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doctor in white lab coat with stethoscope and medicaid signs

What is Medicaid?

Medicaid is a publicly funded health insurance program designed for people with low incomes and for adults over age 65, certified blind, or certified disabled individuals. It is jointly funded by the federal and state governments. As such, each state administers its own Medicaid program in accordance with federal requirements but with different eligibility rules …

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How a Care Committee Provides Extra Support for Beneficiaries who Struggle with Mental and Behavioral Health

When creating an estate plan, parents typically want to treat their children equally. But for wealthy families whose loved ones are struggling with mental or behavioral health issues, a large inheritance may be more detrimental than helpful. How can parents leave an inheritance that will support their beneficiary rather than derail them? The Special Needs …

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new york state

Navigating the State Environmental Quality Review Process

To view footnote, click on footnote number. Projects or activities that require approvals or permits from a New York State agency or local government are subject to an environmental impact assessment under the State Environmental Quality Review Act (SEQRA). SEQRA is not intended to be a barrier to the approval of a proposed action but …

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Medical Advance directive form and book with glasses

Individual Health Care Directives: The Differences Between DNRs, MOLST Form, and Living Wills

For many people, it is not easy to think about the possibility of being incapacitated or in a terminal state.  But if that were to happen, it is important that family members and loved ones know what your wishes are. Having your health care and end-of-life wishes documented and in place are not only important …

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zoning map of different parcels of land

Representing Their Clients’ Vision and Protecting Their Property Rights

In 1971, when Stuart R. Shamberg established the law firm that was the first generation of today’s Hollis Laidlaw & Simon, it was a time of rapid growth and development in Westchester County. A former builder himself, Shamberg quickly became known for representing property owners of all types and sizes seeking to develop their properties.  …

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woman executor filling in tax forms

Executors and Taxes: What Returns Need to be Filed?

When an individual is named as an executor in a deceased loved one’s (decedent’s) last will and testament, there are many responsibilities that such individual must undertake. These responsibilities range from navigating the probate process in the Surrogate’s Court, collecting or marshalling any probate assets to forwarding the decedent’s mail, and paying the debts of …

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guardianship woman's hands protecting family

First Rule of Guardianship: Avoid Guardianship

Hollis Laidlaw & Simon’s guardianship team has decades of collective experience handling guardianship cases and unparalleled facility in the courtroom, yet they would much rather keep their clients out of the firm’s guardianship practice. With firsthand knowledge of the complicated and emotional process of establishing guardianship at trial and 20 years of experience structuring estate …

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retirement age couple looking at computer screen

More Potential Changes to Retirement Accounts: Secure Act 2.0

At the end of 2019, Congress passed a major piece of legislation impacting qualified retirement plans. This piece of legislation is referred to as the Secure Act. Among the Secure Act’s many provisions, the two most substantial changes were: (1) the age that retirement plan participants need to take distributions was pushed back from age …

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