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All posts by: OKlaw

Provides as to Virtual Witnessing: For the purposes of Estates Powers and Trusts Law (EPTL)  3-2.1(a)(2), EPTL 3-2.1(a)(4), Public Health Law 2981(2)(a), Public Health Law 4201(3), Article 9 of the......
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The Governor’s Order, for a limited time, provides that any notarial act that is required under New York State law is authorized to be performed utilizing audio-video technology provided that......
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A.  MEDICARE CO-PAYMENT INCREASED FOR REHABILITATION IN 2020 Medicare will usually pay 100% of  First 20 days with a $176 co-payment per day 21-100.  B.  2019 MEDICAID ELIGIBILITY NUMBERS FOR......
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10 ESTATE PLANNING MISTAKES & HOW TO AVOID THEM: • ARE YOUR DOCUMENTS OUTDATED OR MISSING SIGNATURES? • COULD YOU HAVE THE WRONG PERSON AS EXECUTOR? • HAVE YOU FAILED......
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Ashlea EbelingForbes Staff Retirement The U.S. Supreme Court has announced it will hear a trust tax case that has significant implications for states and trust beneficiaries: Hundreds of millions of dollars of......
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SAN JOSE, Calif. (KGO) –Located in San Jose, California, The College of Adaptive Arts (CAA) delivers lifelong learning and an equitable collegiate experience to adults with special needs. Founded in......
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On September 18, the Department of Veteran Affairs (VA) issued major changes to its Veterans Pension, including “Aid and Attendance,” and other needs-based benefits. You can protect your assets without......
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The Hon. Eileen Rakower, a New York State Supreme Court Judge, ruled that the DOL’s Emergency Regulation allowing live-in workers to receive 13 hours of pay for 24-hour shifts was......
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New York Times on Saturday Sept. 28, 2018 By Tara Siegel Bernard Graphic by Karl Russell It’s no wonder that Social Security is politically contentious. The program’s reach is vast: More than......
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New York Times  Aug. 18, 2018 By Elizabeth Olson  Dawn Shaw, a retired legal secretary in northern Maine, made two stops weekly without fail. One was her church. The other was......
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by Brian Thompson , CONTRIBUTOR JD/CFP® helping LGBTQ couples thrive today and prepare for tomorrow.  Opinions expressed by Forbes Contributors are their own. “Three years ago, Obergefell vs. Hodges upended financial planning for LGBTQ couples, legalizing......
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The Senior $afe Act was first introduced  in July of 2017. It was designed to protect vulnerable adults from financial exploitation. As of last month it has passed the House......
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The Atria on Roslyn Harbor has IDA rent reduction slots available for residents whose income is below $40,850 for a single person or $46,700 for a couple. As you know,......
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What It Was Like to Finally Write My Will by John Schwartz, NYT, April 8th, 2018 Image by Alice Yu Deng Unless your life is extraordinarily uncomplicated, you should write......
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Do I need to apply for Social Security or other benefits to be eligible for Medicaid? By David R. Okrent, CPA, Esq. New York State requires people receiving or applying......
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Can An Irrevocable Trust Be Revoked in New York State? By David R. Okrent, Esq., CPA A very popular tool in estate planning is the use of an Irrevocable Trust,......
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Subject: 2017–’18 Enacted Budget Update-Reserved Bed Days Chapter 57 of the Laws of 2017 recently amended Public Health Law § 2808(25) relating to Medicaid reimbursement for reserved bed days due......
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My hospital stay was “Observation” status, so Medicare refused to pay for my Rehabilitative Care CMS Issues Instructions Regarding the Medicare Outpatient Observation Notice (MOON) By David R. Okrent, CPA,......
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New Legislation Provides Tools for Seniors to Combat Elder Abuse Like many states throughout the country, New York State has existing elder laws that were developed with elder safety in......
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Great News, On January 7, 2016 New York Moves Forwarded InProtecting Patients Upon Discharge. By David R. Okrent, Cpa, Esq. On January 7, 2016 New York enacted new laws titled......
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