Steve Weisman, Estate Planning Attorney


Steve Weisman hosts the nationally syndicated radio show A Touch of Grey, heard on more than 50 stations, including WABC in New York City and KRLA in Los Angeles. He is a practicing lawyer specializing in estate planning and is admitted to practice before the United States Supreme Court. He's a public speaker and commentator who has appeared on many radio and television shows throughout the country, and he's the legal editor of Talkers magazine, the preeminent trade publication of talk radio.

Weisman has also taught at the University of Massachusetts, Curry College, and Boston University. Presently, he's a senior lecturer at Bentley College. Steve is the author of A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially, Boomer or Bust: Your Financial Guide to Retirement, Health Care, Medicare, and Long-Term Care, and 50 Ways to Protect Your Identity and Your Credit: Everything You Need to Know About Identity Theft, Credit Cards, Credit Repair, and Credit Reports. His latest book is The Truth About Avoiding Scams.


Recently Published on Caring.com

How can I take over the POA my now late sister held for my mother? — Aug 30, 2010
If your mother has dementia, she does not have the ability to make a viable check. Nor can she appoint anyone as her agent under a Durable Power of Attorney because that c...
Can we get POA for my mother without her approval? — Aug 26, 2010
By definition a Durable Power of Attorney occurs when someone chooses to appoint a particular person to be able to act on their behalf in regard to financial matters. If y...
The trustee will not release the funds to me. — Aug 25, 2010
The duties and responsibilities of the trustee are as set out in the specific trust document. I urge you to contact a lawyer to review the trust on your behalf to see if t...
Can I pay his IOUs out of his trust fund? — Aug 25, 2010
I understand your reluctance to incur expenses which, by the way, can be an expense of the trust and therefore paid from the principal. However, I think it would be a smal...
If I only need Medicaid for 2 years, do I need to continue spending down my IRA assets? — Aug 25, 2010
It sounds like you are confusing Medicare with Medicaid. Medicare is an entitlement program of health insurance through the Social Security system. It only covers a hundr...
If my uncle leaves my mom an inheritance, will Medicaid take it? — Aug 25, 2010
If his Will is not signed, there is no Will to be presented to Probate unless he had a previous Will that is still in effect. If your mother were to be eligible to receive...
Can my father take control of my grandmother's estate from the bank? — Aug 18, 2010
The key question here is what does the Will say in regard to the powers of the executor in regard to the management of the assets during the settlement of the estate. The ...
Does Mom still have first say if I'm the POA for Dad? — Aug 18, 2010
This is quite complicated and unfortunately no one could begin to give you advice without reviewing the documents themselves and discussing the circumstances under which th...
The law changed - does that mean she's eligible for Medicare now? — Aug 18, 2010
You should contact an Elder Law attorney as soon as possible because the Medicaid laws do differ significantly from state to state. You refer to "Medicare" in your letter,...
After we inherit a house, are we still responsible for the debts attached to it? — Aug 18, 2010
You may wish to negotiate on behalf of your grandfather with the credit card holders as to the total amount or the interest. Assuming that the home was put into the trust ...