Click here to listen to the recording. The Stony Brook University Foundation invited David R. Okrent, Esq., CPA, to be the featured speaker for its March 2025 webinar on “Elder Law and Estate Planning.” Invites were limited to its Alumni and Friends.
Update: On April 9, 2025, parties to a federal lawsuit against New York State’s Department of Health filed a joint proposed preliminary injunction, approved by the judge on April 10, 2025, extending the date for transition to May 15, 2025
On January 5, 2025, President Biden signed the Social Security Fairness Act, H.R. 82, repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) This Act was passed by a large bipartisan majority in both the House and Senate.
In April of 2024, the New York Executive and the New York Legislature released and enacted Article VII budget language bills changing, in addition to many other changes, the Consumer Directed Personal Assistance Program (“CDPAP/CDPAS”) under the New York State
We are happy to announce that the Firm’s Managing Attorney, David R. Okrent, Esq., CPA, has been appointed to the New York State Coordinating Council for Services Related to Alzheimer’s Disease and Other Dementias by New York State Governor Kathy
No. 202.105 E X E C U T I V E O R D E R Continuing Temporary Suspension and Modification of Laws Relating to the Disaster Emergency WHEREAS, on March 7, 2020, I issued Executive Order Number 202, declaring a State disaster emergency for the entire State of New York; and WHEREAS,
10 ESTATE PLANNING MISTAKES & HOW TO AVOID THEM: • ARE YOUR DOCUMENTS OUTDATED OR MISSING SIGNATURES?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 TO PROPERLY EXECUTE POWERS OF ATTORNEY WITH GIFT RIDER? •
Another smart reason to have Good & Current Powers of Attorney: Spouses and Medicaid Spousal Refusal Planning By David R. Okrent, Esq. C.P.A. Complex spousal issues arise from an obligation to support & marital rights. This Article will consider some
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