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Preparing for an emergency is at the top of minds in the education world these days. Parents in the Port Jefferson, Comsewogue and Three Village school districts can sleep well, as their kids’ bus company had a unique opportunity to put its preparedness to the test.

Suffolk Transportation Service was among a small group of bus companies in the United States selected by the federal Transportation Security Administration to participate in a training program meant to assess and improve coordination between school bus operators and other agencies in emergency situations. The three local districts are among 16 in Suffolk County that use STS, and about 80 percent of those participated in the training exercise, according to the company’s Vice President of Operations Ray Grimaldi. The day-long training exercise was conducted by representatives from TSA, an agency of the federal Department of Homeland Security, at STS’s training facility in Bay Shore in May. The six-hour exercise featured simulations of actual emergencies, like one in which a bus driver found an explosive device on a school bus and had to decide on courses of action as the intensity of the simulation steadily increased. Grimaldi called the exercise powerful and comprehensive.

“It was actually awesome — it’s so realistic it’s crazy,” Grimaldi said. “It allowed us an opportunity to see how good we are, where we need to improve.”

Grimaldi said the company is still waiting on an official assessment from TSA on its preparedness, but agents conducting the exercise told him it was the best training session the agency has conducted to date. He said part of the reason STS was selected was because about eight years ago, the company volunteered to undergo a voluntary baseline audit by Homeland Security, which Grimaldi said yielded the highest score attainable.

“Our top priority as a school bus operator is student safety,” STS President John Corrado said in a statement. “STS is pleased to be selected to spearhead this training program in Suffolk County, which helped all participants enhance their coordination with other agencies to keep students safe.”

Port Jefferson School District’s Facilities Administrator Fred Koelbel was in attendance for a portion of the exercise.

“It was very interesting, and I think an illuminating exercise,” he said. “It really gave everybody some food for thought. Suffolk Transportation Service is on the cutting edge of so many things. We always say that the students’ day starts when he or she gets on the bus, and they embrace that.”

Local emergency responders including Suffolk County Police Department; the New York State Bus Contractor’s Association; and administrators, security and transportation personnel from the bus company’s districts were on hand to observe and participate in the day’s events.

Grimaldi said STS expects to see the results of the exercise in about two weeks.

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Brookhaven Supervisor Ed Romaine at his state of the town address April 3. Photo by Alex Petroski

Sharing is a beautiful thing. It can foster friendships and good will, and even net a municipality a $20 million check.

Brookhaven Town was selected June 14 as the winner of the Municipal Consolidation and Efficiency Competition, an initiative announced by New York Gov. Andrew Cuomo (D) in 2016 that challenged local governments to submit in-depth proposals for reducing the cost of living through streamlining services offered by overlapping taxing jurisdictions like villages, schools, ambulance companies, library and fire districts, towns and counties. Brookhaven was amongst six finalists as of summer 2017, the others being smaller upstate municipalities. Each of the nine incorporated villages within Brookhaven passed resolutions identifying the areas in which a consolidation of services makes sense, and officially pledged partnership with the town in pursuing the projects last year.

“High property taxes are a burden that far too many New Yorkers must bear and we will continue to deliver innovative solutions to keep taxes down without sacrificing the services they provide,” Cuomo said in a statement June 14. “I congratulate Brookhaven for putting forth a creative plan to better serve their community and crafting an innovative model to save taxpayer dollars.”

Some of the projects in the town’s proposal included the consolidation of tax collection and tax assessor services; utilizing Brookhaven’s staffed maintenance workers rather than putting out bids for contracts; creating a regional salt facility to be used during snow removal; using town contracts to buy in bulk for things like asphalt replacement , which yield a better price due to Brookhaven’s size compared to the smaller villages; and creating a digital record keeping and storage system.

“We expect this grant to help us reduce costs to our taxpayers and save our taxpayers millions of dollars,” Brookhaven Supervisor Ed Romaine (R) said in announcing the win for the town prior to the June 14 public meeting. “So while we’re delighted that we won, out of all of the municipalities in the state, we were selected — we’re very happy for our taxpayers.”

The supervisor estimated in July 2017 in total, the projects would result in a savings of about $66 million for taxpayers – a return of more than three times the investment made by the state. He thanked town’s Chief of Operations Matt Miner for his work in crafting the proposal, and Deputy Supervisor Dan Panico (R-Manorville) for going to Albany to present the town’s plan. Romaine added that winning the grant wouldn’t have been possible if not for the work of the entire town board and other staff members from all town departments.

“We worked very hard — we all contributed,” the supervisor said.

In a 2017 interview, Romaine and Miner both stressed the importance of allowing the villages to maintain their autonomy despite the consolidation of services. The projects will emphasize ways to eliminate unnecessary redundancies in government services while allowing incorporated villages to maintain individual oversight. Romaine also dispelled possible concerns about loss of jobs. He said he expects the phase out of antiquated departments through retirements, stating no layoffs will be required to make the consolidation projects happen.

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Village of Port Jefferson board candidates, from left, Bruce Miller, Kathianne Snaden and Bruce D’Abramo at the Village Center for a meet the candidates event June 12. Photo by Alex Petroski

The future of the Village of Port Jefferson was on the minds of those at the Village Center June 12.

The Greater Port Jefferson Chamber of Commerce hosted a meet the candidates event Tuesday to help taxpayers get a feel for their options on the June 19 ballot. Three candidates are vying for two open seats to serve on the board of trustees, positions that carry two-year terms. Incumbents Bruce D’Abramo and Bruce Miller are each seeking re-election, while village resident Kathianne Snaden is making her first bid for the position.

D’Abramo is looking to secure a fifth term on the board, having first been elected in 2011. He touted his more than 35 years of municipal experience as an asset to the village, specifically his time as a superintendent of buildings and grounds for two East End school districts.

“I think I bring an important talent to the Village of Port Jefferson,” he said of his experience in overseeing large construction contracts and projects, making sure they were completed on time and on budget.

He has served as the village board’s liaison to the Building and Planning Department during his tenure on the board, and said he had a vision for improving uptown Port Jeff when he first took office, and is looking forward to finally seeing construction get started. The village has obtained several grants and completed the necessary steps to get a handful of concurrent revitalization efforts underway in the
near future.

On one of the more pressing issues facing the village, the prospect of decreasing future revenue as a result of a pending settlement in a legal battle with the Long Island Power Authority over the utility’s contention its
property taxes are overassessed on the decreasingly necessary power plant in the village. D’Abramo said he has supported settling the case, rather than fighting it out and risking a loss in the dispute, which would require back pay from taxpayers to LIPA. He also said he supported the idea of building new apartments both uptown and downtown, as they replaced blighted structures, and cited their occupancy as evidence of demand.

Others, like Miller, have taken issue with the tax arrangements reached between the developers of the apartment projects and the town- and county-run industrial development agencies. The agencies are municipal arms that help fund building projects in areas deemed in need of economic development in exchange for decades-long tax breaks.

“I must emphasize that oversized zoning and almost complete lack of tax revenue because of the Brookhaven and Suffolk County Industrial Development Agencies’ giveaways will deny Port Jefferson revenue when we need it the most,” Miller said.

Miller is seeking his third term on the board, after spending 12 years on the Port Jefferson School District board of education. He touted his aversion to IDA deals and his organizing of a grassroots committee to galvanize support for repowering the plant, as a means to increase its value, as evidence of his willingness to
fight for residents. He said the issue has been on his radar for more than 20 years. He said he ultimately supported settling the case.

“I have been aggressive and smart in supporting Port Jefferson’s tax base,” Miller said.

Snaden has lived in the village for 13 years and sends three kids to the school district. She identified herself as a homemaker while also running a freelance photography business, and previously worked as a litigation paralegal. She shed light on why she decided to make a run for a trustee seat.

“I have a deep appreciation for small-town life, family-owned small businesses, and a safe and very welcoming community where children and families can flourish, and older folks can feel secure in their future,” she said.

Snaden added that she was initially inspired to run in the aftermath of a safety scare at the high school earlier this year, during which rumors and innuendo ran wild. She said she helped organize a town hall meeting that produced comprehensive feedback, which she later presented to the school district.

Snaden said she was supportive of settling the LIPA case as well. She said she’d like to see the village have more of a voice in discussing IDA tax breaks for development in the village, but like D’Abramo, said she was in favor of apartments if the other choice is blighted properties.

Polls will be open June 19 at the Village Center from 6 a.m. to 9 p.m.

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A comprehensive estate plan will ensure the appropriate needs and goals are met. Stock photo

By Nancy Burner, ESQ.

Nancy Burner, Esq.

Young adults may have the misconceived notion that estate planning is only necessary for certain people, such as individuals of a high net worth or those who are aging. However, there are certain documents that everyone should consider, including the youngest generation of millennials. Having such a plan in place can avoid costly court proceedings as well as plan for your family should you become incapacitated or upon your death. 

An estate plan for a millennial would likely include a health care proxy, living will, power of attorney and a last will and testament.

First, anyone over the age of 18 should have advanced directives including a health care proxy and power of attorney. A health care proxy is a document that states who will make your medical decisions if a doctor deems you unable to make them for yourself. 

Many people assume that either their spouse or parent is entitled to take on this responsibility should they lose their mental capacity. This is not entirely incorrect. New York State has the Family Health Care Decisions Act that establishes the authority of a patient’s family member or close friend to make health care decisions when the patient did not leave prior instructions. 

However, this is only in effect when you are in a hospital or a nursing facility. Therefore, without an agent named on your health care proxy there is no one with authority to make decisions outside of these settings. Additionally, the person who would have authority under this law may not be the one you would have ultimately chosen to make such decisions. By naming someone in advance, you will avoid these potential issues. 

You may also wish to execute a living will. This document specifically addresses treatments or procedures you may want or want to withhold in relation to end of life care.

The next document you should execute is a comprehensive durable power of attorney. This is a document that allows your named agents to make financial decisions on your behalf and assist in taking care of your daily financial obligations. A power of attorney is practical should you become incapacitated or unable to handle your bank accounts or assets at any time. 

Should you not have these advanced directives in place and become incapacitated, your loved one may have to commence a guardianship proceeding to have the authority to make these decisions. Guardianship proceedings can be costly and time consuming for all involved. Additionally, it may involve family members in the court proceeding that you did not intend to include in your daily affairs.

Finally, when executing a last will and testament, you can designate your beneficiaries, the specific items or amounts you will leave them and how they will receive your assets. These designations are especially important for individuals with minor or disabled beneficiaries. If your beneficiaries include minors or disabled individuals, an attorney can draft your last will and testament to make sure they receive their share in an appropriate trust and that a specific person or entity is named to manage the assets on their behalf. Additionally, you can name whom you would like to act as the guardian for your children within your will.

Regardless of your age, a comprehensive estate plan will ensure the appropriate needs and goals are met for you and your family during your lifetime and upon your death.

Nancy Burner, Esq. practices elder law and estate planning from her East Setauket office. 

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File photo by Rohma Abbas

Huntington Town officials will seek to borrow $7.3 million to tackle a wide variety of projects in the upcoming year.

The board approved bonding out $4.95 million for town projects and $2.55 million for water district improvements at its June 5 meeting. Councilman Gene Cook (R) voted against taking on debt, as he traditionally does each year, arguing the necessary funding should have been incorporated into the town’s 2018 budget.

“We have to be cautious with our money,” Cook said.

“We need to look for alternative sources of revenue in order to make the town move forward.”

– Chad Lupinacci

Supervisor Chad Lupinacci (R) said seeking bonds for large capital projects and improvements is better for the town’s long-term growth than tapping into its capital reserves.

“There’s certain things you can budget for, but at times there are larger capital projects that will take a longer time and need more money,” Lupinacci said, citing the restricting of the state’s 2 percent property tax levy increase cap. “We need to look for alternative sources of revenue in order to make the town move forward.”

One project that garnered the entire board’s support – including Cook – was bonding for $2.4 million to make roadway improvements throughout the town. These funds will supplement the more than $4.2 million set aside in the town’s 2018 budget for the Highway Department’s contractual services, materials and supplies.

“It has to do with paving the roads and we get a lot of complaints about potholes,” the supervisor said.

The approved funding also includes $1 million for the Greenlawn Water District to purchase and replace old water meters, in addition to $1.55 million for the Dix Hills Water District to make infrastructure improvements at a plant and replace water meters.

The $7.2 million approved for improvements is substantially less than the town had borrowed the last two years. Huntington took on $13.34 million in 2017 and $13.95 million in 2016, under the prior administration.


Projects approved in the $7.3M Bond:
-$75,000 to resurface parking lots
-$100,000 for fencing
-$130,000 for tank and sump improvements
-$175,000 for roof replacement at ice rink
-$175,000 for town building improvements
-$390,000 for drainage equipment
-$750,000 for drainage improvements
-$2.4 million for road improvements
-$560,000 for Huntington Sewer District
– $1 million for Greenlawn Water District
– $1.55 million for Dix Hills Water District

The funding sought by the town could drastically increase if Lupinacci reintroduces a resolution permitting the town to take out $13.5 million in bonds for construction of the James D. Conte Community Center off East 5th Avenue in Huntington Station. The supervisor pulled the measure June 5 before a vote, saying the overall cost of the project had increased and town council members asked for additional time to review the proposed changes.

“I would rather everyone have their questions addressed before it is voted on,” he said.

When plans for the community center were unveiled in November 2017, town officials had estimated renovating the 2,500-square-foot former New York State Armory would come in at approximately $10 million. The town’s 2018 budget already set aside $3.75 million for the project, in addition to a $1.5 million state grant.

Lupinacci said he plans to address funds for the James. D. Conte center at the June 19 town board meeting.

Two resolutions seeking funds for purchase of vehicles and equipment were defeated by a 3-2 vote, with Councilman Mark Cuthbertson (D) and Cook against. This included a new trackless vehicle at an estimated cost of $130,000, which Lupinacci said he believed would have been used for maintenance of town-owned parks and fields.

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Legislator Kara Hahn visits challenges residents to visit a county park everyday in May as part of her effort to promote Suffolk's green spaces. Photo from Hahn's office

Suffolk residents may not realize it, but the county has enough parkland to explore for an entire 31-day month and then some. Making sure her constituents are fully aware of their outdoor options right in their own backyard has become a mission for Legislator Kara Hahn (D-Setauket).

Legislator Kara Hahn visits challenges residents to visit a county park everyday in May as part of her effort to promote Suffolk’s green spaces. Photo from Hahn’s office

She has been the chair of the Parks & Recreation Committee in Suffolk County since 2016, and upon getting started, said she was excited to start talking about parks. But Hahn didn’t realize how big of a job building awareness was going to be.

“Even in our neighborhood, there were people who had never been to Avalon [Park], people who had never been to the Greenway Trail,” she said. “I couldn’t believe that people didn’t know these things existed.”

In 2017 she kicked off her A Park a Day in May challenge, an initiative designed to get people out and about, visiting one of Suffolk’s dozens of parks to take a selfie and share on social media with the hashtag #APADIM. Hahn said even as the county’s parks chair, in researching and preparing for the now-annual challenge, she encounters green spaces she wasn’t aware of.

“When I became parks chair I said to all of my colleagues, ‘I want to tour all of the parks,’ thinking it was going to be so easy,” she said, adding she was totally mistaken. “It’s awesome.”

Legislator Kara Hahn visits challenges residents to visit a county park everyday in May as part of her effort to promote Suffolk’s green spaces. Photo from Hahn’s office

She said she and her family realized a couple of summers back, after taking a family trip to Cape Cod, they were traveling to enjoy experiences that were similar to what could be done back home.

“There’s so much here,” she said. “What we have here — there is no comparison anywhere else.”

Hahn admitted it would be impossible for her as a legislator to visit 31 different parks on 31 consecutive days, so the selfie’s she posts on a given day in May are sometimes taken previously and involve months of planning. She said getting out and visiting parks also affords her the opportunity to speak with constituents and gauge needs at certain parks, like monitoring ticks and funding for more benches.

In addition to her May initiative, Hahn also spearheaded a parks passport program last summer, which encourages kids to explore county parks and keep track of where they’ve been in a green, replica passport.

To see a full list of Suffolk green spaces and activities available at them — like kayaking, hiking and fishing to name a few — visit www.suffolkcountyny.gov/departments/parks/thingstodo.aspx.

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Port Jefferson Village Hall. File photo by Heidi Sutton

Port Jefferson Village taxpayers will have the opportunity to hear from the three candidates seeking seats on the board of trustees Tuesday,  June 12 at 7 p.m. in the Wayfarer room at Port Jefferson Village Center, located at 101 East Broadway. The candidates at the event, hosted by The Greater Port Jefferson Chamber of Commerce, will give opening and closing statements and take part in a question-and-answer session.

The election will take place June 19 and will feature incumbents Bruce D’Abramo and Bruce Miller as well as challenger Kathianne Snaden.

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Port Jefferson code Chief Wally Tomaszewski. File photo by Elana Glowatz

By Alex Petroski

A Port Jefferson Village fixture for more than 35 years is saying goodbye to his role in the community.

Code Enforcement Chief Wally Tomaszewski is retiring, according to an announcement by Mayor Margot Garant during a public Village Board meeting June 4.

“Chief Tomaszewski came in and he signed a retirement letter today with us,” Garant said. “He is going to be retiring, receiving his compensation for the month of June, and we will be searching for a new chief of the bureau. There’s a lot of change in the department in terms of technology, things that have to happen, and chief, we wish him well. We want to recognize him and retire him in this community for the public service he has provided for us for 35 years. And we mean that sincerely.”

Garant made the announcement when asked by a resident what was going on, as rumors had begun swirling on social media over the weekend about Tomaszewski’s job status and the story behind the departure.

Tomaszewski did not respond to a request for comment.

Community members packed Village Hall for the June meeting to discuss a host of issues, but the larger than normal turnout was likely largely a reflection on rumors about the chief.

“We spoke about this Friday, we shook hands, he came in today and signed his letter,” Garant said.

Several attendees spoke in support of Tomaszewski and asked the board to reconsider accepting the letter.

“I moved here about 50 years ago, and the reason we did was because this was a personal village,” resident Naomi Solo said. “It was a special village, and I think the person that really epitomizes this, besides yourself, was Wally. The loss of Wally is devastating.”

The chief was known for being on call for residents, be it to address noise complaints in the middle of the night or assist the Suffolk County Police Department in certain cases.

“I think you’ll be hard-pressed to find a replacement that’s equivalent to him,” resident Marge McCuen said.

Deputy Code Chief Fred Leute will serve as the acting chief, according to Garant.

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Members of Moms Demand Action for Gun Sense in America held a press conference in Hauppauge June 1 before the illumination of the H. Lee Dennison building to commemorate Gun Violence Awareness Day. Photo by Rita J. Egan

Suffolk County is showing its support for a national movement using light.

On June 1, the H. Lee Dennison Suffolk County headquarters building in Hauppauge was illuminated in orange — the color adopted by activists working to reduce gun violence. The illumination will last until June 5 and began the night before Suffolk County’s Gun Violence Awareness Day. The event was designated to honor the lives of gun violence victims through legislation cosponsored by county legislators Kara Hahn (D-Setauket), Monica Martinez (D-Brentwood), William “Doc” Spencer (D-Centerport) and Presiding Officer DuWayne Gregory (D-Amityville).

The H. Lee Dennison Building in Hauppauge illuminated in orange to commemorate Gun Violence Awareness Day. Photo by Rita J. Egan

Before the initial illumination June 1, members of Moms Demand Action for Gun Sense in America gathered in the building’s lobby for a press conference. Hahn said orange was chosen by high school students in Chicago in 2013 after their friend was murdered because they knew hunters wear orange to prevent being shot by others.

The legislator talked about the day of the Sandy Hook massacre in 2012 when she returned home after visiting with her daughter’s kindergarten class and heard the news. Hahn said the tragedy inspired her to author legislation requiring Suffolk County law enforcement agencies to cross reference the names and addresses of suspects transported to Stony Brook University’s Comprehensive Psychiatric Emergency Program with the county’s pistol license registration. She said the bipartisan legislature unanimously passed the piece of legislation in 2013.

“There is no reason this country can’t have stronger laws,” she said. “We can have the 2nd Amendment, and we can have stronger laws that protect our children.”

Suffolk County Legislator Kara Hahn addresses attendees at a Gun Violence Awareness Day event in Hauppauge June 1. Photo by Rita J. Egan

Moms Demand Action advocate Gemma Saylor discussed the importance of speaking up.

“We all have a voice, and we must use it,” she said. “We have a voice, and we can use it to provide comfort to grieving families. We have a voice, and we can use it to raise awareness about the enormous number of lives taken by gun violence every single year, every single day.”

Shenee Johnson, of Queens, and Paul Guttenberg, of Commack, were in attendance to share their stories of losing loved ones to gun violence. In 2010, Johnson’s 17-year-old son, Kedrick Morrow, was shot and killed at a party. She said while she feels it was once believed gun violence only happened in certain neighborhoods, unfortunately tragedies like Sandy Hook and Parkland have made Americans realize otherwise, and the victims’ families have become one in the fight against gun violence.

“We are the vanguards, we’re on the frontline, and we’re going to do everything we can,” she said, adding no parent should be fearful when dropping his or her child off at school.

“This can happen to anyone and anywhere. This could happen here to us, and it already happened to me.”

— Paul Guttenberg

Guttenberg’s niece Jaime was killed during the Parkland shooting Feb. 14 when a shot from the killer’s AR-15 rifle severed her spinal cord. He detailed the depth of emotion he felt the day of the shooting. At first, Guttenberg said he had hoped his niece had left her phone in a backpack when he first received news his nephew arrived home safe and sound, but his brother and sister-in-law hadn’t heard from Jaime. Later that hope turned into despair when he received the news she was one of the victims who was fatally shot.

“How could this have happened,” he said. “I remember hearing about mass shootings on the news, but you never think you’ll be so affected until you are. This can happen to anyone and anywhere. This could happen here to us, and it already happened to me.”

Guttenberg has spoken at a number of rallies on Long island, and his brother Fred, Jaime’s father, has become an activist for stricter gun legislation.

“Jaime’s murder is now a national tragedy, but for my family it is deeply personal and unsettling,“ Guttenberg said. “We are strong. We are resolute, and we will make Jaime’s memory a blessing.”

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By Linda M. Toga, Esq.

Linda Toga Esq.

THE FACTS: Many of my friends have told me that I should transfer my house to my son and retain a life estate.  

THE QUESTIONS: What are the pros and cons of doing that?

THE ANSWER: People often transfer their property to their children and create life estates because they believe it is the best way to increase their chances of being Medicaid eligible or to avoid probate. In most cases, there are better ways to achieve those goals. 

Before the Medicaid look-back period was changed to five years for all nonexempt transfers, life estates were a very popular part of Medicaid planning. However, since the look-back period is now the same whether you transfer a residence and retain a life estate or put the residence in an irrevocable trust, there is no advantage to creating a life estate when it comes to the look-back period. 

The downside of a life estate from a Medicaid planning perspective is the fact that, if the house is sold during your life time, you are entitled to a portion of the proceeds from the sale. The percentage of the proceeds allocated to you would be governed by life expectancy tables and is surprisingly large. 

For example, if you, as the life tenant, are 80 years old when your $300,000 house is sold, you will be entitled to approximately $130,000 of the proceeds. In the context of a Medicaid application, that $130,000 will be deemed an available resource and may result in a denial of benefits. This is true even if you created the life estate more than five years before you apply for Medicaid. 

If, on the other hand, you transferred the house into an irrevocable trust, even if the house was sold, the proceeds would be fully protected in the trust after the five year look-back period. 

With respect to avoiding probate, if you transfer your house to your son during your lifetime and create a life estate, the house will not be subject to probate when you die, the value of the house will not be included in your gross taxable estate (although the value of the transferred share may be subject to federal gift tax) and you will continue to enjoy any real estate tax exemptions that were applicable to the property before you deeded the house to your son. 

However, if the house is in your son’s name, his creditors can attach liens or judgments to the property. If you create a life estate, you will be required to file a gift tax return reporting the gift of the property to the IRS. 

Finally, by creating a life estate you may be subjecting your son to a capital gains tax liability. That is because your son will not get the step up in basis when you gift him the house that he would get if he inherited your house after your death. 

For example, if you paid $150,000 for the house 20 years ago, your son’s basis in the house if you gifted it to him would be $150,000. If he sells the house after you die, he will have to pay capital gains tax on the increased value of the house. 

If, on the other hand, he inherits the house after your death, he will get a step up and his basis in the house will be the date of death value. Unless he holds on to the house for an extended period of time, it is unlikely that your son will have any capital gains tax liability. 

If your goal in creating a life estate is to avoid probate, a better alternative to a life estate is a revocable trust. Although transferring your house into a revocable trust does not provide protection from estate taxes, it does avoid the need for filing a gift tax return, it protects the house from your son’s creditors and it will allow your son to get a step up in basis when he inherits the house after your death. 

There are clearly many issues to consider when deciding whether a life estate, revocable trust or irrevocable trust offers the best solution for you. The cost of each option is also a consideration. Since creating a life estate can have far-reaching consequences, it is important to discuss your goals and your options with an experienced attorney before taking action. 

Linda M. Toga, Esq. provides personalized service and peace of mind to her clients in the areas of estate planning, real estate, marital agreements and litigation. Visit her website at www.lmtogalaw.com or call 631-444-5605 to schedule a free consultation.

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