, January 17, 2025

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Rules

  78 posts

  Dec 29, 2024

NY EPTL 11-1.7: Limitation on Powers and Immunities of Executors and Trustees

New York Estates, Powers and Trusts Law (EPTL) § 11-1.7 serves as a...

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  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...

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  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...

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  Dec 22, 2024

NY EPTL 11-2.3(b)(5): Nomenclature

The power given to a trustee in EPTL 11-2.3(b)(5) to...

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  Dec 22, 2024

NY Prudent Investor Standard Authorizes the Power to Adjust - EPTL 11-2.3(b)(5)(A)

Effective January 1, 2002, New York's prudent investor standard (EPTL 11-2....

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  Dec 14, 2024

🔑 NY: Discovery Time Limit In Probate Proceedings

In contested probate proceedings, discovery is typically limited to a five-year time frame...

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  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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  Nov 07, 2024

NY SCPA 207: Lifetime Trusts; Jurisdiction and Venue

New York’s Surrogate’s Court Procedure Act (SCPA) § 207 establishes the framework...

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  Nov 04, 2024

NY EPTL 5-1.4: Revocatory Effect of Divorce, Annulment, and Separation on Estate Plans

The New York Estates, Powers, and Trusts Law (EPTL) § 5-1.4 addresses the...

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  Nov 04, 2024

NY EPTL 3-4.4: Exception to Ademption for Property Transferred by Guardian

The New York Estates, Powers and Trusts Law (EPTL) Section 3-4.4 addresses...

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  Nov 01, 2024

NY SCPA 711: Suspension, Modification or Revocation of Letters or Removal for Disqualification or Misconduct

In New York law, Section 711 of the Surrogate’s Court Procedure Act...

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  Nov 01, 2024

NY SCPA 304: Contents of Petition

The New York Surrogate’s Court Procedure Act (SCPA) § 304 outlines the essential...

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