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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 Form: Simple LLC Operating Agreement for One Member

A request often arises for a simple Operating Agreement for a New York...

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 28, 2025

🔑 When Should a Supplemental Needs Trust Allow Basic Needs Distributions? Understanding EPTL 7-1.12

EPTL 7-1.12: Supplemental Needs Trusts in New York governs supplemental needs trusts...

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...

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

🔑 NY Form: Simple LLC Operating Agreement for One Member

🔑 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

🔑 When Should a Supplemental Needs Trust Allow Basic Needs Distributions? Understanding EPTL 7-1.12

🔑 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

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🔑 Redacting Done Right: Lessons from a Surprising Mistake

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