Disinheritance in halacha, and how Jewish the so-called Jewish Clause really is. Discussion of the Estate of Max Feinberg.
Also tagged 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. Share/Save
Also tagged Halacha, Jewish Law of Inheritance, Recent Articles, willsNew 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.
Also tagged POA, Power of AttorneyLink to a downloadable lecture by Rabbi Hershel Schachter introducing the major halachic principles regarding wills and inheritance.
Also tagged 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 [...]
Also tagged BasicsA 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 [...]
Also tagged Basics, Elder Law, scamsThe 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 [...]
Also tagged Basics, Life InsuranceDetails 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.
Also tagged POA, Power of Attorney, Recent ArticlesThink of the people you’re burdening with your mess.
Also tagged Basics, Estate AdministrationSenate 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 [...]
Also tagged Estate Tax, legislation, marital deduction
Saul Elnadav
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