Partner Frances M. Pantaleo presented at the 2018 Fall Meeting of the Trusts and Estates Law Section of the New York State Bar Association on October 19. The two-day program focused on real property issues that frequently arise in elder law and estate planning practices.<\/p>\n
Ms. Pantaleo\u2019s presentation emphasized that a primary residence, however modest, is often a client\u2019s most valuable asset and one that the client is generally motivated to protect and preserve for his or her heirs. She addressed income tax, capital gains tax, estate tax and Medicaid consequences of real property ownership and transfers, including transfers to irrevocable and revocable trusts, life estate deeds and outright transfers.<\/p>\n
Ms. Pantaleo leads the Elder Law and Special Needs Practice Group at Bleakley Platt. She is a former Chair of the Elder Law and Special Needs Section of the New York State Bar Association and a member of the Trusts and Estates Section. Ms. Pantaleo is a member of the National Academy of Elder Law Attorneys (NAELA).<\/p>\n
Ms. Pantaleo serves on the Board of Directors of Legal Services of the Hudson Valley and is a frequent presenter on Elder Law and Special Needs topics for consumers at the request of community and service organizations including AARP, UJA-Federation, Pace Women\u2019s Justice Center, Alzheimer\u2019s Association, Westchester Arc, Public\/Private Partnership for Aging Services and Westchester County Department of Senior Programs and Services.<\/p>\n