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Why Irrevocable Trusts vs outright Gifting
People often wonder about the value of using irrevocable trusts in Medicaid planning. Certainly gifting of assets can be done outright,...

Brian A. Raphan, Esq.
Aug 30, 20142 min read


New: Visiting Lawyer Services for Elder New Yorkers
Why should the elderly that aren’t as mobile as they used to be, or live in an assisted living facility or are even at home wheelchair...

Brian A. Raphan, Esq.
Aug 13, 20141 min read


Heir tight: The dos and don’ts of creating rock-solid trusts
Good article via Jennifer Woods at Imagine working for decades so that one day you could pass your assets on to your children or...

Brian A. Raphan, Esq.
Aug 5, 20142 min read


Free Download: 2014 Benefits Guide for Seniors: NYC
Free download. NYC Department of Aging resources. Free benefits guide for senior citizens. For 2014, this guide from NYY.gov is a...

Brian A. Raphan, Esq.
Jul 18, 20141 min read


Some FAQ’s about Health Care Proxys
As an Elder Law attorney for over 25 years I have recently been getting more and more questions about Health Care Proxys. Below are...

Brian A. Raphan, Esq.
Jul 16, 20143 min read


Court Ruling: Transfers Made Years Before Needing Care Were Not Made in Order to Qualify for Medicai
Doing Medicaid Planning for clients, I often get asked the question: “How does medicaid determine if my gifts were made to qualify for...

Brian A. Raphan, Esq.
Jul 15, 20142 min read


Heir Liable for Reimbursement of Mother’s Medicaid Expenses
Medi-Cal (Medicaid) recipient Merver Mays died, leaving her house as her only asset. Ms. Mays’ daughter, Betty Bedford, petitioned the...

Brian A. Raphan, Esq.
Jul 8, 20142 min read


The New New York Estate Tax Beware A 164% Marginal Rate
Some timely tax news from Forbes staff writer Ashlea Ebeling: It’s no April Fool’s joke. New York state doubled its estate tax exemption...

Brian A. Raphan, Esq.
Apr 4, 20143 min read
The 10 Most Overlooked Tax Deductions for Care Givers
Thanks to AgingCare.com & Lori Johnston for contributing these often forgotten tips: Before filing your taxes, don’t miss out on...

Brian A. Raphan, Esq.
Feb 26, 20143 min read


How to sell an inherited home:
Get good advice before putting mom and dad’s house on the market. Amy Hoak, MarketWatch. Selling an inherited house isn’t easy. There’s...

Brian A. Raphan, Esq.
Feb 19, 20143 min read


Senate Looks at Doctor-Dropping by Medicare Advantage Plans:
What to do when Medicare Advantage insurers drop large numbers of doctors from their plans? Raymond H. Welch, a dermatologist in Rhode...

Brian A. Raphan, Esq.
Jan 27, 20142 min read


9 (Potential) Problems with Your Trust:
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is...

Brian A. Raphan, Esq.
Jan 21, 20143 min read


How will the Affordable Care Act affect Seniors…
How will the Affordable Care Act affect Seniors… #healthcare #elderlaw #obamacare #seniorcitizens #eldercare #medicare #medicaid

Brian A. Raphan, Esq.
Dec 18, 20131 min read
Important news for seniors and their families
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