Yale Hauptman, Hauptman & Hauptman, Clarified Inheritance Tax
Hauptman & Hauptman, guiding families through life’s transitions.
- Newark, NJ (1888PressRelease) August 13, 2020 - Yale S. Hauptman, founding partner, Hauptman & Hauptman, P.C., was quoted in NJ.com where he discussed inheritance tax and withdrawals after the death of a family member.
According to Hauptman, “If you are the designated beneficiary on death, then providing the death certificate and ID showing you are the person named as beneficiary should allow you to rollover the IRA.”
To view the article, please visit https://bit.ly/2Xodg5V
Yale S. Hauptman is licensed both in New Jersey and New York. His practice is focused on elder, estate, and special needs law. He has personally helped thousands of families plan for the complicated and emotional journey through the long-term care process. Yale writes and speaks extensively on elder, estate and special needs law topics, has been featured in both local and national media and has been quoted in print and digital media outlets. Additionally, Yale presents elder law topics to legal, financial, insurance, and health care professional organizations as well as to the general public. He is also a published author of an eldercare book entitled, “Be Nice To Me-I Pick Your Nursing Home.” Yale teamed up with his partner and wife, Laurie A. Hauptman, Esq., and nationally acclaimed speaker and financial advisor, Don Quante, for his book, “Don’t Go Broke in a Nursing Home”, a consumer’s real-life hands-on guide to long-term care, including Medicaid eligibility, Veterans benefits, and new ways to “self-fund” your care without going broke.
Laurie A. Hauptman is a New Jersey and New York licensed attorney who has concentrated her practice on estate, elder and special needs law for over 20 years. Additionally, Laurie is a Department of Veterans Affairs’ accredited attorney for the preparation, presentation, and prosecution of claims for veterans' benefits. She has been intrinsically involved with helping thousands of families navigate the circuitous and emotional journey through the long-term and special needs process. Laurie was a trial attorney in a litigation firm before joining forces with her husband, Yale. Her courtroom experience is essential to handling the firm’s court work, including guardianships, conservatorships and special needs trusts. Civically and community-minded, she is a member of the United Way Caregivers Coalition Steering Committee, Co-Chairperson of the Elder and Disability Law Committee of the Essex County Bar Association and a frequent lecturer on estate, special needs, and elder law planning topics.
To view additional media outreach, please visit: https://www.hauptmanlaw.com/press-room/
Founded in 1995, Hauptman & Hauptman, PC, offers a hands-on approach to Elder law. Your legal matter will be handled with attention and care. For more information, please contact 973.994.2287 or visit http://www.hauptmanlaw.com/
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