Elder Law News
From Enea, Scanlan & Sirignano, LLP
December 2023
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New York's Elder Law Team
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As the year draws to a close, we are filled with gratitude for your unwavering trust in our team. May the holidays bring you much joy, and may the new year usher in good health, abundant happiness, and new opportunities.
Please note our office will be closed on Monday, December 25, 2023 and Tuesday, December 26, 2023 as well as Monday, January 1, 2024.
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Tis the Season to Consider Gifting!
By: Anthony J. Enea, Esq. & Lauren C. Enea, Esq.
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With the holidays fast approaching and the possibility that the current Federal Estate and Gift Tax exemption, will be reduced from $12,920,000 per person (for 2023) ($13,610,000 for 2024) to approximately $6,000,000 as of January 2026, the importance of deciding whether to make significant monetary and/or property gifts to one’s children, grandchildren and other loved ones or to a Trust for their benefit is significantly higher.
For high net worth individuals, the potential loss of millions of dollars because of estate taxes is an important issue; especially if the opportunity to gift significant amounts is to expire in the near future. Thus, utilizing one’s exemption before January 1, 2026, should be explored. Additionally, if one’s estate is near the New York Estate Tax exemption of $6,580,000 for 2023, utilizing one’s federal gift tax exemption is a valuable tool in reducing the possibility of an onerous New York Estate Tax as well.
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Upcoming Speaking Engagements
Featuring the Attorneys of Enea, Scanlan & Sirignano, LLP
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Tuesday, January 9, 2024 from 12:15-1:15pm
Lauren C. Enea, Esq. will be speaking on
“Accountable Aging: Preparing for the Elder Years”
Hosted by: North Salem Seniors
North Salem Community Center, 3 Owens Rd, Croton Falls, NY 10519
For more information, email jinxremson@gmail.com.
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Tuesday, January 23, 2024 from 12:00-1:30pm
Sara E. Meyers, Esq. will be speaking on
“Protecting Your Family’s Future: Smart Life Planning for Everyone”
Hosted by: Westchester Women’s Agenda
Webinar
To register, please visit: https://bit.ly/4716tQZ
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Wednesday, March 6, 2024 from 10:00-10:50am
Anthony J. Enea, Esq. will be speaking on
"Protecting Assets from the Cost of Long-Term Care in New York"
Hosted by: Lawline
Webinar
To register, please contact our office at (914) 948-1500.
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Thursday, March 14, 2024 from 7:00-8:30pm
Sara E. Meyers, Esq. will be speaking on
"Aging in Place: A Guide To Growing Older at Home"
Hosted by: Chappaqua Continuing Education
Horace Greeley High School, 70 Roaring Brook Rd, Chappaqua, NY 10514
To register, please contact our office at (914) 948-1500.
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Wednesday, March 20, 2024 from 12:00-1:00pm
Anthony J. Enea, Esq. will be speaking on
"Protecting Assets from the Cost of Long-Term Care in New York"
Hosted by: White Plains Bar Association
Webinar
To register, please contact our office at (914) 948-1500.
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Wednesday, March 20, 2024 from 2:00-3:00pm
Lauren C. Enea, Esq. & Stella King, Esq. will be speaking on
"Protecting Yourself and Your Loved Ones
from Financial Elder Abuse and Senior Scams"
Hosted by: The Club at Briarcliff Manor
25 Scarborough Road, Briarcliff Manor, NY 10510
For more information, please contact our office at (914) 948-1500.
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The Talking Seniors podcast is currently on break.
Take a listen to some of the episodes from last season.
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Episode 13: What to Discuss with Family When an Alzheimer's Diagnosis Occurs
Anthony J. Enea, Esq. interviews Joan Nimmo of The Alzheimer's Association about the important conversations that are necessary when a diagnosis of Alzheimer's occurs within the family.
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