Recent Publications - Dennis Wiley


Trustees, Under Pressure from Beneficiaries Affected by COVID-19, Face Legal Risks
April 24, 2020 | Trusts & Estates
For many Trustees, the current economic environment is probably the most challenging they have ever faced. As the coronavirus epidemic sweeps across the country and throughout much of the world, the stock markets have experienced unprecedented volatility not seen since the Crash of 1929.1 Treacherous. Unpredictable. Hysterical. These are just some of the words that …
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New York Medicaid Trusts: The Devil Is in the Details
November 14, 2017 | Trusts & Estates
Irrevocable Medicaid trusts can be a powerful tool for families seeking to protect assets from the costs of long-term care, if drafted and administered properly. A failure of either can create bad blood within the tightest of families, with resulting financial repercussions, so the Suffolk County Surrogate’s Court reminds us in its September 7, 2017, …
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Electronic Wills and Digital Estate Planning: Still in the Concept Phase
September 29, 2017 | Trusts & Estates
For trust and estate attorneys, the big news this summer from Florida was not Hurricane Irma, but Governor Rick Scott’s veto of proposed legislation to legalize what are often called “electronic Wills.” These are Last Will and Testaments that are digitally created, signed and stored online or on a tablet, smart phone or similar electronic …
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