, January 17, 2025

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  Oct 10, 2024

NY Estate Tax: Why Clawed-Back Gifts Donโ€™t Get a Basis Step-Up

In todayโ€™s T&E Think Tank Zoom study session, hosted by...

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  Sep 14, 2024

๐Ÿ—“๏ธ Join the T&E Think Tank: Meet the Chiefs 2024

Are you interested in gaining insights from the top clerks of New York&...

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  Sep 06, 2024

NY: Revoke or Amend Beneficiary Designations Through a Will

Yesterday, in Linda Maryanov's Think Tank study group, I learned that...

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  Sep 05, 2024

Todayโ€™s Events: Think Tank Session and Loper Bright Webinar

Mark Your Calendars for These Fantastic Events...

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  Aug 04, 2023

Update on Searching New York County Surrogate's Court Records

Yesterday, at Linda Maryanov's Thursday Think Tank study group, I learned:...

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  Jun 01, 2022

WTE Morning 3 #5: Meetings and Superpowers

Meetings and questions....

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  May 28, 2022

WTE Morning 3 #1: Inspiration & Updates

The inaugural post in the WTE Morning 3 series....

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