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Gene Kirzhner Oct. 28, 2014

Petition for Probate: Opening a Probate Estate

Case: A gentleman who had been granted Durable Power of Attorney by his elderly mother needed to transfer money from her mutual funds account into a checking account of which he and his mother were joint owners.

Gene Kirzhner Oct. 8, 2014

Protecting the Primary Residence

Beginning July 1, 2014, Rhode Island Medicaid planning became a little bit more difficult as one common option to protect the primary residence was “taken off the table”.

Gene Kirzhner Sept. 8, 2014

Estate Planning For Same-Sex Couples

In light of the 2013 Windsor decision, which struck down as unconstitutional the portion of the Defense of Marriage Act (DOMA) that codified marriage as between man and woman

Gene Kirzhner June 28, 2014

Lessons From The Paul Walker Estate

A few months back we wrote about the untimely death of James Gandolfini and some of the estate planning lessons that could be learned from the tragedy.

Gene Kirzhner May 28, 2014

Three Basic Estate Planning Techniques – Is One Better Than the Others?

One common question we are often asked by clients is: Do I need a living trust? For many clients, a living trust is a valuable device that can serve a number of purposes.

Gene Kirzhner March 28, 2014

Estate Recovery Under Obamacare

Under Obamacare, or The Affordable Care Act (ACA), Medicaid enrollment is set to increase dramatically. Financial eligibility for the program has been broadened to include families below 138% of the federal poverty line in states

Gene Kirzhner Feb. 20, 2014

Providing for Stepchildren in the Estate

Most people understand the necessity of having a Last Will and Testament, even if some of this understanding is at times misinformed.

Gene Kirzhner Sept. 28, 2012

Owning Real Estate As Joint Tenants Can Be Risky Or Costly!

We have clients who ask us to transfer real estate to a child or children during their life-time in order to avoid probate and for other family reasons.

Gene Kirzhner July 28, 2012

Should Your “Attorney-In-Fact” Be The Same For Your Durable Power Of Attorney And Your Medical Durable Power Of Attorney?

If you read my “blurbs” at the beginning of our monthly elder-law newsletter you might wonder whether I am “beating a dead horse” when it comes to “powers of attorney”.