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Deirdre R. Wheatley-Liss

Fein, Such, Kahn & Shepard, P.C.


Latest Publications

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Love Is Lost - And So Is Your Inheritance - Divorce Really Ends Things

A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will....more

4/3/2013 - Beneficiary Designations Divorce Inheritance Marital Assets Retirement Plan

Personal Injury Damages And Medicaid Leins - SCOTUS Decides

You have a horrific accident and are looking a life of extreme medical care. The accident was caused by another person (drunk truck driver). You get a multi-million dollar award. Does the state that you live in get a share?...more

3/26/2013 - Anti-Lien Statute Medicaid SCOTUS Settlement

Four Good (?) Reasons To Contest A Will

Maybe it's the season, but I have gotten a lot of calls recently about will contests. A will contest usually happens when your heirs are surprised by what your will says, or by what you have left when you go to the great...more

3/19/2013 - Fraud Heirs Testementary Capacity Undue Influence Claims

Are You Part Of The Billion Dollar IRS Jackpot? Act By April 15.

Guess what? You might be one of the 1 million or so taxpayers that are due $917 million from the IRS. Sad thing is, it's your money that they are trying to get back to you....more

3/15/2013 - IRS Statute of Limitations Tax Refunds

Sequester Cuts Hurting Seniors

Will the ridiculous gridlock in Washington that has a sledgehammer instead of scalpel being used to address the cancer of a bloated budget affect your world immediately? As a working adult or family, likely not, For...more

3/7/2013 - Elder Issues Medicaid Medicare Sequestration Social Security Spending Cuts

What Does The Spouse Live Off Of When The Other Is In A Nursing Home?

So Dad is in nursing home, and has qualified for Medicaid to supplement the cost of care. What does Mom live off of? First, while assets are pooled together for Dad to have qualified for Medicaid in the first place,...more

2/12/2013 - Excess Shelter Amount Medicaid MMMNA Nursing Homes

Safe At Home – New Simplified Home Office Deduction

You work from home. You know that you are entitled to deduct your “home office expenses” but your accountant has warned you that it is very tricky, and that the deduction often raises a “red flag” for the IRS or the state in...more

1/16/2013 - Business Taxes Home Office Deduction Income Taxes Safe Harbors

Fiscal Cliff Averted? Time Will Tell, But Here Are The Details Of The 2013 Tax Laws

I am not sure how you can have great faith in the thoughtfulness of a process over hundreds of billions of dollar of our (the taxpayers) money, that happened in all of 48 hours, but here is the what is going to the president...more

1/3/2013 - Alternative Minimum Tax American Taxpayer Relief Act Capital Gains Dividends Estate Tax Fiscal Cliff Income Taxes Payroll Taxes Tax Extensions

Hurricane Sandy Extensions of IRS Time to File

The IRS has extended time to make tax payments and file returns of taxpayers in counties that have been designated as federal disaster areas qualifying for individual assistance. ...more

11/12/2012

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