Forms

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 20, 2025

🔑 NY: Sample Retainer for Administration of a Testamentary Trust

When administering a testamentary trust, trustees often require legal guidance to navigate probate,...

Mar 12, 2025

🔑 Sample Probate Decree - New York County Surrogates Court

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Mar 03, 2025

🔑 NY: Sample Clause Treating LLC Membership Assignment as a Dissolution Event

Under default New York law, an assignment of a limited liability company membership...

Mar 02, 2025

🔑 NY Form: Annotated Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a crucial estate planning tool for...

Mar 02, 2025

🔑 NY Clause: Residence Provisions in Medicaid Asset Protection Trust

When creating a Medicaid Asset Protection Trust (MAPT) in New York, a critical...

Mar 02, 2025

🔑 NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

Many Medicaid Asset Protection Trusts (MAPTs) include a Statement of Intent to clarify...

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 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...

Sep 11, 2024

NY: New Notice of Petition and Petition in Summary Landlord & Tenant Proceedings

✨ Updated 9/12/2024: Added the links to the new eviction guides for...

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

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

🔑 NY: Sample Retainer for Administration of a Testamentary Trust

🔑 Sample Probate Decree - New York County Surrogates Court

🔑 NY: Sample Clause Treating LLC Membership Assignment as a Dissolution Event

🔑 NY Form: Annotated Medicaid Asset Protection Trust

🔑 NY Clause: Residence Provisions in Medicaid Asset Protection Trust

🔑 NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

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

🔑 NY Supplemental Accounting Citation (Sample from Nassau County)

NY Probate Petition (from NY Courts)

NY: New Notice of Petition and Petition in Summary Landlord & Tenant Proceedings

Recent News

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

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