Into the Woods

The legal landscape doesn’t have to be a dark, scary place. With host Dave Shaffer, Partner and Chair of the Family Wealth and Estate Planning Department at Woods Oviatt Gilman, as your guide, we talk through a variety of legal topics, shedding light on the issues of the day, welcoming guest attorneys from across the Woods Oviatt Gilman law firm, and answering questions to help you see both the forest and the trees.

PODCAST

Episode 5 - Planning for the Family Cottage: Preserving Your Legacy

In this episode of Into the Woods, attorney Christen Bruu joins host Dave Shaffer to discuss planning strategies for family vacation properties. They explore the risks of leaving cottages to multiple heirs without structure, compare the benefits of LLCs versus trusts for property management, and share practical advice for preserving these treasured family assets for generations to come.

PODCAST

Episode 4 — The Real Snowbirds of New York State

In this episode of Into the Woods, attorney Hannah Cannon joins host Dave Shaffer to discuss estate planning considerations for New Yorkers who spend winters in Florida. They cover essential legal documents for both states, strategies to handle Florida real estate, and explain how the Florida homestead exemption works for those considering a permanent move south.

PODCAST

Episode 3 – Do I Really Need a Will?

In this episode of Into the Woods, attorney Morgan Napierski joins host Dave Shaffer to discuss why having a will matters. They cover New York’s intestacy laws, the role of executors, and how to ensure your assets are distributed according to your wishes.

PODCAST

Episode 2 – Navigating Medicaid & Long-Term Care: Part 2

In this episode of Into the Woods, elder law attorneys Rick Marchese and Kelly Gusmano join host Dave Schaffer to discuss the complexities of nursing home admission agreements. They cover financial applications, key contract provisions, and how families can protect themselves while ensuring quality care for their loved ones.

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