medicaid

The Lebenthal Report Episode #146: 2025 Estate Planning Playbook

On our first episode of 2025, Michael and Dominick welcomed back a client favorite, Harold A. Bollaci, esteemed attorney specializing in estate planning, elder law, and asset protection strategies. The episode dives into critical financial and legal topics, including updates to state tax laws, market performance in 2024, and the potential impact of a new administration's policies. The discussion emphasized the importance of regularly reviewing and updating estate planning documents, such as wills, trusts, healthcare proxies, and beneficiary designations, to reflect current wishes and circumstances. Strategies for mitigating estate taxes were explored, including annual gifting and the use of trusts, with a focus on special needs trusts for beneficiaries with specific requirements. The team also delved into the distinctions between revocable and irrevocable trusts, Medicaid implications, and asset protection strategies to avoid government clawbacks. The episode concluded with actionable advice for listeners and plans for future collaboration with legal experts.

For more information, please contact Harold Bollaci, P.C. at (516) 538-9700.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #89: Trust and Estate Update with Harold Bollaci

This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost twenty years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in-depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They also answer some of the more prominent questions from our clients and listeners. To contact Harold for your estate planning questions or needs please visit Bollacilaw.com.

 Check out this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!