, April 03, 2025

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  Mar 20, 2025

๐Ÿ”‘ NY: Sample Retainer for Administration of a Testamentary Trust

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

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  Feb 21, 2025

๐Ÿ”‘ NY: Navigating Attorney General Requirements for Wholly Charitable Testamentary Trusts

When administering a wholly charitable testamentary trust, executors and trustees must navigate both...

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  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) ยง 11-1.7 serves as a...

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  Jun 15, 2024

New York: Resignation of Testamentary Trustee Requires Court Approval

In New York, under current law, a testamentary trustee must obtain court approval...

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  Oct 12, 2023

๐Ÿ”‘ Tax Accounting Periods: Decedent's Estate v. Testamentary Trusts

There is a key distinction between administering a decedent's estate and a testamentary trust....

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  Oct 11, 2023

๐Ÿ”‘ Understanding Estate Administration: Taxpayer IDs and Income Reporting After a Death

In estate administration, after someone dies, there are different taxpayers, with different tax...

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  Oct 10, 2023

๐Ÿ”‘ Differences Between Testamentary Trusts and Inter Vivos Trusts in New York

This post examines key differences between testamentary and inter vivos trusts, focusing on:...

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  Oct 09, 2023

๐Ÿ”‘ What Is the Date for a Testamentary Trust Under New York Law?

There is no one date for a testamentary trust under New York law....

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