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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...

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...

Dec 23, 2024

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

The Trusts and Estates Law Section (TELS) of the New York State Bar...

Dec 22, 2024

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

Trustees must reflect an adjustment under EPTL 11-2.3(b)(5) properly in...

Nov 10, 2024

🔑 NY: Res Judicata and Collateral Estoppel Defenses Must Be Pleaded, Not Raised on Appeal

In New York, the defenses of res judicata and collateral estoppel—principles designed...

Nov 01, 2024

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

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Nov 01, 2024

🔑 NY: Appointees Under Powers of Appointment That Have Not Yet Been Exercised Have Standing in Accounting Proceeding

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Nov 01, 2024

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

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Nov 01, 2024

🔑 NY: Takers in Default of a Power of Appointment Have Standing in Accounting Proceeding

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Nov 01, 2024

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

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Nov 01, 2024

🔑 NY: Punitive Damages Demand Evidence of Extreme Misconduct

In New York, the standard for awarding punitive damages is exceptionally high, requiring...

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

🔑 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 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

🔑 NY: Res Judicata and Collateral Estoppel Defenses Must Be Pleaded, Not Raised on Appeal

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

🔑 NY: Appointees Under Powers of Appointment That Have Not Yet Been Exercised Have Standing in Accounting Proceeding

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

🔑 NY: Takers in Default of a Power of Appointment Have Standing in Accounting Proceeding

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

🔑 NY: Punitive Damages Demand Evidence of Extreme Misconduct

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

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