Trusts

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: Prospective Sprinklees of Trust Income 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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Rules

Oct 28, 2024

NY EPTL 7-2.6: Resignation, Suspension or Removal of Trustee

New York’s Estates, Powers and Trusts Law (EPTL) § 7-2.6 establishes the...

Sep 26, 2024

🔑 NY: State Selected In Choice of Law Clause Governs Substantive Issues, Procedural Matters Governed by Forum State

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Sep 11, 2024

NY: Guardian Cannot Amend Revocable Trust When Capacity Is Required for Amendment

In estate planning, the ability to amend a revocable trust can be crucial....

Aug 18, 2024

New York: Lifetime Trust Is a Term of Art

I spoke with a colleague recently who stated, "Inter vivos trust, not...

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...

May 31, 2024

🔑 New York: "Four" Power to Adjust Preconditions

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May 29, 2024

🔑 Two Ways to Invest Trust Assets

When it comes to investing trust assets, there are two distinct approaches that...

Mar 10, 2024

🔑Trustee's Duty of Impartiality

🚧 Under Construction...

NY EPTL

Mar 07, 2024

New York: Estates, Powers and Trusts Law (EPTL) - Annotated

🚧 Under Construction...

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

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

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

NY EPTL 7-2.6: Resignation, Suspension or Removal of Trustee

🔑 NY: State Selected In Choice of Law Clause Governs Substantive Issues, Procedural Matters Governed by Forum State

NY: Guardian Cannot Amend Revocable Trust When Capacity Is Required for Amendment

New York: Lifetime Trust Is a Term of Art

New York: Resignation of Testamentary Trustee Requires Court Approval

🔑 New York: "Four" Power to Adjust Preconditions

🔑 Two Ways to Invest Trust Assets

🔑Trustee's Duty of Impartiality

New York: Estates, Powers and Trusts Law (EPTL) - Annotated

Recent News

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

NY SCPA 207: Lifetime Trusts; Jurisdiction and Venue

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

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