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The attorneys and staff at Gray & Feldman LLP are committed to delivering quality legal services that both meet and exceed client expectations.

 

 

Collaborative Divorce

Collaborative Divorce

A respectful and dignified approach to resolving your divorce or legal separation.

Special Needs Planning

Special Needs Planning

Allow us to help you plan for that special person.

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Family Law

We have experience with all types of family law matters.

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Trust / Estates

Trust us with your estate planning or administration needs.

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Elder Law

You needn't fear Medicaid.

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Business Law

We're your small business experts.

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Real Estate

Buying or selling: We can help.

 

Custody & Child Support Law

Custody & Child Support

We help tailor parenting plans and child support.

 

 

What is a “Fiduciary:” General Considerations.

A “fiduciary” as a person to whom property or power is entrusted for the benefit of another.

George H. Gray 0 991 Article rating: No rating
The dictionary defines a “fiduciary” as a person to whom property or power is entrusted for the benefit of another. While our focus in this series will be on the individual fiduciary, it should be noted that a fiduciary may also be an entity, such as a Bank or Trust Company. The fiduciary relationship is based on and is in the nature of trust and confidence. 

Assist your parents' to take control of their digital legacy.

Protect your parents' internet identity after they're gone.

George H. Gray 0 988 Article rating: No rating
Protect Your Parents' Digital LegacyThe internet is now used for a wide variety of activities we take for granted as part of our daily routine. We use Facebook to share thoughts and photos, Twitter to keep in contact and on-line providers to manage our bank and credit card accounts. These items of information, memories and data are often characterized as “digital assets.” On September 29, 2016, a bill was signed into law by Governor Cuomo which enacted New York’s version of the “Uniform Fiduciary Access to Digital Assets Act” (the “Act”) which nineteen (19) other states have also enacted into law.

Make sure your aging parents' beneficiary designations are up to date.

George H. Gray 0 526 Article rating: No rating
Info for Aging Parents on NY Beneficiary DesignationIf they are in a situation similar to other middle class families in New York, a large portion of your parents’ Estate will pass by beneficiary designation, not according to their Wills. Consider two of the largest asset categories comprising their combined Estate. They have one or several retirement accounts and they have life insurance and annuity contracts with a death benefit.

Make sure your parents' Wills are Up To Date: Part II

George H. Gray 0 759 Article rating: No rating
Last Will for Aging ParentsYour parents’ Wills contain details which are specific to the time they were signed. The Wills name an Executor and other fiduciaries, identify a spouse, children and other intended beneficiaries, and reflect the state of the law at the time of signing. The circumstances of the person named as an Executor or Trustee may have changed.

Make sure your parents' Wills are Up To Date: Part I

George H. Gray 0 608 Article rating: No rating
More often than not, a Will is prepared, executed and then forgotten. Years, even decades, may pass since your parents’ Wills were signed. A lot can happen in those intervening years. The attorney who drafted the Will could have died or retired. The two persons who “witnessed” the Will can now be unavailable. You must have the original Will of your parent to Petition the Court to admit it to Probate. In addition, you’ll need access to the two persons who “witnessed” the Will’s execution; or, the use of what is called an “affidavit of attesting witnesses.” Now is the time to locate the “original” Will.
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Resources




Special Needs Planning: A Guide for Families in New York with a Loved One with a Disability.
George H. Gray.

 

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Estate Planning and Administration: A Simple Guide for New Yorkers. George H. Gray

 


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Upcoming Seminars

Planning for the Future Webinar Series

In 2016, George Gray presented a 3-Part webinar series on Planning for the Future. It was made possible through collaboration with Starbridge, a Rochester, NY social services organization. Contact George Gray to learn more about these webinars. Contact Us

Part 1:  Guardianship
October 6, 2016.  12:00 pm - 1:30 pm
Learn More

Part 2:  Power of Attorney
October 20, 2016.  12:00 pm - 1:30 pm
Learn More

Part 3:  ABLE Accounts
November 3, 2016.  12:00 pm - 1:30 pm
Learn More


Contact Us

625 Panorama Trail
Building One, Suite 240
Rochester, NY 14625

tel: (585) 218-8620
fax: (585) 218-8600

 

 

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