In The News

Tax Section / NAELA News Online – June 2018
“A Clear Winner in the Tax Cuts and Jobs Act of 2017: Qualified Disability Trusts”

The Tax Cuts and Jobs Act of 2017 greatly enhances the income tax benefits of a Qualified Disability Trust.

Click here to read the article.

NAELA News – Spring 2016
“What Is a Qualified Longevity Contract?”

A few things Elder Law attorneys should know about this new investment option.

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NAELA News – Oct/Nov/Dec 2015
“The Day an Elder Law Attorney Walked Into a Room of Retirement Experts”

Encouraging savings and engineering lifetime income has recently dominated the thinking of retirement experts. Running out of savings in old age is an issue for many. Unfortunately, these discussions often lack the analysis of what happens to your hard-earned money when a catastrophic illness strikes you or a loved one.

Click here to read the article.

The Roslyn News – July 2015
“Choosing a Trustee”

The selection of a trustee is not an easy one. Is there one person who you trust who will follow all of your wishes and also have a complete understanding the legal and financial ramifications of their actions? This article provides guidelines to help readers make this decision, using a series of questions that apply to most situations.

Click here to read the article.

Nassau Lawyer – June 2014
“Clayton Elections vs. Qualified Disclaimers in Estate Planning”

The use of Qualified Disclaimers in estate planning is explained in detail and its application is compared to the use of the Qualified Terminal Interest Property Trust (QTIP), which is used to pass interest in property to a surviving spouse without the decedent losing the ability to control the disposition of the property when the surviving spouse passes. The article provides valuable insight into how these and other estate planning tools are used to provide maximum tax protection while ensuring that the tactics used are not disqualifying transfers for Medicaid.

Click here to read the article in its entirety.

New York State Bar Association Elder and Special Needs Journal – Spring 2013

Elizabeth Briand and Sarah C. Moskowitz co-authored an article, Special Needs Planning and New York’s Amended Decanting Statute, published by the Elder Law Section of the New York State Bar Association. This examination of the changes to the statute takes a close look at how decanting is used in Special Needs and Elder Law planning.

Read the article.

Blog Talk Radio – February 2011

Stephen was interviewed by Denise Brown, host of “Your Caregiving Journey:  Helping You Help Aging Relatives” on the challenges facing caregivers and the legal documents that they should have in place.  The focus of the interview is on the Power of Attorney, the Durable Power of Attorney, and the responsibilities and issues that come into play with use of these powerful documents.

Listen to the full interview.

Long Island Business News – October 2010

Thanks to Long Island Business News for including me in their Fifty Around 50 Awards, described as LIBN’s “annual tip of the hat to 50, or so, Long Island companies and business leaders who have chalked up five decades, or so, of success.”

Read the article here.

AARP – March & April 2010

Personal finance writer Lynn Brenner’s close look at how IRAs are easily the most botched part of an estate plan features Silverberg as a leading source.  He explains common errors, recounts horror stories, and tells readers how to solve the problem.

USA Today – June 29, 2009

Comments by Silverberg regarding the Michael Jackson estate ricochet around the web:

“This is going to be a major headache. These are matters that could take years and years to settle and could touch off a feeding frenzy,” says Stephen J. Silverberg, a New York attorney who specializes in estate planning and has represented other celebrities. Bickering over the estate of famed guitarist Jimi Hendrix, who died in 1970, lasted until 2005, Silverberg notes, although litigation continues over profits from use of Hendrix’s image.

Read on to learn more about Estate Planning.

Chicago Tribune – November 30, 2008
“No Easy Way Out of Debt After Working Days are Done”

Silverberg suggests tactics for unemployed workers over 60 who are struggling to keep their homes.