Since 2009
Since 2010
2017 - Current
RK Law PC
Regina leads the firm’s New York City office and advises clients in the areas of Probate, Estate & Trust Administration, Estate Planning, Contested and Uncontested Guardianship matters, Will Contests, Contested Accountings, and Special Needs Planning. To this end, Regina: Prepares estate planning documents (from basic to complex), including, but not limited to: Wills, various Trusts (e.g.: Revocable, Irrevocable, Life Insurance, Charitable, and/or Personal Residence), and Advance Directives; Prepares Petitions for Probate and/or Estate Administration to help fiduciaries obtain Letters Testamentary, Limited Letters Testamentary, Letters of Administration, or Letters of Administration, C.T.A; Counsels fiduciaries (e.g.: executors, administrators, trustees, and guardians) on the administration and taxation of their (or their ward’s) estates; Advises trustees and trust beneficiaries on the administration and taxation of trusts; Represents family members in kinship proceedings to prove their right to inherit property; Represents individuals in contested and uncontested guardianship proceedings; Represents individuals in estate and trust litigation, including will contests, turn-over proceedings, and contested accountings; Advises individuals on elder law issues, including reviewing existing care plans and long-term care insurance policies, and assesses possibility of Medicaid planning (community and institutional); Advises disabled individuals and their family members on special needs planning; Negotiates with NYC Human Resources Administration to reduce or eliminate various “Medicaid claims”
2016 - 2017
Grimaldi & Yeung LLP
I lead the Firm’s New York City office and advise clients in the areas of estate planning, elder law, and special needs planning. In addition, I represent clients in probate matters, kinship hearings, accountings, estate and trust administration, guardianship, and estate litigation. I: • Prepare estate planning documents (from basic to complex), including, but not limited to: Wills, various Trusts (e.g.: Revocable, Irrevocable, Life Insurance, Charitable, and/or Personal Residence), and Advance Directives; • Counsel fiduciaries (e.g.: executors, administrators, guardians) on the administration and taxation of their estates; • Advise trustees and trust beneficiaries on the administration and taxation of trusts; • Represent family members in kinship proceedings to prove their right to inherit property; • Advise individuals on elder law issues, including reviewing existing care plans and long-term care insurance policies, and assesses possibility of Medicaid planning (community and institutional); • Represent individuals in contested and uncontested guardianship proceedings; • Advise disabled individuals and their family members on special needs planning; • Negotiate with NYC Human Resources Administration to reduce or eliminate various “Medicaid claims” and; • Represent individuals in estate and trust litigation, including contested accountings.
2011 - 2015
Epstein Becker & Green LLP
Participate in all aspects of estate, tax, and gift planning, estate and trust administration, estate litigation (including contested accountings), elder law, long-term care planning, guardianship (including contested guardianship proceedings), Medicaid planning, and special needs planning (including working with parents of disabled children). Maintain extensive client contact. Counsel individuals and families on succession planning. Prepare wills, trusts (for family planning, tax planning, and special needs planning), and advance directives to facilitate clients’ tax objectives and long-term needs. Present seminars on trusts and estate and elder law topics. Administer estates from inception through final distribution, including preparation of estate tax returns. Prepare tax refund claims and participate in IRS audits. Comprehensive knowledge of Medicaid practice, rules and regulations. General litigation experience - appearances at administrative fair hearings and before Supreme and Surrogate’s courts. • Authored “But-Officer-My Transfer was Not for Medicaid Purposes!” published Elder Law Special Needs Law Journal (Spring 2012) • Co-authored “America’s Long Term Care Crisis” published in Trusts and Estates magazine (July 2013) • Co-authored “District Court Judge Issues Temporary Stay of DOL’s Modified Definition of “Companionship Services” published in Wage and Hour Defense Blog (January 2015)
2009 - 2011
Grimaldi & Yeung LLP
Participate in all aspects of elder law, estate and tax planning, estate and trust administration, estate litigation, guardianship, and special needs planning. Ongoing responsibilities include: identifying clients' needs, proposing customized tax and estate planning solutions, preparing and executing various Wills and Trusts, reviewing Advanced Directives and Deed transfers forms, and attending real estate closings. Prepare Estate Tax returns and accountings. Negotiate “Spousal Refusal” claims. Research updates to ensure legal compliance. Liaise with multitude of legal, financial, and government entities to effectuate necessary transfers. Prepare motions and attend related proceedings in New York City’s Supreme and Surrogates Courts.
2008 - 2009
Herzfeld & Rubin
Participate in all aspects of elder law, estate and tax planning, estate and trust administration, estate litigation, guardianship, and special needs planning. Ongoing responsibilities include: identifying clients' needs, proposing customized tax and estate planning solutions, preparing and executing various Wills and Trusts, reviewing Advanced Directives and Deed transfers forms, and attending real estate closings. Prepare Estate Tax returns and accountings. Negotiate “Spousal Refusal” claims. Research updates to ensure legal compliance. Liaise with multitude of legal, financial, and government entities to effectuate necessary transfers. Prepare motions and attend related proceedings in New York City’s Supreme and Surrogates Courts.
2009
J.D. (2009) | Law
2002 - 2005
B.A. (2005) | Economics and Politics, Philosophy, and Law
Probate Administration, Probate Litigation, Will Contests
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Office of Court Administration - New York Guardian and Fiduciary Services
