Hani Sarji

Feb 07, 2025

🔑 LLC Management and MAPTs: Balancing Control and NY Medicaid Eligibility

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Privacy

Feb 04, 2025

DOGE Spelled Backward: Is “Elon God” a Coincidence or a Warning?

Hailed as “the Great Elon Musk” and granted sweeping access to federal records through DOGE—what does Musk’s unchecked power mean for government oversight and data privacy?...

Taxpayer Rights

Feb 04, 2025

Unprecedented Access: Legal Challenges Arise Over Elon Musk's DOGE and Taxpayer Data

In a move that has raised significant privacy concerns, Elon Musk's...

Feb 03, 2025

🔑 NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

Below is a sample petition to compel an executor to set off a...

Feb 03, 2025

The Flexibility of New York Surrogate’s Court Jurisdiction Under SCPA § 202

In estate litigation, procedural rules often seem rigid, but Surrogate’s Court Procedure...

Feb 02, 2025

🔑 NY Supplemental Accounting Citation (Sample from Nassau County)

Hon. Margaret C. Reilly signed the Supplemental Accounting Citation for a Co-Administrator on...

Jan 31, 2025

NY Probate Petition (from NY Courts)

Below is the official Probate Petition from nycourts.gov, which I download on...

Jan 27, 2025

Why Would a Trust Company Obtain a National Charter Instead of a State Charter?

When Peak Trust Company announced on February 8, 2022, that it had received...

Dec 29, 2024

NY EPTL 11-1.7: Limitation on Powers and Immunities of Executors and Trustees

New York Estates, Powers and Trusts Law (EPTL) § 11-1.7 serves as a...

Dec 23, 2024

🔑 NY Duty of Impartiality: TELS Recommendations on Proposed Section 7-A-8.3

The Trusts and Estates Law Section (TELS) of the New York State Bar...

Dec 22, 2024

🔑 NY EPTL 11-2.3(b)(5) Adjustments Must Be Reflected in Accounting

Trustees must reflect an adjustment under EPTL 11-2.3(b)(5) properly in...

Dec 22, 2024

NY EPTL 11-2.3(b)(5): Nomenclature

The power given to a trustee in EPTL 11-2.3(b)(5) to...

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321 posts