, January 18, 2025
, January 18, 2025
Feb 09, 2023
Good work is being done by lawyers on a volunteer basis countless times across the United States, but we rarely learn about it....
Dec 17, 2022
New Yorkers should continue to oppose the proposed law....
Jun 09, 2022
The new law would literally be a breaking development as it is unworkable....
May 18, 2022
Thoughts based on rules in New York....
May 17, 2022
NY lawyers don't have to rely on an executor's deed for a specific devise. There is a better tool!...
Mar 25, 2022
Fiduciaries of 401(k) plans beware: Adding a cryptocurrency option to a 401(k) plan's investment menu can invite DOL investigation....
Mar 12, 2022
April 18 for the federal income tax return. See the post for deadlines for state, partnership, corporation, and fiduciary income tax returns....
Mar 11, 2022
SCPA 707 no longer disqualifies felons from serving as fiduciaries....
Feb 11, 2022
At least every five years and after circumstances change....
Feb 09, 2022
On February 8, 2022, Peak Trust Company announced that it received conditional approval for a national charter and will open an office under this charter in Wilmington, Delaware in June 2022....