Firm News
Kutzin is Co-Author of “New York Elder Law”
As of the January 2021 edition, Michael S. Kutzin, a member of various groups, including our Guardianship Practice, Taxation and Trusts & Estates groups, became a co-author, along with Tara Anne Pleat, Esq., of the LexisNexis treatise, New York Elder Law. The publication, which is one of the premier publications in the field, contains comprehensive analysis and practice guidance for trusts & estates, elder law and special needs attorneys practicing in New York. Some topics that are discussed include: planning for incapacity (property management & health care decisions); Medicare and long-term care insurance; Medicaid; supplemental needs trusts; guardianships; estate planning and wills; health care coverage and resources; financial planning; income and estate tax; and elder abuse.
McCarthy Fingar’s Municipal Attorneys Successfully Defend the Village of Pelham against a Non Responsible Bidder
Representing the Village of Pelham, several of McCarthy Fingar’s municipal attorneys (Jim Landau, Clinton Smith and Lester Steinman) recently obtained the dismissal of an Article 78 proceeding commenced by an unsuccessful bidder for a garbage hauling contract who was found by the Village not to be a responsible bidder under the General Municipal Law. In dismissing the petition, the Supreme Court, Westchester County, determined that the Village had demonstrated 7 different ways that it rationally determined the unsuccessful bidder to not be responsible.
McCarthy Fingar Wins Appeal Concerning Merestead, a Westchester County Park
Representing the County of Westchester, an interdisciplinary team of litigators at McCarthy Fingar, which included James K. Landau, Edward P. Borrelli and Frank W. Streng, won an appeal in Matter of Merestead in the Appellate Division, Second Department. In Merestead, the Second Department upheld a lower’s denial of an attempt by a neighboring landowner to intervene and dismiss a petition filed by the firm on behalf of its client, the County of Westchester. By the petition, the County seeks to modify or extinguish certain restrictions on the use of Merestead, 130 acres of property donated to the County so that Merestead can better carry out the original intentions of the family that donated the property for various uses, including as a park.
McCarthy Fingar’s “Super Lawyers”
Six of McCarthy Fingar’s lawyers have been selected Super Lawyers in the New York Metropolitan area. Susan Taxin Baer has again been selected in the fields of Estate Planning & Probate. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Michael S. Kutzin has again been selected in the fields of Estate Planning & Probate, Estate & Trust Litigation and Elder Law. James K. Landau has again been selected in the fields of Commercial Litigation and Appellate. Frank W. Streng has again been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Douglas S. Trokie has again been selected in the fields of Business/Corporate, Closely Held Business, Real Estate, Business and Civil Litigation. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
Kutzin Co-Authors Article on Retirement Accounts
Michael S. Kutzin, a member of various groups, including our Guardianship Practice, Taxation and Trusts & Estates groups, has Co-Authored an article entitled, “How “SECURE” Are You About Planning With Your Clients With Retirement Accounts? A Guide to Estate and Special Needs Planning After the SECURE Act”, published by the Elder Law and Special Needs Section of the New York State Bar Association.
Kutzin Named as Co-Chair of NYSBA Task Force on Remote Notarization and Witnessing of Estate Planning Documents
During the COVID-19 health care crisis, McCarthy Fingar lawyers have remotely supervised the execution of many Wills, Trust Agreements and related documents. We are pleased to announce that Michael S. Kutzin, a member of various groups, including our Guardianship Practice, Trusts & Estates and Surrogate’s Court Litigation groups, has been named as a co-Chair of the NYSBA Joint Elder Law and Trusts & Estates Sections Task Force on Remote Notarization and Remote Witnessing of Estate Planning documents.
Kutzin Wins Appeal on Guardianship Matter Involving Dispute Between Divorced Parents
McCarthy Fingar lawyers represent clients in the most difficult guardianship cases. In Matter of A.A. v. A., 2020 NY Slip Op 03468 (1st Dep’t 2020), Michael S. Kutzin, a partner of the firm whose areas of concentration include guardianship and trusts & estates, represented, on a pro bono basis, the mother of an incapacitated child in an appeal to the Appellate Division, First Department, of a lower court decision in which, after a divorce, the mother had been named the guardian for her daughter, J.A. Michael succeeded in having the father’s appeal denied on the grounds that the lower court had properly exercised its discretion in naming the mother as guardian and that he had no independent right to have his adult child brought to a physician of his choice to prove his case.
Rosh Wins Summary Judgment on Contest of Will and Revocable Trust
McCarthy Fingar’s Surrogate’s Court Litigation lawyers represent clients in Will and Trust Contests. In Matter of Burrows (Surr. Ct., Herkimer County 2020), Robert H. Rosh and Howell Bramson, representing the decedent’s surviving spouse and the decedent’s financial advisor, won a summary judgment motion, upholding the decedent’s Will and his separate Revocable Trust Agreement. Here, Robert demonstrated, through voluminous documentary and testimonial evidence, that the decedent was cognitively alert, oriented, and otherwise fit and able to execute the disputed instruments, and that the instruments were not the product of undue influence or duress.
Supervising Execution of Estate Planning Documents during Coronavirus Crisis
McCarthy Fingar’s Trusts and Estates lawyers are doing estate planning work for clients 24/7 during the Coronavirus (COVID-19) health crisis. We have just added a new page to our site in which we discuss supervising the execution and notarization of our clients’ estate planning documents without the need to meet in person.
McCarthy Fingar Continues to Operate for Its Clients Throughout the Corona Virus Crisis
As Coronavirus (COVID-19) continues to spread in Westchester County and throughout the world, McCarthy Fingar want to let you know that we continue to provide uninterrupted service to our clients while continuing to protect the health and safety of our clients, employees, and community. Click at notice for additional information.