Wills, Trusts, Estates: Blog

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Latest News

NY: Probate Discovery Limits Upheld in Matter of Landau

Dec 15, 2024

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

Wills

NY: Probate Discovery Limits Upheld in Matter of Landau

Dec 15, 2024

🔑 NY: Discovery Time Limit In Probate Proceedings

Dec 14, 2024 — Premium

🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

Oct 30, 2024 — Premium

NY SCPA 1404: Witnesses to Be Examined; Proof Required

Oct 30, 2024

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

Sep 23, 2024 — Premium

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

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

Oct 11, 2024 — Premium

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

Oct 09, 2024

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

Sep 18, 2024 — Premium

0 results found in this keyword

0 results found in this keyword

Latest News

NY: Probate Discovery Limits Upheld in Matter of Landau

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

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

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

🔑 Computer Programs for Preparing Surrogates Court Accounting

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

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

Celebrating Professor Gerry Beyer: A Mentor from Afar

Wills

NY: Probate Discovery Limits Upheld in Matter of Landau

🔑 NY: Discovery Time Limit In Probate Proceedings

🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

NY SCPA 1404: Witnesses to Be Examined; Proof Required

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

Trusts

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

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

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

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

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

Estates

NY SCPA 2307: Commissions of Fiduciaries Other Than Trustees

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

How AI Gives Me Confidence to Contribute to Professional Discussions

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

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

Recent News

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

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

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

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