Recent Publications - Jeffrey S. Greener


New Medicaid Planning Tool
August 22, 2017 | Jeffrey S. Greener | Trusts & Estates
The most costly item in retirement isn’t housing; it’s healthcare. According to the AARP, some 70% of Americans will require long-term care during their lifetime. With nursing homes in New York costing $12,000 to $14,000 per month and the future of Social Security and Medicare unclear, many retirees risk financial ruin unless they have put …
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Planning For Long Term Care: The Irrevocable Income Only Trust
August 5, 2016 | Trusts & Estates
After many years of hard work, sacrifice and saving, most people look forward to a secure and stress-free retirement. Few, however, consider the probability of needing costly long-term care, either at home or in a nursing home. According to the AARP, approximately 70% of Americans will need some type of long-term care. Nursing homes in …
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Trusts, Estates & Taxation Newsletter – Winter 2013
January 31, 2013 | Trusts & Estates
Please click the link below to view the Trusts, Estates & Taxation Newsletter – Winter 2013. Adobe Reader is required to view the bulletin. If Adobe Reader is not installed on your PC, click here to download and install. Trusts, Estates & Taxation Newsletter – Winter 2013 …
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Home Is . . . Where the Domicile Is? – Part II of a two-part series
January 31, 2013 | Trusts & Estates
In our fall newsletter, we advised you of the intense review given a residency audit.  In the second part of this article, we have outlined the following steps that should be taken to successfully transition into a new domicile: Declare your new state to be your place of domicile and residence in all forms or …
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Home Is . . . Where the Domicile Is?
August 31, 2012 | Trusts & Estates
While “home is where the heart is”, “domicile” is where the tax savings reside.  Determining one’s domicile becomes very important when a person has connections with New York and another state, and they want to avoid being subject to New York State tax.  New York State Tax Law Section 605(b) says simply that if you’re …
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Trusts, Estates & Taxation Newsletter – Fall 2012
August 31, 2012 | Trusts & Estates
Please click the link below to view the Trust, Estates & Taxation Newsletter-Fall 2012. Adobe Reader is required to view the bulletin. If Adobe Reader is not installed on your PC, click here to download and install. Trust, Estates & Taxation Newsletter-Fall 2012 …
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