Trusts & Estates


Guest Column: After death, what happens to unused rewards points?
October 19, 2026 | Patricia C. Marcin | Trusts & Estates

When a loved one dies, families understandably focus first on funeral arrangements, bank accounts, insurance, taxes and the many immediate tasks that follow. Reward points from credit cards, airlines and hotels may not come to mind right away. Yet those accounts can hold meaningful value.

Reward points usually do not pass like money

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Terminally Ill New Yorkers Have a New Option
| Patricia C. Marcin | Trusts & Estates

As of August 5, 2026, eligible terminally ill New Yorkers can request medical aid to die under New York’s Medical Aid in Dying Act (MAID). Under MAID, a qualified terminally ill patient may request from his or her physician prescription medicine to give to themselves either at home or in a healthcare facility, but the

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Guest Column: Medical aid in dying is now legal in New York State
September 21, 2026 | Patricia C. Marcin | Trusts & Estates | Elder Law

For years, people with terminal illnesses had no choice but to live out their remaining time, with no hope of recovery and often in severe pain. While 13 states and territories have statutes permitting aid in dying, New York lacked such a measure. That all changed last month.

As of Aug. 5, terminally

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Using Your House to Transfer Wealth
September 8, 2026 | Patricia C. Marcin | Trusts & Estates

There is an estate planning technique that allows you to gift your personal residence to your kids while still getting to live there. A qualified personal residence trust (a/k/a a house trust) permits you to transfer your residence to the trust and retain the right to live there for a certain number of years rent-free,

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Guest Column: When it makes sense to gift your house
August 24, 2026 | Patricia C. Marcin | Trusts & Estates

Many people own second homes that, in the right circumstances, can be used to make gifts and reduce the portion of their estate subject to estate tax.

With the high 2026 federal estate and gift tax exemption ($15 million), no New York State gift tax, and the high 2026 New York State estate tax exemption

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What Does an Executor Do?
August 14, 2026 | Patricia C. Marcin | Trusts & Estates

If you’ve ever read a will, you’ll see the term “executor.” An executor is the person you appoint to carry out your wishes as expressed in your will. The executor’s job lasts a relatively short period of time, typically two to three years, ending with the final distribution of the estate’s assets to the beneficiaries.

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Expressing Gratitude: Using Your IRA to Make Gifts to Brightway
August 10, 2026 | Patricia C. Marcin | Trusts & Estates

Tricia Marcin authored the article, “Expressing Gratitude: Using Your IRA to Make Gifts to Brightway,” which was published on Brightway.com, one of Long Island’s largest organizations serving children and adults with autism and other developmental disabilities. The organization supports more than 1,600 people across Nassau and Suffolk counties.

The article explains how eligible individuals can

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Guest Column: Preserving parental decision-making rights
July 20, 2026 | Patricia C. Marcin | Trusts & Estates

One issue that resonates with many parents is the loss of control over decisions involving their children once they turn 18. While we may know better, an 18-year-old is generally considered an adult under New York law.

Many are just beginning their journey into adulthood, whether they are starting advanced training, heading off

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When a Will Is a Good Idea
July 8, 2026 | Patricia C. Marcin | Trusts & Estates

If you have trust; or don’t have children; or it’s just you, your spouse and your kids; you might think you don’t need a will, but it depends on the nature of your assets and how you want them handled when you’re gone.

A last will and testament directs your executor how and to whom

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

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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