Estate Administration

Mar 25, 2025

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

This post shares a sample engagement letter for probate estate administration in New...

Mar 25, 2025

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

Overview Kinship affidavits play a critical role in New York Surrogate’s Court...

Mar 15, 2025

Estate Planning Roundtable: Complex Trusts, Cross-Border Estates, and More

Key Takeaways from the March 14, 2025, Open Mic Discussion...

Mar 13, 2025

🔑 NY: Resolving Disputes Between Co-Executors Over a Claim

When an estate has multiple executors (co-fiduciaries), disagreements can arise over various aspects...

Mar 03, 2025

🔑 NY: What Happens When an LLC Member Dies or Becomes Incompetent?

When a member of a New York limited liability company (LLC) dies or...

Mar 03, 2025

NY: Challenging Adverse Possession in Estate Administration—Lessons from Matter of Elliott

In Matter of Elliott (2025 NY Slip Op 01093), the Appellate Division, addressed...

Feb 21, 2025

🔑 NY: Navigating Attorney General Requirements for Wholly Charitable Testamentary Trusts

When administering a wholly charitable testamentary trust, executors and trustees must navigate both...

Rules

Oct 30, 2024

🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

In New York, Surrogate’s Court is bound by statute not to interpret...

Oct 14, 2024

NY SCPA 2307: Commissions of Fiduciaries Other Than Trustees

Text § 2307. Commissions of fiduciaries other than trustees 1. Except as otherwise provided...

Specific Devise

Oct 09, 2024

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

In New York, executors must understand their limits when handling specifically devised property....

Sep 19, 2024

🔑 Computer Programs for Preparing Surrogates Court Accounting

Choosing the right software for fiduciary accounting can streamline your practice and improve...

Sep 14, 2024

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

Are you interested in gaining insights from the top clerks of New York&...

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