forms for next week, they should be prepared to have to do it again in the near future. Continue reading

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Halacha and inheritance

Link to a downloadable lecture by Rabbi Hershel Schachter introducing the major halachic principles regarding wills and inheritance. Continue reading

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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? Continue reading

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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 … Continue reading

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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 … Continue reading

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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 … Continue reading

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Warren Buffett and Bill Gates on the estate tax

Analysis of an interview with Warren Buffett and Bill Gates, discussing the estate tax and the moral obligation of the wealthy to society. Should Warren Buffett’s philanthropy be done on a taxable basis? Continue reading

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Dementia and the question of testamentary capacity

The issue is the mental state at the moment the will was signed, not the testator’s overall mental decline. A diagnosis of dementia may be an important indication, but it is not necessarily conclusive. Continue reading

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Hard work and dumb luck

My recent post, Tough luck for dumb luck, linked an article by Robert H. Frank which disagreed with the contentions that the tax system strains the vital connection between individual effort and reward. Robert H. Frank argued that luck contributed … Continue reading

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