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Private Client

The Process is the Punishment: The Hidden Benefit of Advance Asset Protection Planning


Apr 28, 2025
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By: Jeffrey M. Verdon, Esq. Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party...
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Estate Planning for Women: Empowering Your Future and Securing Your Legacy


Oct 08, 2024
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By: Jeffrey M. Verdon, Esq. Estate planning is often considered a task for the wealthy or those nearing retirement. However, it is a vital process for all adults and, in some instances, even more critical for women. Women can...
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FRB Forms Special Needs Planning & Special Education Law Practice Group


Jul 25, 2024
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Falcon Rappaport & Berkman is pleased to announce the formation of its Special Needs Planning & Special Education Law Practice Group, led by FRB Senior Counsel Patricia A. Craig, Esq. and Partner Kimberly S. Bliss,...
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Legal Form Generators: Cost Savings or False Sense of Security?


Feb 03, 2023
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By: Michael B. Shapiro, Esq. and Elizabeth Conklin A quick Internet search for “Legal Form Generator” returns dozens of websites that allow someone to download a form for a contract or lease agreement or to purchase a...
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Join us for the FRB Blockchain & Digital Asset Summit 2022!


Oct 05, 2022
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We are pleased to invite you to the first FRB Blockchain & Digital Asset Summit! Join FRB attorneys October 19-20 for this live virtual event as we explore the institutional adoption of digital assets as well as address...
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Custodial Ownership vs Non-Custodial Ownership of Cryptocurrency in Estate Planning


Aug 16, 2022
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The two primary means of storing cryptocurrency, custodial and non-custodial ownership, have different implications for your estate plan....
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Digital Asset Estate Planning: Summary and How to Plan


Jan 13, 2022
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If you own digital assets, you should include them when you plan your estate. In our latest article, FRB's Daniel J. Gershman, Esq. writes about how to incorporate digital assets into your estate plan....
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Special Needs Trusts: Summary and How to Plan


Sep 23, 2021
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Careful planning is needed to properly provide for a loved one with a disability. If your family member has special needs, you should be aware of financial planning tools like special needs trusts....
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Am I Too Young for Medicaid Planning?


Sep 20, 2021
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None of us are getting any younger and, generally, not any healthier. This article overviews proper Medicaid and estate planning....
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The Basics of Guardianship in New York


Sep 14, 2021
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This article details the legal process of guardianship in New York....
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