Kimberly Trueman - Burner Law Group, P.C.



Kimberly Trueman
Burner Law Group, P.C.
12 Research Way
East Setauket, NY 11733

631-941-3434

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Kimberly Trueman
Burner Law Group, P.C.

Attorney Profile
Practice Areas
Law School

Hofstra University
2009 -2012

Website

https://burnerlaw.com/

631-941-3434


Kimberly Trueman is an attorney at Burner Law Group, P.C. She joined the firm in January 2012 as a legal intern while she was still in law school. After graduating and taking the bar exam, she was invited to join the firm.

Kimberly received her Bachelor’s degree in Hispanic Literature and Language from Stony Brook University in 2009 where she graduated summa cum laude, Phi Beta Kappa and was the valedictorian of her department. She then received her Juris Doctor from Hofstra University, School of Law in 2012. While attending law school, Kimberly was the recipient of the Honors Scholarship for academic excellence as well as the Linda Carmody-Roberts Scholarship for her commitment to pursuing a career in the Trust & Estates and Elder Law fields. Due to her excellence in dispute resolution and family law, Kimberly was invited to join Hofstra’s Mediation Clinic where she became a certified mediator and was awarded the Sari M. Friedman Endowed Scholarship award for excellence in family law.

In 2020, for the fourth consecutive year, Minneapolis-based Law & Politics publishers of Super Lawyers magazines announced that Kim had been named as a Rising Star Attorney. Super Lawyers, published in the New York Times Magazine is a listing of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement in their respective fields. Each year, no more than 5 percent of the lawyers in the state receive this honor.

Additionally in 2020, Kimberly was named as an “Outstanding Woman in Law" by Hofstra University School of Law Center for Children Families and the Law and Long Island Business News.

Kimberly is a member of the New York State Bar Association Elder Law and Special Needs Planning section, the Trusts and Estates section and the Suffolk County Bar Association. She is licensed to practice law in New York State. Kimberly lives in Stony Brook with her husband, daughter, dog and three cats.


Kimberly Trueman's Law Posts

Generation Skipping Transfer Tax (GSTT) is the tax imposed on transfers made to grandchildren, or individuals (other than a spouse) who are at least 37 ½ years younger than the donor of the gift. GSTT sounds complicated, and can be complicated, but the concept is simple. Check out our latest blog post to find out how the GSTT affects your estate planning.

Generation Skipping Transfer Tax (GSTT) is the tax imposed on transfers made to grandchildren, or individuals (other than a spouse) who are at least 37 ½ years younger than the donor of the gift. GSTT sounds complicated, and can be complicated, but the concept is simple. The tax was instated…
burnerlaw.com

Creating a Will is so much more than just writing down the names of those who you wish to inherit. It is about creating a comprehensive plan not only for your death, but disability and the future death and disability of your beneficiaries. While it may seem easy to write something simple yourself or download a form from the internet, failing to have a properly drafted and executed Will has major consequences that can leave your intended beneficiaries with much less than you intended. Check out our latest blog post for a list of some of the top mistakes that can occur when using a “do-it-yourself Will”

Whenever I hear someone say they wrote their own Last Will and Testament, a familiar phrase comes to mind, “Don’t try this at home!” Unless you are an experienced estate planning attorney, it is not a good idea to write your own Will, or to order a Will off a…
burnerlaw.com

The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act became effective on January 1, 2020. While the Act was aimed at improving retirement savings, there is a negative change which effects those who inherit retirement accounts from the original participant.

The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act became effective on January 1, 2020. While the Act was aimed at improving retirement savings, there is a negative change which effects those who inherit retirement accounts from the original participant. Prior to SECURE, designated beneficiaries of retirement accounts could…
burnerlaw.com

Whether a bank account must go through probate depends on how the account was held – jointly or in the decedent’s sole name. Like real property, bank accounts can be owned in many ways. If a bank account is held jointly between two or more parties, there is usually a right of survivorship. This means that if two people are co-owners of an account, and one owner dies, the surviving owner inherits the account, without the need for probate.

Whether a bank account must go through probate depends on how the account was held – jointly or in the decedent’s sole name. Like real property, bank accounts can be owned in many ways. If a bank account is held jointly between two or more parties, there is usually a…
burnerlaw.com

If you have a disabled child who is already receiving means-based government benefits, such as Medicaid or Social Security Supplemental Income, it is imperative that your estate planning documents leave that child’s share in a Supplemental Needs Trust (also called a Special Needs Trust). Learn more about third party Supplemental Needs Trusts in our latest blog post.

As Elder Law Attorneys, we focus on Medicaid planning for our clients in order to have access to long-term care. It is equally as important to ensure that their beneficiaries will have access to government programs and not be disqualified by the fact that they received an inheritance. If you…
burnerlaw.com