Large Firm Service. Small Firm Attention.

Littman Krooks Videos

We take pride in using our knowledge and experience to protect your interests.

Individualized Planning for Individual Needs

It takes careful planning to provide properly for a loved one with a disability. Families with children with special needs have to be aware of financial planning tools like special needs trusts. They also must consider guardianship and transition planning, as well as providing for their loved one in their estate plan.

All Videos

Partner Amy O’Hara details the importance to naming beneficiaries to one’s estate plan for financial professionals and their clients

In June 2024, Partner Amy C. O’Hara, CELA®, was invited to give the keynote address at Security Life Mutual’s Advanced Seminar. In this video, Amy addresses the importance of naming beneficiaries and naming heirs in one’s estate plan to mitigate the need for a lengthy probate process.

Partner Amy O’Hara discusses the changes to tax limits as the Tax Cut and Jobs Act of 2017 Expires at Security Mutual Life’s Advanced Seminar

In June 2024, Partner Amy C. O’Hara, CELA®, was invited to give the keynote address at Security Life Mutual’s Advanced Seminar. In this video, Amy discusses the changes in estate taxes as the Tax Cuts and Jobs Act of 2017 is set to expire.

Larchmont Wealth Management Interviews Partner Amy C. O’Hara On the Importance of Estate Planning as Part of Financial Planning

Our friends at Larchmont Wealth Management met with Partner Amy C. O'Hara to discuss the importance of trusts and estates in financial plans for individuals and their families. Trusts and estates can help you shield your assets from taxes and avoid having the government make important financial or health decisions for you

Westchester Institute of Human Development’s Future Planning Webinar: “How Do We Pass The Torch?”

Partner Amy C. O’Hara, CELA®, presented at Westchester Institute of Human Development’s Future Planning Webinar Series on Estate Planning. She covered topics and trends in estate planning in her presentation titled “How Do We Pass The Torch?” This is particularly important for families who have children with special needs. We

Special Needs Planning: Common Errors

Littman Krooks LLP attorney Amy C. O’Hara, Esq. speaks about common errors she sees in special needs planning, such as not being flexible when drafting trusts, not properly selecting trustees, not considering gifting strategies, contingencies in a special needs trust, and more.

Top 10 Considerations Professionals Must Know When Assisting Families with Special Needs

As professionals we often encounter families who have loved ones with disabilities, whether it is physical, cognitive, or mental health. There are many complex legal and governmental issues surrounding planning for someone with disabilities. Proper planning is critical in protecting these individuals. Amy will highlight ten considerations every professional should

A Blueprint for Aging in Place

How to plan, pay for and coordinate long term care at home. Join us for an interactive Zoom discussion on planning, paying for and coordinating long term care at home. Planning for long term care can be daunting. You will learn about the myths and realities of long term care.

Financial Elder Abuse and Fraud

June 15th is World Elder Abuse Awareness Day. Because of the many issues surrounding elder abuse, Littman Krooks attorney Brian L. Miller, Esq., and his guest, Ilene Amiel, Financial Care Manager from Personal Affairs Administrator Inc., are a hosting a discussion. Brian and Ilene will discuss money management and how

The Benefits of Working With a Financial Planner

Littman Krooks attorney Joel Krooks, Esq., and his co-hosts, Neal Siena, Financial Planning Specialist and Jak Cukaj CFP®, ChFC®, APMA®, Quantum View Wealth Advisory Practice, will discuss the benefits of comprehensive financial planning, including retirement, college education savings, tax and insurance planning and estate planning.

Special Education in New York City

Families in New York City face very specific challenges when advocating for their child’s special education needs. Because of the number of students served in the New York City special education system, the process for obtaining appropriate special education services and filing for an impartial hearing may be different than