New York's Asset Protection Roundtable

Hosted by Ted Alatsas

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Episodes

112

Latest episode

Oct 2026

Language

EN-US

About the show

Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many issues that you might face in your legal and family planning journey. Don't hesitate to ask any questions along the way by calling 718-233-2903 or visiting https://www.alatsaslawfirm.com for more information. #ElderLaw #FamilyLaw #AssetProtection #Bankruptcy #EstatePlanning #LegacyPlanning

Listen to episodes

60 recent

October 15, 202610 min

Mailbag: Handwritten Wills, Vacation Homes & Assets in Your Name

In this mailbag episode, Ted answers three listener questions about estate planning situations that aren't always straightforward. He explains how to handle assets that are legally in your name but intended for someone else, including a parent's home or an adult child's bank account. Ted also discusses whether a vacation home can be placed in a trust while still allowing family members to enjoy it. Finally, he addresses whether handwritten wills are legally valid and why following the proper requirements is essential to making sure your wishes are honored. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

October 1, 202611 min

Your Estate Plan & Investments Should Work Together

Your estate planning attorney manages your estate plan. Your financial advisor manages your investments. Your CPA handles your taxes. They each have a different job, but those jobs are far from separate. In this episode, we look at how the size, type, and location of your investments can directly affect your estate plan, your taxes, and ultimately what your beneficiaries receive. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

September 17, 20269 min

Mailbag: Estate Roles, Special Needs Planning & Updating After Divorce

In this mailbag episode, Ted explains why different people can be named to handle financial, legal, and medical responsibilities within an estate plan. He also discusses how a properly structured trust can help protect an inheritance for a loved one with special needs without jeopardizing important benefits. Finally, Ted explains why updating an estate plan should be one of the first priorities after a divorce, especially when it comes to decision-makers, beneficiaries, trusts, and jointly owned property. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

September 3, 202610 min

What Happens to a Child’s Debt When You Die?

Maybe you helped one child buy a house, start a business, or simply get through a difficult season. But if they still owe you money when you die, what happens next? Do you forgive the loan, or should that money count against their inheritance? In this episode, we look at the options for handling family loans in an estate plan and why documenting your intentions now can prevent a lot of confusion later. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

August 20, 20268 min

Mailbag: Funeral Wishes, Old Life Insurance & Choosing Backup Guardians

In this mailbag episode, Ted answers three estate planning questions that can easily be overlooked. He explains why funeral instructions may be better handled outside of a will, what to do with an old life insurance policy so it still fits into your estate plan, and why parents should consider naming backup guardians for minor children. Ted also highlights the importance of reviewing your plan regularly so these important decisions continue to reflect your current wishes. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

August 6, 202611 min

Building Flexibility Into Your Estate Plan

No one can predict the future, but a good estate plan should be prepared for it. What if your executor can't serve? What if a beneficiary dies before you? What if your family looks very different ten years from now? In this episode, we'll explain why estate planning is really about planning for the "what ifs," and how the right contingencies can keep your wishes on track no matter what life brings. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

July 16, 20269 min

Mailbag: Dying Without a Will, Funding a Trust & Protecting an Inheritance

In this mailbag episode, Ted explains what happens when someone dies without a will and how state law determines who inherits the estate. He also discusses why a newly purchased home may need to be transferred into an existing trust and what steps are required to make that transfer effective. Finally, Ted shares ways a trust can protect an inheritance for a loved one who may struggle with gambling or other financial challenges. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

July 2, 202611 min

Why You Need Two Powers of Attorney—Not Just One

Most people think a power of attorney is a single document that covers everything. But that's one of the biggest misconceptions in estate planning. In reality, there are two completely different powers of attorney—one for your finances and one for your health care. In this episode, we'll explain what each document does, why you need both, and how choosing the wrong person can create major problems when your family needs help the most. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

June 18, 20268 min

Mailbag: What Happens to Your Debts After You Pass Away?

In this mailbag episode, Ted tackles three important estate planning questions from listeners. He discusses options for parents who want to provide for their children without handing over an inheritance too soon, addresses what can happen when an executor named years ago is no longer in the picture, and explains some common misconceptions about debts, estates, and heirs after someone passes away. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/

June 4, 202615 min

8 Estate Planning Mistakes Your Attorney Might Be Making

You did the right thing. You hired an attorney and got your estate plan done. But what if the problem isn’t whether you have a plan… it’s whether it was done right? In this episode, we walk through some of the most common mistakes we see, including ones that even experienced attorneys can make, and how those small oversights can lead to big problems down the road. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/