The High Cost of Cutting Corners in Estate Planning: A Lesson from the Alan Lorenz Case

When multimillionaire Alan Lorenz passed away in 2021, he left behind a fortune—and a legal nightmare. A former divorce attorney turned top executive in the health and wellness industry, Lorenz built wealth through decades of hard work. But despite his success, his estate plan was anything but buttoned up. At The Estate Planning Law Center, we say it often: It’s…

Crime, Controversy, and Cestui Que: Estate Planning Lessons from the Luigi Mangione Case

In estate planning, the term “Cestui Que” (pronounced sess-twee kay) refers to the beneficiary of a trust or insurance policy. While it may sound like legal jargon from another era, this centuries-old concept sits at the heart of one of the most controversial estate cases in recent memory. At the center of the storm is Luigi Mangione, an Ivy League…

NYS Medicaid’s Lookback Delay Gives Families a Crucial Planning Window

If you or a loved one are in need of assistance with daily living and are considering applying for Medicaid home care in New York, the latest update to the 30-month lookback rule is something you can’t afford to ignore. While the lookback period was originally set to take effect in 2021 and has faced multiple delays, it is now…