Snow Birds / Dual Residencies

Our New York, Connecticut, Massachusetts and Florida Connection

When it comes to planning for a dual residence client, many issues arise that are most effectively handled by a law firm knowledgeable about the legal particulars of both states. For instance, estate planning documents prepared for the dual residence client must address issues indigenous to both jurisdictions. Amoruso & Amoruso, LLP is honored to have Howard S. Krooks, Esq., CELA, CAP, a partner of Elder Law Associates PA in Florida, as Of Counsel to our Firm. Mr. Krooks draws on his elder law and estate planning experience in both New York and Florida to prepare appropriate documents and devise the plan most effective for the dual residence client. Often, dual residents are not sure whether to plan for governmental benefits eligibility in New York, Connecticut, Massachusetts or Florida. Amoruso & Amoruso, LLP's experience in planning in these states provides dual residence clients access to all the information needed to make an informed decision as to which of the states will offer greater services and planning opportunities.

Many people are aware of the importance of having up-to-date advance directives such as a durable power of attorney, designation of health care surrogate and a living will. What many do not know, however, is that if a client has one of these documents prepared in one state, such as New York, a doctor or health care facility treating that client in another state, such as Florida, may not honor it. Rather, the doctor or health care facility may use its discretion in deciding whether to honor the document since statutes regulating advance directives vary from state to state and the out-of-state form may not be familiar. As a law firm with experience and credentials in New York, Connecticut, Massachusetts and Florida, Amoruso & Amoruso, LLP advises dual residence clients on the appropriate documents for both locales.