Estate Planning in the Event of a Biden Presidency


Manage episode 274324124 series 1508100
By Stacy Francis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Nancy Burner is the Founder and Managing Partner of Burner Law Group, a professor at Hofstra University, and a Certified Elder Law Attorney. She has been named a Super Lawyer in the field of Elder Law for 11 consecutive years. She joins Stacy Francis today to discuss the important things you should know with regards to estate planning in the event of a Biden presidency.

  • Estate and trust planning should always be done with a certified attorney, as it is very easy to make a mistake when you don’t know the tricks of the trade.
  • If you give a gift in your lifetime and survive that by three years, it does not come off your estate tax under New York State law.
  • The best way to leave assets for your children and their descendants is through a trust.
  • A trustee is the manager of the trust assets. Beneficiaries are those who derive advantages from the trust assets.


Nancy Burner on LinkedIn | Twitter | Facebook


Phone: (212) 867-3520


Stacy Francis on LinkedIn | Twitter


Phone: (212) 374-9008


113 episodes