, March 15, 2026

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Hani Sarji

Hani Sarji

565 posts

New York lawyer who cares about people, is fascinated by technology, and is writing his next book, Estate of Confusion: New York.

  Mar 02, 2025

🔑 NY Form: Annotated Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a crucial estate planning tool for...

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  Mar 02, 2025

🔑 NY Clause: Residence Provisions in Medicaid Asset Protection Trust

When creating a Medicaid Asset Protection Trust (MAPT) in New York, a critical...

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  Mar 02, 2025

🔑 NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

Many Medicaid Asset Protection Trusts (MAPTs) include a Statement of Intent to clarify...

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  Feb 28, 2025

🔑 When Should a Supplemental Needs Trust Allow Basic Needs Distributions? Understanding EPTL 7-1.12

EPTL 7-1.12: Supplemental Needs Trusts in New York governs supplemental needs trusts...

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  Feb 27, 2025

Understanding EPTL 7-1.12: Third-Party and Self-Settled Supplemental Needs Trusts in New York

New York’s Estates, Powers, and Trusts Law (EPTL) § 7-1.12 primarily addresses...

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  Feb 27, 2025

NY: How SNT Distributions Affect Government Benefit Eligibility

While a Supplemental Needs Trust (SNT) is designed to protect a beneficiary’s...

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  Feb 27, 2025

EPTL 7-1.12: Supplemental Needs Trusts in New York

Supplemental needs trusts (SNTs) play a crucial role in estate planning for individuals...

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  Feb 23, 2025

IRC § 678 Person other than grantor treated as substantial owner

IRC § 678 governs situations where a person other than the grantor is treated...

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  Feb 23, 2025

IRC § 672 Definitions and rules

IRC § 672 provides the foundational definitions that govern the taxation of trusts under...

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  Feb 21, 2025

Virginia Clarifies Power of Attorney Authority Over TOD Deeds in 2024

In 2024, Virginia enacted Senate Bill 471 (SB471) / House Bill 336 (HB336), which...

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  Feb 21, 2025

The Advocates Guide to the Medicaid Program: A Must-Have Resource

For attorneys and advocates navigating Medicaid law, having a comprehensive and reliable reference...

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  Feb 21, 2025

🔑 NY: Navigating Attorney General Requirements for Wholly Charitable Testamentary Trusts

When administering a wholly charitable testamentary trust, executors and trustees must navigate both...

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