954 Greentree Road | Pittsburgh, PA 15220 | 412-458-6000 http://www.GrayElderLaw.com

To Clients Colleagues and Friends:

To Clients, Colleagues and Friends: 

We are pleased to announce that Certified Elder Law Attorney Julian E. Gray has been named the Best Lawyers® 2017 Elder Law "Lawyer of the Year" in Pittsburgh.  Only one attorney is recognized as "Lawyer of the Year" for each specialty and location.


"Surprise" Inheritance Tax

If you are the surviving owner of a decedent’s account and have not yet received a Form REV-1543 for it, you should investigate matters.

Read More
Revoking a Power of Attorney

If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time.

Special Needs Trustee Must Repay Trust for Failing to Seek Public Benefits

In a recent New York case, an institutional trustee has been ordered to pay back a special needs trust almost $180,000 for its failure to make certain that the beneficiary qualified for available public benefits.

Read More
An Updated One-Stop Reference for Trustees of Special Needs Trusts

If you are taking on the responsibility of serving as the trustee of a special needs trust you will need a "go-to" reference guide that you can refer to. For most trustees, the 2012 version of Managing a Special Needs Trust: A Guide for Trustees will be that resource.

Read More
Understanding the Tax Consequences of Inheriting a Roth IRA

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.

Read On

Julian Gray Associates is proud be participating as a sponsor for
“Thinking Big, an Evening with Dr. Jennifer Arnold”
Presented by Family Hospice at 6:00pm on November 10th, 2016.
Dr. Arnold will share her guide through dealing with loss,
dreaming big, overcoming challenges and setting goals.

VIP and General Admission Tickets Available now at 412-572-8812 or visit FamilyHospicePA.org

We have combined our “Elder Law Newsletter” with our “Special Needs Planning Report”
in order to provide more comprehensive information to our readers. We hope you enjoy the
opportunity to read this additional information in one new monthly publication

   Julian Gray Associates is on Facebook!