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Trusts

35 posts

May 29, 2024

🔑 Two Ways to Invest Trust Assets

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

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Mar 10, 2024

🔑Trustee's Duty of Impartiality

🚧 Under Construction...

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NY EPTL

Mar 07, 2024

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

🚧 Under Construction...

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Mar 05, 2024

🔑Standard for a Contested Accounting Proceeding in New York

This post gives the standard for a contested accounting proceeding in New York...

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Trusts

Jan 17, 2024

🔑 Uniform Trust Code (UTC) - Excerpts and Notes

🚧 Under Construction...

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Tax

Nov 15, 2023

An Unexpected Meaning of Bequest in Black's Law Dictionary Sheds New Light on the IRS's No-Basis Adjustment Ruling for Irrevocable Trusts

In a surprising twist, the dictionary the IRS relies on as an authority for Rev. Rul. 2023-2 allows taxpayers to reach a different conclusion....

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Oct 11, 2023

🔑 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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Trust: Testamentary

Oct 09, 2023

🔑 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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Trusts: Revocable

Oct 06, 2023

Why You Need to Ensure Your New York Revocable Trust Has Title to Your Assets

In New York, for a revocable trust to work, title to assets must...

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Real Estate

Sep 27, 2023

Two Noteworthy Charts from Trump's Fraud Case

Yesterday, New York Supreme Court Justice Arthur Engoron ruled (NYSEF Doc. No. 1531)...

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Power of Attorney

Sep 14, 2023

What Does It Mean When a Power of Attorney is "Durable"?

"Durable" is just one word (an adjective), but it explains why powers of attorney are so powerful and why they are an essential tool in every estate plan....

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Sep 07, 2023

🔑 Analysis of a Limited Power of Appointment Clause in a Medicaid Asset Protection Trust: What You Need to Know About Exercising the Power

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