Long Island News, Tax Talk Radio Show (103.9FM): Common Estate Planning and Litigation issues including fiduciary appointments, life insurance and Trusts

Cheryl L. Katz-Erato, Tax Trusts & Estates partner at Forchelli Deegan Terrana LLP joins "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group for a discussion on the Common Estate Planning and Litigation issues including fiduciary appointments, life insurance and Trusts.

Continue ReadingLong Island News, Tax Talk Radio Show (103.9FM): Common Estate Planning and Litigation issues including fiduciary appointments, life insurance and Trusts

One Decedent, Multiple Jurisdictions: What’s Your Next Step In New York?

As our ability to work and conduct business remotely continues to expand and become more widely accessible, the likelihood that an individual will establish a financial footprint in more than one geographical location will increase. What happens if a non-domiciliary passes away with property located in New York or with significant ties to New York? How will a New York Surrogate’s Court accept jurisdiction in…

Continue ReadingOne Decedent, Multiple Jurisdictions: What’s Your Next Step In New York?

Now Is the Time for Estate Planning: How to Leverage Low Interest Rates and a Temporarily Favorable Tax Landscape

This article, written by Forchelli Deegan Terrana LLP Tax, Trusts & Estates Partner Lorraine S. Boss, was published in the September 2020 issue of the Nassau Lawyer, the Journal of the Nassau County Bar Association. Click here to read full-text. Reprinted with permission from the Nassau Lawyer.

Continue ReadingNow Is the Time for Estate Planning: How to Leverage Low Interest Rates and a Temporarily Favorable Tax Landscape