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 7 – Choosing Your Executor & Power of Attorney

In this episode, Morgan Napierski joins host Dave Shaffer to explain the crucial roles of executor and power of attorney—what they do, how they differ, and why naming the right person can protect your legacy and your loved ones.

PODCAST

Episode 6 — Home Healthcare and Community Medicaid: Aging in Place

In this episode of Into the Woods, attorney Kelly Gusmano joins host Dave Shaffer to discuss how Community Medicaid can help cover the costs of in-home care. They explore eligibility requirements, explain how family members can be paid as caregivers through the CDPAP program, and discuss strategies for qualifying while preserving assets—particularly in light of potential rule changes coming in 2026.

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.

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