DiscoverNew York's Asset Protection Roundtable
New York's Asset Protection Roundtable

New York's Asset Protection Roundtable

Author: Ted Alatsas

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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many issues that you might face in your legal and family planning journey. Don't hesitate to ask any questions along the way by calling 718-233-2903 or visiting https://www.alatsaslawfirm.com for more information. #ElderLaw #FamilyLaw #AssetProtection #Bankruptcy #EstatePlanning #LegacyPlanning
87 Episodes
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In this mailbag episode of New York’s Asset Protection Roundtable, Ted answers three important listener questions. He discusses how to handle inheritances for adult children who struggle with money, the best ways to protect cryptocurrency within an estate plan, and how to structure a trust for grandchildren that covers education but not vacations. Tune in for practical insights on protecting assets while honoring your family’s needs and goals! Contact: 718-233-2903 Website: https://www....
When it comes to inheritance, most parents assume everything should be divided equally. But what if equal shares don’t actually feel fair? In this episode, we’ll explore a lesser-known estate planning tool called the common pot trust—and discuss how it can help provide balanced financial support for children of different ages and needs. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
In this mailbag episode, a listener asks how a same-sex couple can ensure their partner is legally recognized and protected if they’re not married. Another listener asks how to fairly divide a valuable baseball card collection among children. Tune in to hear Ted’s answers to these questions and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
Adding someone to your bank account or property title might seem like a simple way to “keep things in the family," but that simple move can cause big problems. In this episode, we break down why joint ownership isn’t always the shortcut it appears to be, and how it can backfire when it comes to probate, taxes, family dynamics, and control. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
In today’s mailbag episode, a new grandparent asks how to safely leave an inheritance for a granddaughter with developmental challenges. Then, someone preparing for remarriage wonders how to provide for their new spouse without disinheriting their children. Finally, a parent of a college-bound teen asks whether an estate plan is really necessary for an 18-year-old with no assets. Tune in as Ted walks through each scenario and shares estate planning strategies that can offer clarity and peace ...
If your child or grandchild struggles with addiction, a sudden inheritance could do more harm than good. In this episode, we explore the risks of leaving money to a loved one battling substance issues and the strategies you can use to protect them without enabling their addiction. From milestone-based trusts to protective planning tools, you’ll learn how to provide for your family while maintaining boundaries and preserving your legacy. Contact: 718-233-2903 Website: https://www.alatsaslawfir...
In this mailbag episode, Ted answers a question about how to protect an inheritance for a child struggling with addiction, while still leaving room for flexibility if circumstances improve. He also answers a few other listener questions, including one about safeguarding assets from a potential divorce in the family. Don't miss these helpful insights on future-proofing your estate plan! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
Imagine naming the perfect person to handle your medical or financial decisions, only to realize they're unavailable when you need them the most. In today’s episode, we’re diving into one of the most overlooked parts of estate planning: naming enough backup fiduciaries. Whether it's a healthcare agent, trustee, or guardian for your children, we’ll explain how many backups you really need, and why one name often isn’t enough. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
We get a lot of great questions sent into the show. Today, we’re featuring three of them— including one about how to fairly support grandchildren with different career paths, and another on how to plan financially for future children. Tune in to hear these questions and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
Have assets or property in another state or even across the globe? Your estate plan needs to keep up. In this episode, we dive into the unique challenges (and smart solutions) of managing assets that live far from home. Whether it’s a vacation cabin two states over, a retirement fund in a different region, or a villa in Tuscany, learn how to protect your legacy and avoid probate pitfalls wherever your assets reside. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
In today’s episode, we cover 3 listener questions that dive into real-world estate planning concerns. First, we tackle how to responsibly leave money to a church or charity when you’re concerned about how it’s being managed. We also hear from a parent seeking to disinherit a child who has cut ties with the family and discuss how to do so while minimizing legal challenges. Tune in for thoughtful answers to these questions and more in this week’s conversation! Contact: 718-233...
You’ve signed your estate planning documents- great! But does that mean you’re truly prepared? Many people think their job is done once the paperwork is complete, but there are critical steps beyond the will that can make all the difference for your loved ones. From final arrangements and digital assets to pet care and financial planning, we’re covering everything you need to do after your estate plan is in place. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
In this episode of New York’s Asset Protection Roundtable, Ted Alatsas tackles three critical estate planning questions. Learn how to prevent inheritance disputes among family members, the do’s and don’ts of leaving money to charity, and whether guardians and financial trustees for your children should be the same person. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
Do you really need to like your attorney? Maybe not… but imagine sitting across from someone who makes you feel judged, rushed, or confused while trying to plan for the most personal aspects of your life. Your family. Your finances. Your future. Now, fast forward. One day, your loved ones will have to work with this same attorney after you’re gone. Do you want them to deal with someone you barely trusted in the first place? Let’s talk about why finding the right attorney—one you’re actually c...
In this week's mailbag episode, Ted answers 3 questions from listeners like you. First, Cooper asks if it's necessary to review his estate plan despite no changes in his family since he set it up years ago. Later in the show, Vivian asks if she should find a new attorney now that her old one has retired and whether a new attorney will accept and work with an estate plan created by someone else. Tune in to see what you can learn today! Contact: 718-233-2903 Website: https://www.alatsaslawfirm....
Estate planning isn’t a one-and-done deal. Life changes, and so should your plan. In this episode, we’re diving into how to prepare for your estate plan review meeting. We’ll cover what to bring, what to update, and how to ensure your plan still works for your family and future. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
We're answering 3 great questions from the listener mailbag today! First, Clara asks whether she can handle arrangements for her overseas real estate from the U.S. without hiring an attorney in the other country. Later, Bill asks why someone would set up an irrevocable trust. Tune in to hear Ted's insights! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
What happens when a music legend’s final wishes are hidden under a couch cushion? In this episode, we reveal the surprising legal drama surrounding Aretha Franklin’s estate. From handwritten wills to family conflicts, the Queen of Soul’s legacy offers lessons for anyone thinking about their own estate planning. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
Tune in as Ted unpacks 3 questions from the listener mailbag today! First, Evelyn asks if there is a way to leave her daughter an inheritance without her ex-husband being able to influence or pressure her. Later, Grant asks how he can responsibly set up an estate plan for his young children, given the uncertainty of what they will be like when they grow up. Don't miss Ted's great insights! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
Should you micromanage your trustee? In this episode, we’ll dive into how much control you should keep, when to trust your trustee’s judgment, and how to future-proof your estate plan. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
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