Tweet This is best summed by a statement that is part of an article by the New York Times “He was a very smart man but he died like an idiot,” said Paul Skurka, a fellow Holocaust survivor who befriended Mr. Blum after doing carpentry work for him in the 1970s. When Roman Blum died [...]
Archive for the ‘Estate Probate’ Category
A Cautionary Tale When you Leave Millions and the State Gets It!
May 1st, 2013
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Posted in Asset Protection, Estate Probate, Gary R Lieberman, Josh Eisenberg, Law Offices of Gary R Lieberman LLP, Trusts
Tags: (866) 410-3126, 1968 single by Mary Hopkin Those Were The Days, a bracelet, a cleaning woman found him, a third cousin twice removed, a watch, attorney, auctioned off his furniture, auctioned off his jewelry, basement of the public administrator, Bay Area, been superstition, beneficiaries, blood relative can claim an inheritance in the absence of a will, Blum built a large brick house in the upscale neighborhood of Southeast Annadale, Blum died in early January 2012, Blum fell down the stairs of his home, Blum had about $4 million in cash, Blum once a month deposited $100k+ in checks, Blum remained at home in a hospital bed with 24-hour care, Blum’s estate will be passed to the city’s Department of Finance, broke his leg, Bruno Betro, Bruno Betro a broker at Volpe Realty, building homes, built hundreds of houses around Staten Island, Burt Neuborne, Burt Neuborne civil liberties defender, California, California Living Trust, Charles Goldgrub, Charles Goldgrub Blum's godson, coins from Canada, coins from South Africa, couple was childless, cuff links, cup of coffee in hand, Daino eventually signed Blum out, deeds on Blum's desk piled up to the ceiling of properties owned, desire for secrecy, developing land, die without a will, displaying sample materials, drink plum brandy, early in the morning, eight-acre parcel on Forest Avenue worth about $4.5 million, elder law, Eltingville, estate valued at almost $40 million, fellow Holocaust survivor, Follow Josh Eisenberg On Linked In, Follow the Law Offices of Gary R. Lieberman On Twitter, Forest Hills, Forest Hills New York, four bedrooms and five bathrooms, friends hope that Mr. Blum had siblings back in Poland, Gary D. Gotlin, Gary D. Gotlin New York public administrator, Gary R Lieberman, Gary R Lieberman is a member of the National Academy of Elder Law Attorneys, Gary R Lieberman is an elder law attorney, Gary R Lieberman is an Estate attorney in Marin County, Gary R Lieberman on Twitter, giving prospective buyers the hard sell, gold jewelry, greenhorn or newcomer, griner builders, griners, Had the Blums had children, he made arrangements to use the money, high-stakes poker, home builders, homebuilders and hotel developers, hope distant relations are still living in Europe, hotel developers, house was put on the market for $729 thousand, Huguenot, I believe a will is written, If an heir comes forward, if Blum had had a child before the war, if investigators fail to find a will, if investigators fail to find surviving kin, If no will is found and no heirs are found then Mr. Blum's Estate will pass into the state’s coffers, Israel, Josh Eisenberg, Josh Eisenberg is a member of the National Academy of Elder Law Attorneys, Josh Eisenberg is an elder law attorney, Josh Eisenberg is an Estate attorney in Marin County, Josh Eisenberg on Linked In, largest unclaimed estate in New York State history, Law Offices of Gary R Lieberman, Law Offices of Gary R Lieberman LLP, Law Offices of Gary R. 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Corn accounting, Michael Pomeranc, Michael Pomeranc hotelier, money from his stocks, Mr Blum's money will pass into the state’s coffers, Mr. Blum lived the life of a bachelor, Mr. Blum’s favorite tune was the 1968 single by Mary Hopkin Those Were The Days, Mr. Daino took Blum to the hospital, National Academy of Elder Law Attorneys, neighborhoods Eltingville Huguenot and Manor Heights, New York, New York Times, no evidence of any living relatives, no heirs, no surviving family members, of the National Academy of Elder Law Attorneys, office keeps a portion of the estate, Once Mr. Gotlin completes liquidating the assets, one of his model homes, only a current spouse, overseen by Surrogate’s Court in Richmond County, Paul Skurka, photographs and a book on the Holocaust, Poland, proper planning, put in a box in the basement, putting other properties that he owned on the market, Queens, Queens New York, real estate developer, refusal to contemplate his own mortality, Revocable Living Trust, ring, Robert Blum had deeds on his desk piled high of propperty he owned, Robert Fishler, Robert Fishler Staten Island real estate lawyer, Roman Blum, Roman Blum built hundreds of homes over the years, Roman Blum had a large personality, Roman Blum survived Hitler, Roman Blum was a drinker, Roman Blum was a gambler, Roman Blum was a ladies' man, Roman Blum was also enterprising and tough in business, Roman Blum was an emotional man, Roman Blum was six feet tall and handsome, royalties from oil rigs in Alaska, safe deposit box had more than 70 $100 bills, several necklaces, sitting in the garage, sitting in the garage of one of his model homes, Somewhere there is a plan, Southeast Annadale, Southeast Annadale New York, Staten Island, Staten Island New York, Staten Island University Hospital, Staten Island University Hospital morgue, successful developer, Surrogate’s Court in Richmond County, Swiss banks, taking his godson out of his will, the entire amount is returned, the estate would have gone to Blum's children without a will, the money would go to the state comptroller’s office of unclaimed funds, they will remain sealed unless claimed by a blood relative, Those Were The Days, to build a home for children, to dedicate it to his child from before the war, toll free number (866) 410-3126, transfers a portion to the state’s general fund, two-car garage and a pool, uncover collateral heirs, unwilling to share the full details of his estate with a lawyer, using Mr. Blum’s estate to conduct an in-depth search for a will, using Mr. Blum’s estate to hire a genealogist to search for relatives, using Mr. Blum’s estate to pay his taxes, Verrazano-Narrows Bridge, Vincent Daino, Vincent Daino Blum's neighbor, whatever money is remaining from Mr. Blum’s estate, which has $12 billion in its accounts dating to 1943, women and lots of poolside parties, worldwide search that included Poland and Israel, Yiddish term, Yiddish term meaning greenhorn or newcomer
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Medicaid (Medi-Cal) Eligibility and Enrollment for People with Disabilities Under the Affordable Care Act
April 22nd, 2013
news-admin Tweet The Kaiser Family Foundation has issued a Kaiser Commission report available in PDF format about Medcaid, called Medi-Cal here in California, and the current uninsured. This report is addressing the Medicaid Eligibility and Enrollment for People with Disabilities Under the Affordable Care Act: The Affordable Care Act (ACA) makes several changes to Medicaid eligibility [...]
8 Smart Estate Planning Steps to Die the Right Way
January 15th, 2013
news-admin Tweet Have you put off doing those “important documents”, the one your family needs once you are gone? Here per an article by Kiplinger this month. Excuse #1: I’m not going to die now there is plenty of time, I am young, or at least young at heart. Excuse #2: I’m way too busy right [...]
Posted in Asset Protection, Elder Law, Estate Probate, Law Offices of Gary R Lieberman LLP, Trusts
Tags: (866) 410-3126, 1 to 3 thousand dollars for an estate plan that involves a will and a trust, A durable power of attorney for health care names a representative to make medical decisions on your behalf, A durable power of attorney lets your agent manage your finances and legal affairs, a lawyer will charge about $300 to draw up a simple Will, A living will specifies the medical treatment you do or do not want at the end of your life, A medical release-of-information form, Advance directives, attorney, avoid probate, bank and other accounts to be transferable or payable on death, Bay Area, be a months-long ordeal that ties up your estate and costs thousands of dollars in legal fees and other expenses, beneficiaries, California, call us for a free consultation toll free at (866) 410-3126, celebrate your existence in exactly the way you want, Consider life insurance, dying intestate, elder law, Establish THREE critical end-of-life documents, EZLaw.com, fewer than half have any estate-planning documents at all, Follow Josh Eisenberg On Linked In, Follow the Law Offices of Gary R. Lieberman On Twitter, Gary R Lieberman, Gary R Lieberman on Twitter, gives doctors permission to share your medical records with designated representatives, helping your family through difficult times, house or car transfers automatically to the co-owner, I can't stand thinking about a future that doesn't include me steering my family, I'm not going to die now, I'm way too busy right now, Josh Eisenberg, Josh Eisenberg on Linked In, Kiplinger, Law Offices of Gary R Lieberman, Law Offices of Gary R Lieberman LLP, Law Offices of Gary R Lieberman tell you that as we look through all of your documents free of charge, Law Offices of Gary R Lieberman will look over ALL of your existing documents FREE, Law Offices of Gary R. Lieberman On Face Book, Law Offices of Gary R. Lieberman on Facebook, Law Offices of Gary R. Lieberman On Linked In, Law Offices of Gary R. Lieberman On Twitter, lets you designate representatives to make decisions about your care, Life insurance death benefits, Living Trust, making arrangements for your final days, Marin Elder Law, money in retirement accounts pass directly to your named beneficiaries, National Academy of Elder Law Attorneys, No Will is called dying intestate, One good reason to avoid probate is privacy, Organ Donation, our specialty here at the Law Offices of Gary R Lieberman, over one-third of Americans have a will, Probate, probate process, probate process let's your executor settles your debts and disburses your property, Probating your Will could be a simple matter of filling out forms and paying a few hundred dollars in filing fees, proper planning, property owned jointly with the right of survivorship, Revocable Living Trust, Term life insurance, Term life insurance carries a fixed premium over the life of the term, this is you staying in control and at the end, toll free number (866) 410-3126, update these documents periodically to account for major events, will, withdraw money from your accounts to pay your bills, Write a Will don't just think about who gets what
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Projects Get People Talking About End-of-Life Care
January 11th, 2013
news-admin Tweet Kim Painter, Special for USA TODAY has continued the subject the tape by PBS that we highlighted on this site on, January 9, 2013. The article starts with the reassurance that; “Making your wishes known” is a gift to your loved ones because it relieves the burden of that guesswork,” says ethics lawyer Nathan [...]
Posted in Asset Protection, Elder Law, Estate Probate, Law Offices of Gary R Lieberman LLP, Trusts
Tags: (866) 410-3126, AARP, Advance Care Directives, African Americans, Ask doctors the right questions, attorney, Bay Area, beneficiaries, California, California Living Trust, cardiopulmonary resuscitation, Choose a medical decision-maker, Decide what matters most in life, elder law, Ellen Goodman, End-of-Life Care, families facing Alzheimer's disease, feeding tubes, Flexibility for your decision-maker?, Follow Josh Eisenberg On Linked In, Follow the Law Offices of Gary R. Lieberman On Twitter, For a free consultation in person call the Law Offices of Gary R Lieberman toll free at (866) 410-3126, Gary R Lieberman, Gary R Lieberman on Twitter, growing movement to get more End of Life Care conversations going among families and friends, healthcare, incapacity, incompetency, Institute for Healthcare Improvement, Josh Eisenberg, Josh Eisenberg on Linked In, Law Offices of Gary R Lieberman, Law Offices of Gary R Lieberman are experts at Elder Law, Law Offices of Gary R Lieberman helps people get control over the kind of medical care End of Life, Law Offices of Gary R Lieberman LLP, Law Offices of Gary R. Lieberman On Face Book, Law Offices of Gary R. Lieberman on Facebook, Law Offices of Gary R. Lieberman On Linked In, Law Offices of Gary R. Lieberman On Twitter, Living Trust, Long-Term and Health Care costs, Making your wishes known About End-of-Life Care, Marin Elder Law, Medi-Cal, Medicare, National Academy of Elder Law Attorneys, People Talking About End-of-Life Care, people with developmental disabilities, Physician Orders for Life-Sustaining Treatment, Prepare.org, proper planning, Rebecca Sudore, Rebecca Sudore associate professor at the University of California-San Francisco, Rebecca Sudore geriatrician at the San Francisco Veterans Affairs Medical Center, Revocable Living Trust, seriously ill teens, Talking about serious illness and death is hard, Tell others about your wishes, The Law Offices of Gary R. Lieberman can help simplify what can seem like a daunting process, toll free number (866) 410-3126, USA TODAY, veteran Boston journalist Ellen Goodman
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The Advance Healthcare Directive: A Document That Speaks Volumes, Even When you Can’t
June 21st, 2012
news-admin Tweet While reading the New York Times earlier in the week, I came across an article that shines the light on a document that you will often hear my partner, Gary Lieberman and I talk about at Seminars, Webinars, on the Radio, our at one of our free consultations. We are constantly stressing the importance [...]
Posted in Elder Law, Estate Probate, Gary R Lieberman, Josh Eisenberg, Law Offices of Gary R Lieberman LLP, Trusts
Tags: advance healthcare directive, age, agent, AHD, arrangements, attorney, authorization, authorization of autopsy, autopsy, autopsy report, Bay Area, bay area elder law, bay area elder law attorney, client, clients, confidential, confidential medical records, consult, consultation, court, court battle, decisions on your behalf, direct the nature of yoru care, direct the nature of your care in advance, discussing your wishes, DNR, document, documenting healthcare decisions, documents, documents that can speak for you, DPOA, Durable Power of Attorney, durable power of attorney for finance, durable power of attorney for healthcare, east bay elder law, east bay elder law attorney, elder, elder law, estate planning, estate planning documents, extent of life saving measures, family, financial status, free consultation, free consultations, funeral, funeral arrangements, Gary Lieberman, healthcare, healthcare decisions, healthcare decisions that you can delegate, healthcare provider, HIPAA, HIPAA privacy regulations, hospital, husband, importance of having well drafted documents, law, legal document, life saving, life saving measures, life support, local elder law attorney, local Marin elder law attorney, Long Beach elder law, Long Beach elder law attorney, Marin, Marin Elder Law, Marin elder law attorney, medical in nature, medical records, memorial, New York Times, news media, north bay elder law, north bay elder law attorney, NYT, on the Radio, Organ Donation, persistent vegetative state, physician, power of attorney, privacy regulations, radio, recover, recovery, remove lfe support, review, Seminars, speak for yourself, Terry Schaivo, Terry Schaivo case, Webinars, well drafted documents, wife
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Thomas Kinkade: A Lesson in the Importance of Documents at Any Age
June 13th, 2012
news-admin Tweet Thomas Kinkade, who gained notariety from his painted landscapes and numerous galleries died recently without any estate planning documents. Kinkade died unexpectedly at the age of 54 after an accidental overdose. He had been legally separated from his wife for two years at the time of his death, and now a contest has arisen [...]
Posted in Asset Protection, Elder Law, Estate Probate, Josh Eisenberg, Law Offices of Gary R Lieberman LLP, Trusts
Tags: accidental overdose, advance healthcare directive, affairs are in order, arguments over the artist's contested will, assets and beneficiaries, avoid probate, beneficiaries, California, California probate attorney, case highlights the importance, contest, contested will, court battle, desired distribution, desired distribution of assets, died recently, died unexpectedly, dispute, dispute in court, documents drafted, durable power of attorney for finance, Estate court battle, estate planning, estate planning documents, estate planning documents drafted, Federal Estate Tax, handwritten notes, handwritten will, holographic will, impending Kinkade Estate court battle, intended beneficiary, Inter-Vivos Trust, Kinkade died unexpectedly at the age of 54, Kinkade's girlfriend, lack of a revocable living trust, large estate, late painter's estate, legally separated, legally separated from his wife, Living Trust, living trust will avoid probate, Mr. Kinkade's estate, Mr. Kinkade's heirs, never too early to plan, numerous galleries, open probate court, painted landscapes, peace of mind, prepare for the unexpected, Probate, probate attorney, probate court, proper planning, properly funded, properly funded revocable living trust, Revocable Living Trust, revocable trust, significant assets, specify your desired distribution of assets, tax burden, testator's wishes, Thomas Kinkade, time of his death, trust, widow, will, will contest
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There’s a New Tort in Town: CA Appellate Court adopts Intentional Interference with Expectation of Inheritance
May 18th, 2012
news-admin Tweet With the Fourth Appellate District’s opinion, California has become the 26th state to adopt the tort of Intentional Interference with Expectation of Inheritance (IIEI) of the states that have considered this particular tort. In doing so, the appellate court gave careful consideration to the effect of such a decision, and in doing created a [...]
Posted in Elder Law, Estate Probate, Gary R Lieberman, Josh Eisenberg, Law Offices of Gary R Lieberman LLP, Trusts
Tags: Advance Health Care Directive, amend his complaint, appellate court, appellate court remanded with instructions, area of the law, attorney, attorney in fact, avoid the probate process, basic will in California, Beckwith v. Dahl Fourth District Div. Three 2012 S.O.S. 2154, Beckwith vs Dahl, bequest, bequest or devise, California, California the 26th state to adopt the tort of Intentional Interference with Expectation of Inheritance, California’s registered domestic partnership regulations, cause of action for individuals who have no standing in probate court, cohabitating, committed partners, cost benefit analysis, costly and time consuming court proceeding known as probate, death of the testator, died with more than $100k in assets, distribution of the estate, documents for same sex couples, drafted a will, eligible plaintiff, engaged in a business together, equal shares, estate, estate assets, estate assets exceeding $150k, estate planning needs, estate will be distributed according to your express wishes, estranged relationship, expectancy of an inheritance, expectation of inheritance, financial and healthcare decisions, Follow Josh Eisenberg On Linked In, Follow the Law Offices of Gary R. Lieberman On Face Book, Follow the Law Offices of Gary R. Lieberman On Twitter, Fourth Appellate District Court for California, Fourth Appellate District's opinion, fraud, funded with estate assets, granting leave for Beckwith to amend his complaint, health had diminished, heir, heir of the estate, IIED action, IIEI, IIEI tort in California, importance of documents, In regards to the Estate of MacGinnis, inheriting, Intentional Interference with Expectation of Inheritance, Inter-Vivos Trust, interested party, interested party or heir of the estate, interferenc, intestate distribution, Law Offices of Gary R Lieberman LLP, lease an apartment together, Living Trust, long term committed relationship, May 3 2012, Mr. MacGinnis sister Ms. Dahl, never too early to plan for the unexpected, new tort cause of action, not entitled to information about his partner's surgery, opened probate, passed away, plaintiff, plaintiff must allege five distinct elements, plaintiff must plead causation, plaintiff must plead damages, plaintiff must plead intent, plaintiff must plead interference was conducted by independently tortious means, plaintiff must show interference with the testator’s true intent, plaintiff must show that the independently tortious conduct was directed at the testator, plan for the unexpected, plead a claim for false promise, Probate, probate code, prohibited from exercising discretion, proper planning, published opinion, remedy, Revocable Living Trust, rising number of unmarried committed and cohabitating couples, same sex couples, same sex estate planning, same sex estate planning information, same sex relationship, see who the Law Offices of Gary R. Lieberman are following, split in equal shares, standing in probate court, state distribution, testator, testator’s true intent, the IIEI tort does not conflict with the protective provisions of the probate code, tort, tort cause of action, tort of Intentional Interference with Expectation of Inheritance, unmarried couples in committed relationships, unmarried partners will be excluded, unmarried relationships, ventilator, will
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