Steven H. Malach

October, 2019 – Seniors Will Soon Have Their Own IRS Tax Form: 1040-SR
The new Form 1040-SR should allow seniors (and some younger tax filers) to file taxes without benefit of an accountant, starting with 2019 tax filings…Since Form 1040-SR uses large print, the rationale behind the two-page filing is that it should be easier for seniors to see. Some of the shading around the boxes that tax filers complained about has been removed, making the form brighter. Click here for full discussion.

The Center for Estate Planning also hosts an active Facebook page which provides followers daily updates on Estate and Probate law issues as well as helpful advice to families and seniors through its CEP Blog and Twitter feed.

MICHIGAN LAWYERS WEEKLY

Don’t Overlook Death, January 4, 2013, By Steven H. Malach, Esq
Many focus on the here and now, but sometimes post-mortem trust administration is needed.

The Estate Tax Band-Aid: Issue will return or need to be dealt with in 2013
July 29, 2011
BY: Steven H. Malach, Esq. and Sandra D. Glazier, Esq.

Smart Asset Decisions Can Save Your Family From Some Major Headaches
May 26, 2008
BY: Steven H. Malach, Esq.

NATIONAL ACADEMY OF ELDER LAW ATTORNEYS

Lessons Learned From Client Estate Challenges
Posted: Fall 2011

2017 NAELA ANNUAL CONFERENCE

Steven Malach, who heads up the Probate, Trust and Estate Planning section of Lipson Neilson, recently attended the 2017 Annual NAELA (National Association of Elder Law Attorneys) Conference in Boston, Mass. Mr. Malach participated with attendees from across the country in various sessions led by experts in their respective fields including the following topics:

• The future of aging.
• Fiduciary access to digital assets.
• 50 Shades of Gray Hair; Romance in the Nursing Home.
• Updates on Litigation to ensure a client’s wishes are upheld.

The above meetings were held against the backdrop of the historical local background in pursuing life, liberty and the pursuit of happiness.

Mr. Malach is a twenty-year active member of NAELA which is active legislatively at the local, State and Federal levels.

STEVE MALACH PARTICIPATES IN CASEY KASEM’S SEMINAR

Steven Malach, who heads up the Probate, Trust and Estate Planning section of Lipson Neilson, recently attended a webinar narrated by Casey Kasem’s daughter, discussing the unfortunate circumstances involving the late Casey Kasem’s affairs. Mr. Kasem passed away on Father’s Day of 2015. He was an iconic disc jockey of national renown and known for the Casey Kasem top 100 song countdown.

In addition to suffering the ravages of dementia, his children were isolated and told they were not allowed to see their father by his second wife. This is an unfortunate textbook example of what can go wrong with or without an estate plan that can lead to very dramatic and dynamic probate-related litigation during a person’s lifetime or even after they passed away.