Estate Planning Law | Law Firm Newswire

New Bedford, MA (Law Firm Newswire) July 13, 2020 – Surprenant and Beneski, P.C is pleased to announce that we have recently implemented a strategy to help families preserve their income when one of the spouses is seeking long-term care through MassHealth (Medicaid). As many are aware, a Qualified Domestic Relations Order (QDRO), is a court order traditionally used in the context of divorce that assigns a portion of income in a pension or retirement plan of one spouse to the other since such income is considered marital property subject to equitable distribution. However, a QDRO need not necessarily be […]


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New Bedford, MA (Law Firm Newswire) July 13, 2020 – Surprenant and Beneski, P.C is pleased to announce the release of the 2020 edition of our Retirement & Beyond Guide. The annual guide, available for free, is designed to help families plan for all phases of retirement and beyond, with an emphasis on long-term care planning. Written by attorney Michele Beneski and a consortium of seasoned elder law and estate planning professionals, the user friendly guide contains well-conceived asset protection strategies for residents of southeastern Massachusetts and Cape. The annual guide supplements our estate planning toolbox with: * Informative articles […]


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Tampa, FL (Law Firm Newswire) June 22, 2020 – Those looking to save money by writing their own will should consider the following drawbacks before making that decision. Wills are among many legal issues that people try to handle on their own. Countless websites offer “Do It Yourself” forms and pre-written wills, only requiring users to plug in their personal information. However, “Do It Yourself” wills have many pitfalls. The importance of a comprehensive estate plan The first thing to keep in mind when thinking about a will is that to be most effective, a will is just one element […]


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Irvine, CA (Law Firm Newswire) June 15, 2020 – OC Wills & Trust Attorneys, a prominent estate planning practice with several offices in Orange County, California, is, along with the other businesses and offices throughout the country, reopening its doors to in-person appointments. Eager though we are to welcome back clients we have provided with customized service for over 25 years and to assist new clients seeking our help, safety is our top priority. We will continue to carefully follow state guidelines to protect all of those who come for in-person meetings as well as our dedicated staff. As always, […]


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Irvine, CA (Law Firm Newswire) March 19, 2020 – The novel coronavirus is dramatically impacting our society in countless ways, including the legal community. At OC Wills and Trust Attorneys, we will continue to provide first-rate estate planning services to the community. At the same time, our founding attorney Brian Chew is keenly aware that the safety of our staff and our clients is a priority. Some of the steps we will be taking to protect you and our staff until the Covid-19 pandemic subsides include: * Social Distancing — We will no longer be shaking hands with visitors to […]


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Harrisburg, PA (Law Firm Newswire) March 16, 2020 – Hazen Law Group was proud to participate in the 8th Annual Education Forum & Pre-Retirement Workshop, hosted by the Pennsylvania State Education Association (PSEA). The event was held at McCaskey East High School in Lancaster, Pennsylvania on February 20, 2020. Attorney Linda J. Olsen, Esq. Presented this year’s Education Forum & Pre-Retirement Workshop, which is entitled, “Elder Law and Estate Planning.” The workshop addressed estate planning issues for teachers preparing for retirement. “Educators arean integral part of our society, without whom we would be lost,” says Olsen. “However, despite the great […]


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New Bedford, MA (Law Firm Newswire) March 11, 2020 – On December 20, 2019, the U.S. Congress passed a comprehensive spending package which included provisions for The SECURE Act. The measure, formally known as the Setting Every Community Up for Retirement (SECURE) Act, includes reforms designed to make saving for retirement easier. At Surprenant & Beneski, P.C., we are encouraging our clients to revisit their retirement and estate planning strategies in light of the SECURE Act, which became effective on Jan. 1, 2020. The new law includes changes that will affect individual retirement accounts (IRAs), defined benefit pension plans, defined […]


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Harrisburg, PA (Law Firm Newswire) March 10, 2020 – On February 27, 2020, the Pennsylvania Bar Institute in Mechanicsburg, Pennsylvania hosted the annual Estate and Elder Law Symposium. This one-day program featured some of the most popular sessions from the annual Estate Law Institute and Elder Law Institute, which is a more intensive, three-day event that will be held in Harrisburg later this year. The symposium provided important tips to practitioners who handle any matters related to estate planning or elder law. Marielle Hazen, the founder of the Harrisburg estate planning law firm, Hazen Law Group, is again proud to […]


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San Diego, CA (Law Firm Newswire) March 9, 2020 – Albertson & Davidson, LLP, a California trust and estate litigation firm, announced today that they secured an important victory in their client’s financial elder abuse case against Thomas Yoshio Itow. Honorable David L. Belz, Judge of the Orange County Superior Court, determined that the facts presented by the firm in the matter of the Itow Family Trust met the evidence standard required for the ruling. Under California financial elder abuse law, four elements must be proven to establish undue influence: (1) vulnerability of the victim, (2) apparent authority of the […]


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Harrisburg, PA (Law Firm Newswire) March 6, 2020 – The 12th Annual Pennsylvania Association of Elder Law Attorneys (PAELA) Winter Conference was held over February 20 to 23, 2020, at Omni Bedford Springs Resort, Bedford, Pennsylvania. Throughout the conference, Marielle F. Hazen, Esq. presented on state and federal public policy issues including an update on the SECURE Act and other important estate, elder law and special needs planning updates. PAELA is a non-profit association designed to assist lawyers, bar organizations, and others who work with older clients and their families. PAELA provides a resource of information, education, networking and assistance […]


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Irvine, CA(Law Firm Newswire) February 20, 2020 – We are pleased to announce that founding attorney Brian Chew is now a member of Forbes Business Council, a professional community of business owner’s founders, and executive leaders. Members are selected based on factors such as career success, diversity of perspective, and a willingness to give back to the community. Mr. Chew is a highly regarded thought leader in wills, trusts and estates. His recent council post focuses on the unique estate planning needs of business owners. Backed by over 25 years of experience, he is dedicated to helping entrepreneurs plan for […]


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Minneapolis, MN (Law Firm Newswire) January 17, 2020 – Chris Tymchuck, already a well-respected estate planning attorney at SeilerSchindel, PLLC. in St. Louis Park, Minnesota, now has the added credential of being a certified elder care mediator. Having this additional certification is important to Ms. Tymchuck as well as to her grateful clients, since she is well-suited — in terms of her temperament, skill set, and commitment — to clarifying communications among family members. Ms. Tymchuck knows from her own personal experience, as well as from her legal advocacy, how significant it is to help family members come to a […]


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Minneapolis, MN (Law Firm Newswire) January 16, 2020 – Chris Tymchuck, already a well-established estate planning attorney in Minnesota, is now also licensed to practice law in Wisconsin. This is a boon to the residents of Wisconsin who are now able to benefit from her in-depth knowledge of estate planning law and her remarkable sense of empathy for her clients. She has assisted many individuals and families in navigating probate, guardianship, conservatorship, business succession, special needs planning, and asset protection in St. Louis Park, Minneapolis, Minnetonka, and Bloomington, Minnesota, and is now poised to do the same for clients throughout […]


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San Francisco, CA (Law Firm Newswire) December 16, 2019 – Attorney Mark Gilfix of Gilfix & La Poll Associates LLP was honored to be a speaker at the 2019 Bay Area Adult Autism/DD Conference at Stanford University on Saturday, November 16. Gilfix’s presentation, Integrated, multi-generational planning: How to provide for a vibrant legal and financial future for your loved one with autism highlighted strategies to integrate legal, financial and long-term care issues into an optimized special needs plan. “There is so much ignorance and uncertainty out there. Parents of children with autism feel overwhelmed. Integrating legal and financial planning can […]


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Harrisburg, PA (Law Firm Newswire) November 29, 2019 – Marielle Hazen has again been recognized by her peers as a “Lawyer of the Year.” Hazen earned the distinction from the Best Lawyers publication in the practice area of Elder Law in Harrisburg, Pennsylvania, for 2019.  “All of us at Hazen Law Group work so hard to give our clients the best legal representation available,” said Hazen. “Distinctions like these, which come from our peers in the field, validate the appreciation and positive feedback we get from our clients.” Hazen will be highlighted in the 25th Edition of The Best Lawyers […]


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San Mateo, CA (Law Firm Newswire) November 21, 2019 – Loew Law Group is proud to announce that founding attorney Jeffrey Loew has been named San Mateo County’s Bar Association (SMCBA) Member of the Month for November 2019. The SMCBA comprises approximately 2,000 attorneys and other legal professionals dedicated to promoting and maintaining the honor and dignity of the legal profession. Mr. Loew was nominated by his peers and recognized by the Bar Association for his expertise in trust, estate, and probate law, primarily in the areas of trust and estate litigation, fiduciary litigation, and financial elder abuse. More than […]


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Harrisburg, PA (Law Firm Newswire) November 21, 2019 – Hazen Law Group is proud to participate in the eighth annual 2020 Education Forum and Pre-Retirement Workshop, sponsored by the Pennsylvania State Education Association (PSEA). Attorney Linda J. Olsen, Esq., will present “Elder Law and Estate Planning.” This workshop will address estate planning as it is relevant to Pennsylvania educators. “Educators are an integral part of our society, without whom we would be lost,” says Olsen. “However, despite the great debt we owe Pennsylvania’s educators, it is no secret that pursuing a career in modern education is difficult and has plenty […]


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Harrisburg, PA (Law Firm Newswire) November 13, 2019 – Hazen Law Group is proud to be presenting on the topic of elder law and long-term care financing at the National Insurance and Financial Advisors Meeting on November 13, 2019. Attorney Linda J. Olsen, Esq. of Hazen Law Group in Harrisburg will present “Long Term Care Financing.” The meeting will be held at the Giant Foods Community Center in Camp Hill, Pennsylvania on November 13, 2019 from 1:15 to 2:00 p.m. “It is the ultimate peace of mind to know that our loved ones are taken care of,” says Olsen. “With […]


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San Francisco, CA (Law Firm Newswire) November 8, 2019 – The Jewish Bar Association of San Francisco selected attorney Michael Gilfix of Gilfix & La Poll Associates to receive the prestigious Ruth Bader Ginsburg Award for Excellence in recognition of his outstanding contributions to the field of Elder Law. The association presented the award to Gilfix at its 2019 Annual Gala on November 5, held in San Francisco at Sens Restaurant from 6 p.m. to 8:30 p.m. In selecting Mr. Gilfix as the award recipient, the organization described him as a leader, “a Bay Area lawyer who…pioneered the field of […]


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Harrisburg, PA (Law Firm Newswire) November 6, 2019 – Best Lawyers recognizes Attorney Hazen’s dedication to her clients and the practice area, naming her Elder Law Attorney of the Year for the Harrisburg Area. Each year, Best Lawyers releases a list of the top attorneys from each geographical area. The organization recognizes just one attorney from each practice area. Attorneys are first nominated by colleagues before they undergo a thorough peer-review process. The feedback is then analyzed, eligibility checked, and finally, the results are released. The organization released its first list of top attorneys in 1983, and has been a […]


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