Recent posts on Jewish Legal Perspectives- Fundamentals of Mesirah
- Decision on liability for unauthorized autopsy
- Appellate Court Affirms Decision Allowing Disinterment
- Seminar: To Be or Not to Be: The Convergence of Halacha, Law and Medicine in Matters of Death and Dying
- Delegating credit matters to employees may obligate business owners
- When Being Lubavitch is Not Enough
Tag Archives: Estate Planning
Halachic perspective on the Estate of Max Feinberg
Disinheritance in halacha, and how Jewish the so-called Jewish Clause really is. Discussion of the Estate of Max Feinberg. Continue reading
Posted in Estate Planning, Halacha
Tagged Estate Planning, Halacha, Jewish Law of Inheritance
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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
Posted in Basics, Estate Planning, Halacha
Tagged Estate Planning, Halacha, Jewish Law of Inheritance, Recent Articles, wills
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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
Posted in Estate Planning, Power of Attorney
Tagged Estate Planning, POA, Power of Attorney
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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
Posted in Estate Planning, Halacha
Tagged Estate Planning, Halacha, Jewish Law of Inheritance
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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
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
Life insurance basics
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 … Continue reading
Posted in Basics, Estate Planning, Life Insurance
Tagged Basics, Estate Planning, Life Insurance
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“Major revisions to New York Power of Attorney Law” in the Nassau Lawyer
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. Continue reading
Posted in Estate Planning, Power of Attorney
Tagged Estate Planning, POA, Power of Attorney, Recent Articles
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Common sense estate planning: Get Organized!
Think of the people you’re burdening with your mess. Continue reading
Posted in Basics, Estate Administration, Estate Planning
Tagged Basics, Estate Administration, Estate Planning
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Estate Tax: The Baucus Proposal
Senate 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 … Continue reading
Posted in Estate Planning, Estate Tax
Tagged Estate Planning, Estate Tax, legislation, marital deduction
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