Special Needs Planning Blog

estate tax spelled out in letters

New Haven Estate Tax Lawyer Answers, “What Is Portability in an Estate Plan?”

  • Posted November 30, 2022
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  • By Franklin Drazen

New Haven Estate Tax Lawyer Franklin Drazen explains how portability is and the impact it can have on your estate plan.

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mother with daughter

TOD Beneficiary: What You Should Know | Trumbull Estate Attorney

  • Posted November 23, 2022
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  • By Steven Rubin

Trumbull estate attorney Steven Rubin explains how a TOD Deed works and how to set one up for your chosen beneficiary.

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senior couple holding hands

Wedding Bells Later in Life? What Newlywed Seniors Need to Know About Their Estate Plans

  • Posted November 15, 2022
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  • By Franklin Drazen

Milford estate planning attorney Franklin Drazen discusses what you need to be aware of and prepare for if you're getting married later in life.

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Examining a Trust

Milford Trust Lawyer on the Elements of a Valid Trust

  • Posted November 10, 2022
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  • By Steven Rubin

Milford trust lawyer Steven Rubin explains the elements that make a trust valid and the risks of having an invalid trust.

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couple reviewing their estate plan papers

What Is a Bypass Trust, and Do I Need One? | New Haven County Trust Attorneys

  • Posted October 28, 2022
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  • By Franklin Drazen

New Haven County trust attorneys at Drazen Rubin Law explain the basics of a Bypass Trust, how it works, and when it may be beneficial to create one.

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older man closing out an estate plan

Think a Handwritten Will Is All You Need? Here Are the Dangers from an Milford Estate Planning Attorney

  • Posted October 24, 2022
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  • By Steven Rubin

Milford estate planning attorney Steven Rubin explains what can go wrong if you are relying on a handwritten will to uphold your wishes.

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Elder couple in airport traveling with Dementia

Can Travel Really Count as Therapy for Dementia? Yes, It Can | Trumbull Elder Law Attorney

  • Posted October 14, 2022
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  • By Franklin Drazen

Trumbull Elder Law Attorney Franklin Drazen discusses the benefits and how-to's of traveling with your loved one with dementia.

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hands thumbing through folders in a file cabinet

Milford Will and Trust Attorney on the Best Ways to Store Estate Planning Documents

  • Posted October 7, 2022
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  • By Steven Rubin

Milford Will and Trust Attorney Steven Rubin discusses the best options when it comes to storing your estate planning documents.

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elderly woman not listening to younger woman

Milford Estate Planning Attorney on What to Do When Your Loved One Refuses to Set Up an Estate Plan

  • Posted September 30, 2022
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  • By Franklin Drazen

Milford estate planning attorney discusses ways you can encourage a stubborn loved one to set up an estate plan.

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business meeting at desk signing papers concept

What Should Be on My Estate Planning Checklist? New Haven Will and Trust Attorney

  • Posted September 23, 2022
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  • By Steven Rubin

New Haven will and trust attorney will and trust attorney Steven Rubin shares a checklist of the most essential steps to take when creating an estate plan.

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