Trusts and Estates

• New York State Legislature Considering Law to Permit Transfer on Death Deeds

  10/23/2023

  A pending bill before the New York State Legislature would permit transfer on death deeds (so-called TOD deeds). A TOD deed permits the owner to transfer real property to a named beneficiary or beneficiaries upon the owner’s death. A TOD deed may eliminate the need to probate a simple estate and it would also give the beneficiary an automatic “step-up” in basis that can substantially reduce liability for capital gains taxes.
  
  For more information, please contact a member of our Real Estate or Trusts and Estates Groups.

• Warshaw Burstein Joins IR Global

  07/31/2023

  Warshaw Burstein, LLP today announced it has joined IR Global, a multi-disciplinary professional services network that provides legal, accountancy, and financial advice to companies and individuals around the world.

• Tax Partner Jason Diener Presents Paper to Tax Club of New York City

  06/06/2023

  Warshaw Burstein tax attorney Jason Diener presented a research paper to the Tax Club of New York City on May 18 addressing the various and often complex considerations with respect to both the scope of, and uncertainty in, the existing authority on the tax treatment of trust and estate litigation disputes.

• Five Warshaw Burstein Lawyers Named 2022 Top Women Lawyers by Super Lawyers in the New York Metro area

  03/23/2023 | Super Lawyers

  The Warshaw Burstein attorneys recognized this year as Top Women Lawyers in the New York Metro area by Super Lawyers, are Alexis Cirel, Kimberly C. Lau, Sarah A. Steckler, Jennifer Sundt, and Neena Tankha.

• End of Year Estate Tax Planning

  12/12/2022

  With the holiday season upon us and gifting in mind, in 2022, you can make a tax-free annual exclusion gift made of cash or of tangible assets such as stocks, real estate or shares of a family business

• Sarah A. Steckler to Serve as a Program Chair for NYSBA Elder Law and Special Needs Law Section Annual Meeting Program

  12/08/2022

  Partner Sarah A. Steckler will serve as a Program Chair for the New York State Bar Association’s upcoming Elder Law and Special Needs Law Section Annual Meeting on January 20, 2023.

• Westchester County Senior Law Day Collaborative Features Kadeen Wong As Presenter

  11/02/2022

  Kadeen Wong, Associate in the Trusts and Estates and Elder Law groups, was a featured speaker at the recent Yonkers Senior Law Day Collaborative event at the Yonkers Public Library on October 19.

• SECURE Act rules when you die without designating a beneficiary on your IRA

  11/02/2022

  If you have not designated a beneficiary on your IRA, your intended beneficiary will not have the flexibility to spread distributions from an inherited IRA account over 10 years as provided by the SECURE Act.

• Eighteen Warshaw Burstein Lawyers Named Super Lawyers for 2022

  09/29/2022

  Eighteen Warshaw Burstein lawyers were named 2022 Super Lawyers in their respective practice areas in the New York Metro area.

• Warshaw Burstein Adds Associates to Litigation, Real Estate, Matrimonial and Trusts and Estates Groups

  05/17/2022

  Warshaw Burstein, LLP announced that the firm has hired five new associates over the past several months to work with the Litigation, Real Estate, Matrimonial and Trusts and Estates groups.

• Warshaw Burstein, LLP Trust & Estates, Fertility Law and Matrimonial Law Groups Sponsor PWJC’s Cocktails for a Cause

  05/16/2022

  Warshaw Burstein, LLP is a proud sponsor of the Pace Women’s Justice Center Annual Spring Cocktails for a Cause Party on May 24, 2022.

• Sarah A. Steckler Named to Pace Women’s Justice Center’s Friends of Gail Advisory Board

  04/07/2022

  Organization provides free legal services to victims and survivors of domestic violence, sexual assault and elder abuse.

• Sarah Steckler Moderated Webinar on Understanding Your Social Security Retirement Benefits

  03/30/2022

  This presentation discussed the financial considerations to be made when deciding to take your Social Security Benefits and emphasized the importance of proper timing.

• Partner Sarah Steckler Featured on WVOX Radio Show

  03/25/2022

  Sarah Steckler, a partner in the Trusts and Estates and Elder Law groups was a featured guest on "Time to Talk with Jen Graziano" on WVOX 1460 AM on February 28, 2022. Sarah discussed Senior Law Day programs in Westchester County, as well as basic information about trusts and estates planning.
  
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• 2022 TRUST AND ESTATES UPDATES

  02/07/2022

  The federal gift tax exemption amount for gifts made in the year 2022 is $12.06 million per person ($24.12 million for a married couple) up from $11.7 million in 2021. However, the exemption amount will be reduced by approximately one-half on January 1, 2026, if Congress does not act to make the higher exemption amount permanent.

• Steve R. Graber Joins Warshaw Burstein as Partner in Trusts and Estates Group

  08/02/2021

  Warshaw Burstein, LLP, a full-service law firm in New York City, today announced Steve R. Graber has joined the firm as a partner in the Trusts and Estates Group.

• New Law Requirements for Powers of Attorney In New York State

  06/22/2021

  Effective June 13, 2021, New Yorkers are now required to use a new power of attorney form. 

• Sarah A. Steckler Joins Warshaw Burstein as Partner, Launches Elder Law Practice with Partner Peter Lese, Joins Fertility Law Group

  05/20/2021

  Warshaw Burstein, LLP, a full-service law firm in New York City, today announced Sarah A. Steckler has joined the firm as a partner in the Trusts and Estates and Fertility Law groups. She will also launch an Elder Law Practice with Peter L. Lese, Partner and Chair of the firm’s Trusts and Estates Group.