May 2026 - Ilaw - listserv.cgtmarketing.com

SS and Disability
by Christina Sammartino 11 May '26

11 May '26

I have a client who was going through some mental health issues and couldn't work any more. He took SS at age 62 instead of applying for disability and waiting until he was 65- this was done last year. Can this be undone since he has a mental health issues? [image: Thank you,] [image: photo] *Christina Sammartino, Esq* *Attorney, Sammartino & Sultan Law Group* [image: icon] Estate Planning | Real Estate | Probate | Elder Law | Medicaid [image: icon] (631) 505-1086 <(631)505-1086> [image: icon] www.ss-lawgroup.com [image: icon] christina(a)ss-lawgroup.com [image: icon] 184 S. 1st Street, Lindenhurst, NY 11757 <https://maps.google.com/?q=184%20S.%201st%20Street,%20Lindenhurst,%20NY%201…> [image: icon] 1225 Franklin Ave, Suite 325, Garden City, New York 11530 [image: youtube] <https://www.youtube.com/@ss_lawgroup-z8c> [image: instagram] <https://www.instagram.com/ss_lawgroup/> [image: linkedin] <https://www.linkedin.com/company/ss-law-group/?viewAsMember=true>

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Thank you - I have enough responses! FW: Mortgage broker for Florida property
by robert rosenthalgoldhaber.com 11 May '26

11 May '26

Always call our office to confirm wire/ACH transfer instructions prior to sending any wire/ACH payment. Please note that our office does NOT accept payment by Zelle or PayPal. Robert D. Goldhaber Rosenthal & Goldhaber, P.C. Attorneys and Counsellors at Law 1393 Veterans Memorial Highway Suite 212N Hauppauge, NY 11788 (631) 979-8500 "Justice isn't complete until it's collected" [superlawyer badge] From: robert rosenthalgoldhaber.com Sent: Monday, May 11, 2026 11:49 AM To: 'ilaw(a)ilawinc.com' <ilaw(a)ilawinc.com> Subject: Mortgage broker for Florida property Good morning all - Does anyone know a mortgage broker who can provide service for someone purchasing a property in Tampa, FL? Always call our office to confirm wire/ACH transfer instructions prior to sending any wire/ACH payment. Please note that our office does NOT accept payment by Zelle or PayPal. Robert D. Goldhaber Rosenthal & Goldhaber, P.C. Attorneys and Counsellors at Law 1393 Veterans Memorial Highway Suite 212N Hauppauge, NY 11788 (631) 979-8500 "Justice isn't complete until it's collected" [superlawyer badge]

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Hatian/Creole Interpreter for Consultation
by Jackie Cara 11 May '26

11 May '26

I am looking for a Haitian/Creole interpreter who can attend a consultation in my Garden City office. Does anyone have any suggestions? -- Jackie Cara, Esq. Schedule a Meeting <https://calendly.com/jackie-cara> 516-217-9200 Our office hours are Monday through Thursday, by appointment only. *In Person Meeting Address:* 300 Garden City Plaza, Suite 136, Garden City, NY 11530 *Mailing and Document Delivery address:* 1225 Franklin Avenue, Suite 325 Garden City, NY 11530 Contact Information for Jackie <https://hihello.me/p/76eea114-60a3-42eb-91cd-20a64b8839fd>

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Proving NY situs for ancillary probate assets
by Jason D. Jones 11 May '26

11 May '26

Dear Listmates, I have a practical question arising in a New York County ancillary probate matter for a non-domiciliary decedent. The decedent was a Spanish domiciliary who held approximately $240,000 in two bank accounts at Chase: one checking and one savings. The Surrogate’s Court requires an affidavit of jurisdiction establishing a New York nexus for the accounts before it will proceed further, and Chase’s deceased person division is unhelpful in providing confirmation of branch opening or account location. Has anyone dealt with this issue before? In particular, I would appreciate any practical guidance on the following: What New York County Surrogate's Court has accepted as sufficient proof of situs for a non-domiciliary deposit account; Whether proof short of a formal bank letter has been accepted, such as account statements, banker correspondence, or other account records; and Whether anyone has successfully addressed this issue under SCPA 206/208 without a direct branch-opening confirmation from the bank. Any practical suggestions would be greatly appreciated. Kind regards, Jason D. Jones, Esq. (he/him) *Law Office of Jason D. Jones, P.C.* *745 Fifth Avenue, Suite 500* *New York, New York 10151* *Phone: (646) 768-4248* *Fax: (212) 207-3111* *Email: NYEstatePlanning(a)jdjlaw.com <NYEstatePlanning(a)jdjlaw.com> * *Website: www.jdjlaw.com <http://www.jdjlaw.com/>* + Please consider the environment before printing this email. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

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Mortgage broker for Florida property
by robert rosenthalgoldhaber.com 11 May '26

11 May '26

Good morning all - Does anyone know a mortgage broker who can provide service for someone purchasing a property in Tampa, FL? Always call our office to confirm wire/ACH transfer instructions prior to sending any wire/ACH payment. Please note that our office does NOT accept payment by Zelle or PayPal. Robert D. Goldhaber Rosenthal & Goldhaber, P.C. Attorneys and Counsellors at Law 1393 Veterans Memorial Highway Suite 212N Hauppauge, NY 11788 (631) 979-8500 "Justice isn't complete until it's collected" [superlawyer badge]

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Transferring 1031 Exchange Property to an MAPT
by Sean Eccles 11 May '26

11 May '26

Colleagues, Looking for some confirmation/clarification of the intersection of real property, MAPTs, and 1031 Exchanges. Clients wishes to include low value, out-of-state rental properties in an MAPT. There are no mortgages; however, one owned by the husband, individually, was subject to a prior 1031 Exchange It is my understanding is that a property subject to a 1031 exchange must be continuously owned by the same purchase in order to retain the preferential tax treatment. A revocable trust works as it is a pass-through entity. Irrevocable trusts, on the other hand, might cause problems. We draft MAPTs to be grantor trusts for income tax purposes and for estate inclusion, however, I would think such a transfer would be permissible. Assuming I am correct, my initial thought was that the husband would have to transfer the 1031 property to his individual trust, so as to retain the tax benefit of the 1031 exchange. Upon reflection; however, since they filed joint federal and state income tax returns, I began to wonder if this is necessary? My guess is still yes, but I would appreciate anyone's input. Thank you, Sean -- Sean C. Eccles, Esq. The Law Office of Sean C. Eccles 276 Fifth Avenue, Suite 704 New York, NY 10001 + 1 (917) 387-4855 Sean.Eccles.Law(a)gmail.com P Please consider the environment before printing this email. *CONFIDENTIAL: *This message is confidential. It may also be privileged or otherwise protected by work product immunity or other legal rules. If you have received it by mistake, please let us know by e-mail reply and delete it from your system; you may not copy this message or disclose its contents to anyone. Please send us by fax any message containing deadlines as incoming e-mails are not screened for response deadlines. The integrity and security of this message cannot be guaranteed on the Internet

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Collection Attorney in Atlanta GA
by Marylou Paolucci 11 May '26

11 May '26

Hello List Mates, A client of mine is looking for a collection attorney in Atlanta GA for products in the amount of $6397. Please send any recommendations. Thank you. Regards, Marylou Paolucci, Esq. Marylou Paolucci & Associates, P.C. 16 Trent Lane Smithtown, New York 11787 Telephone: 631-863-ATTY (2889) Facsimile: 631-265-8982 Marylou(a)attycollect.com<mailto:attycollect@optonline.net> www.ATTYcollect.com<http://www.attycollect.com/> THIS IS AN ATTEMPT TO COLLECT A DEBT. ANY INFORMATION OBTAINED WILL BE USED FOR THAT PURPOSE. CONFIDENTIALITY NOTICE: This electronic mail contains CONFIDENTIAL INFORMATION which may also be LEGALLY PRIVILEGED and which is intended only for the use of the Addressee(s) named above. If you are not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination or copying of this electronic mail, or the taking of any action in reliance on the contents of this information is strictly prohibited. If you have received this electronic mail in error, please delete the information and immediately notify us by reply electronic mail or facsimile. Thank you.

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Estate Planning and Trust-Owned Property
by Lillie N. Nkenchor, Esq. 11 May '26

11 May '26

Hello All, I created a New York Revocable Living Trust for a Bronx client and transferred a single-family home into said trust. Unbeknownst to me, a website called homes.com lists the trust as the owner, which is fine, but also lists the Trustee. We did not want the Trustee's name to be available. Any suggestions on how we can pull that information? Schedule A Meeting Thank you, Lillie N. Nkenchor, Esq., LL.M| Founder & Principal Attorney|Lillie N. Nkenchor, PC|646-504-6760|lillie(a)lillienkenchor.com|www.lillienkenchor.com Estate Planning is for everyone. Watch Lillie speak about how it applies to you. Admitted to practice in New York, New Jersey, Washington, DC, Maryland & Georgia. This message is intended only for the designated recipient(s). It may contain confidential or proprietary information and may be subject to the attorney-client privilege or other confidentiality protections. If you are not the designated recipient, you may not review, copy or distribute this message. If you receive this message in error, please notify the sender by reply e-mail and delete this message.

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seeking newly admitted for litigation department
by Ken Kirschenbaum, Esq 11 May '26

11 May '26

Kirschenbaum & Kirschenbaum, a well regarded mid sized Garden City firm is seeking newly admitted attorney for its litigation department. Tremendous learning experience with highly competitive compensation. Growth opportunity for motivated self starter serious about career in private legal practice. No agency candidates will be considered. Interested candidates should submit a resume in confidence to Amy LaVeglia at ALaVeglia(a)kirschenbaumesq.com mailto:ALaVeglia@kirschenbaumesq.com. Ken Kirschenbaum, Esq Kirschenbaum & Kirschenbaum PC Attorneys at Law 200 Garden City Plaza, Suite 315 Garden City, NY 11530 516 747 6700 x 301 email me at Ken(a)KirschenbaumEsq.com visit our website at http://www.kirschenbaumesq.com/ http://www.kirschenbaumesq.com/

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Seeking midlevel self supporting attorney
by Ken Kirschenbaum, Esq 11 May '26

11 May '26

Kirschenbaum & Kirschenbaum, P.C., a premier Garden City law firm, is seeking a dynamic, entrepreneurial attorney to join our growing practice. We are looking for a driven professional with a minimum of 3 years of admission and substantial experience in: • Civil Litigation • Real Estate matters • Transactional law The Opportunity: This position is designed for an attorney with portable clients looking for the right platform to scale their practice. We offer the resources, reputation, and supportive environment necessary to take your existing book of business to the next level. Compensation: Compensation packages are highly competitive and commensurate with experience and proven portable business. Application Instructions: Interested candidates should submit a resume in confidence to Amy LaVeglia at ALaVeglia(a)kirschenbaumesq.com mailto:ALaVeglia@kirschenbaumesq.com. Ken Kirschenbaum, Esq Kirschenbaum & Kirschenbaum PC Attorneys at Law 200 Garden City Plaza, Suite 315 Garden City, NY 11530 516 747 6700 x 301 email me at Ken(a)KirschenbaumEsq.com visit our website at http://www.kirschenbaumesq.com/ http://www.kirschenbaumesq.com/

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