The New York State Bar Association has the new Power of Attorney and Statutory Major Gifts Rider forms for download in Word or Wordperfect, along with suggested clauses for the Modifications sections. The forms cost $20 but are free for NYSBA members. You can download the forms here.
Tagged POA, Power of AttorneyDisinheritance in halacha, and how Jewish the so-called Jewish Clause really is. Discussion of the Estate of Max Feinberg.
Tagged Estate Planning, Halacha, Jewish Law of InheritanceAn 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 halacha, you should, at the very least, have a will.
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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.
Tagged Estate Planning, POA, Power of AttorneyLink to a downloadable lecture by Rabbi Hershel Schachter introducing the major halachic principles regarding wills and inheritance.
Tagged Estate Planning, Halacha, Jewish Law of InheritanceA 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 [...]
The New York Times published a basic article on life and disability insurance last week. See Life and Disability Insurance: What You Need to Know, Paul Sullivan, New York Times, April 28, 2009.
From the article:
Life insurance comes in a variety of forms meant to accomplish a range of objectives, from providing for survivors to moving [...]
Details on the revised New York Power of Attorney law effective September 1, 2009. Article by Saul Elnadav appeared in the Nassau Lawyer in April 2009.
Tagged Estate Planning, POA, Power of Attorney, Recent ArticlesThink of the people you’re burdening with your mess.
Tagged Basics, Estate Administration, Estate PlanningSenate Finance Committee Chairman Max Baucus (D-Mont.) recently announced proposed legislation that would amend the tax code. Among other provisions, the bill, known as “The Taxpayer Certainty and Relief Act of 2009,” (S. 722) would implement some much-discussed and anticipated changes to the federal gift and estate tax law.
The last major change to the federal [...]
Saul Elnadav
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