, November 20, 2024

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Latest News

New York
NY Estate Tax: Why Clawed-Back Gifts Don’t Get a Basis Step-Up

  Oct 10, 2024

Specific Devise
Why Executors in New York Should Be Cautious with Specifically Devised Property

  Oct 09, 2024

Chart Shows Surviving Spouses Options for Inherited Retirement Accounts Under Secure 2.0

  Sep 27, 2024   —  Premium

🔑 Computer Programs for Preparing Surrogates Court Accounting

  Sep 19, 2024   —  Members

🗓️ In-Person Event: Round Table on Nursing Home Problems & Solutions in Pittsford, NY

  Sep 19, 2024

🗓️ Join the T&E Think Tank: Meet the Chiefs 2024

  Sep 14, 2024

Celebrating Professor Gerry Beyer: A Mentor from Afar

  Sep 12, 2024

How to Find Your Home’s Historic District in New York: A Step-by-Step Guide

  Sep 12, 2024

Wills
🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

  Oct 30, 2024   —  Premium

🔑 NY: Title to Specifically Devised Real Property Vests Immediately at Death

  Sep 23, 2024   —  Premium

🔑 NY SCPA 2508 Filing of will of decedent

  Sep 11, 2024   —  Premium

🔑 NY: What Does a Lawyer Do With a Testators Will When the Executor Goes Silent?

  Sep 11, 2024   —  Premium

NY: Do Not Remove Staples From a Will

  Sep 10, 2024

Trusts

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in a Proceeding to Remove a Trustee

  Nov 01, 2024   —  Premium

🔑 NY: Prospective Sprinklees of Trust Income Have Standing in Accounting Proceeding

  Nov 01, 2024   —  Premium

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in Accounting Proceeding

  Nov 01, 2024   —  Premium

NY EPTL 7-2.6: Resignation, Suspension or Removal of Trustee
NY EPTL 7-2.6: Resignation, Suspension or Removal of Trustee

  Oct 28, 2024

🔑 NY: State Selected In Choice of Law Clause Governs Substantive Issues, Procedural Matters Governed by Forum State

  Sep 26, 2024   —  Premium

Estates

NY SCPA 2307: Commissions of Fiduciaries Other Than Trustees

  Oct 14, 2024

🔑 NY EPTL 2-1.7: Presumption of death from absence; effect of exposure to specific peril
🔑 NY EPTL 2-1.7: Presumption of death from absence; effect of exposure to specific peril

  Oct 11, 2024   —  Premium

How AI Gives Me Confidence to Contribute to Professional Discussions
How AI Gives Me Confidence to Contribute to Professional Discussions

  Oct 10, 2024

Why Executors in New York Should Be Cautious with Specifically Devised Property
Why Executors in New York Should Be Cautious with Specifically Devised Property

  Oct 09, 2024

🔑 NY: Executor’s Adversarial Position in Construction Proceeding Bars Charging Legal Fees to Estate

  Sep 18, 2024   —  Premium

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Recent News
🔑 NY: Res Judicata and Collateral Estoppel Defenses Must Be Pleaded, Not Raised on Appeal

  Nov 10, 2024   —  Premium

NY SCPA 207: Lifetime Trusts; Jurisdiction and Venue

  Nov 07, 2024

NY EPTL 5-1.4: Revocatory Effect of Divorce, Annulment, and Separation on Estate Plans

  Nov 04, 2024

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