Wills, Trusts, Estates: Blog

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Latest News

NY Tax Law § 954

NY Proposal Tries to Make Clawback Tax Deductible—But Will the IRS Agree?

Apr 15, 2025

NY Surrogate's Court

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

Apr 09, 2025 — Premium

NY Budget Proposal Makes Clawback Tax Permanent, Pushes for Deductibility, and Ends Apportionment for Gifts

Apr 02, 2025

Business Council’s Testimony Helped Shape Proposed NYTL § 954(a)(3) Amendment

Mar 31, 2025

🔑 Redacting Done Right: Lessons from a Surprising Mistake

Mar 28, 2025 — Premium

New York City

🔑 NYC's Mandatory Composting Law Turns Landlords into Waste Enforcers

Mar 26, 2025 — Premium

🔑 Sample Hourly Retainer Agreement for Probate of a New York Estate

Mar 25, 2025 — Premium

🔑 NY: Sample Kinship Affidavit for Non-Marital Children of a Male Decedent

Mar 25, 2025 — Premium

Wills

NY: When Executors Have No Authority Over Real Estate – Lessons from In re Purdy

Feb 16, 2025

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

Trusts

IRC § 678: When a Non-Grantor Is Treated as the Trust Owner

Feb 23, 2025

IRC § 672: Definitions and Rules

Feb 23, 2025

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

Jan 27, 2025

🔑 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

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 Proposal Tries to Make Clawback Tax Deductible—But Will the IRS Agree?

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

NY Budget Proposal Makes Clawback Tax Permanent, Pushes for Deductibility, and Ends Apportionment for Gifts

Business Council’s Testimony Helped Shape Proposed NYTL § 954(a)(3) Amendment

🔑 Redacting Done Right: Lessons from a Surprising Mistake

🔑 NYC's Mandatory Composting Law Turns Landlords into Waste Enforcers

🔑 Sample Hourly Retainer Agreement for Probate of a New York Estate

🔑 NY: Sample Kinship Affidavit for Non-Marital Children of a Male Decedent

Wills

NY: When Executors Have No Authority Over Real Estate – Lessons from In re Purdy

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

Trusts

IRC § 678: When a Non-Grantor Is Treated as the Trust Owner

IRC § 672: Definitions and Rules

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

🔑 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

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

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NY Proposal Tries to Make Clawback Tax Deductible—But Will the IRS Agree?

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

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