Trusts & Estates


Preserving a Residence While Qualifying for Medicaid
June 23, 2026 | Lauren I. Mechaly | Sarah Natanov | Trusts & Estates | Elder Law

Medicaid is a jointly funded federal and state program that provides health insurance coverage, including long term care services, to eligible New Jersey residents. Although every state receives federal funding and must comply with federal guidelines, each state administers its own program and establishes its own eligibility requirements. As a result, Medicaid eligibility rules, including

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Guest Column: Do I need a will? Can I do it myself?
June 15, 2026 | Patricia C. Marcin | Trusts & Estates

Whether you need a will is not as simple to answer as you may think. And if you do need one, should you save money by doing it yourself through an online program? Saving money now could prove costly later.

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Back to Basics: Wills & Revocable Trusts
| Patricia C. Marcin | Trusts & Estates

I am often asked about the difference between wills and revocable trusts, and whether one or the other, or both, are necessary. Wills and revocable trusts basically do the same thing — they are documents in which you give away your assets to your beneficiaries upon your death. Both can be revoked and changed whenever

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Are DIY Wills and Trusts a Good Idea?
May 18, 2026 | Patricia C. Marcin | Trusts & Estates

Qualifications matter. Just as you wouldn’t call an electrician to fix a plumbing problem, you shouldn’t create estate planning documents yourself. Doing so might subject your estate to costly  litigation by disgruntled heirs. You might also run the risk that the documents don’t do what you actually want.

Wills and trusts must be executed according

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How Executors and Trustees Protect Families
| Trusts & Estates

Patricia Marcin is the author of a monthly guest column appearing in The Suffolk Times and the Riverhead Times Review.

Since you care about your family, it’s important to choose the right people to help them when doing your estate planning. That’s where an executor or trustee comes in.

Although both manage assets and distribute them to beneficiaries, an

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The Last Word on Your Final Wishes Should Be Yours
April 30, 2026 | Wendy Hoey Sheinberg | Trusts & Estates

The media is filled with stories of deceased celebrities whose final wishes were either unknown or disputed. An important lesson: You can retain control of your visitation, funeral, and burial (or cremation) plans after death, provided you have a comprehensive estate plan in place. In addition to powers of attorney, health care proxies, and living

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What to Know about Wills vs. Trusts
April 20, 2026 | Patricia C. Marcin | Trusts & Estates

Patricia Marcin is the author of a monthly guest column appearing in The Suffolk Times and the Riverhead Times Review.

I am often asked about the difference between wills and revocable trusts. It’s one of the most common estate planning questions I hear, especially here on the North Fork, where many families are thinking about how to

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What Should I Be Thinking About Now That My Disabled Child Is Turning 18?
March 25, 2026 | Lauren I. Mechaly | Sarah Natanov | Trusts & Estates

For many, turning 18 is a milestone birthday. They can vote, enter the military, or change their name. They are also able to make their own financial and medical decisions. On a person’s 18th birthday, they become a legally emancipated adult. This is true for a disabled individual, too, making the 18th birthday a potentially

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Consider Trusts for Your Kids
March 10, 2026 | Patricia C. Marcin | Trusts & Estates

If you have children under age 18, you should have trusts for each of them in your will or revocable trust. If minors under 18 years old inherit any assets from you, a guardian of the property (as opposed to a guardian of the person, which you designate in your will) must petition the court

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New York Electronic Wills Act Enacted, Not Yet Effective
January 26, 2026 | Nicholas G. Moneta | Trusts & Estates

On December 12, 2025, Governor Hochul signed the New York Electronic Wills Act into law (the “EWA”).[i] Per the terms of the EWA, the legislation takes effect on June 10, 2027 (i.e., 545 days from its enactment), and will be codified as a new Section 3-6.1 et seq. of the New York Estates, Powers and

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