, November 21, 2024
Mar 05, 2024
This post gives the standard for a contested accounting proceeding in New York...
Nov 15, 2023
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....
Oct 11, 2023
In estate administration, after someone dies, there are different taxpayers, with different tax...
Oct 09, 2023
There is no one date for a testamentary trust under New York law....
Sep 27, 2023
Yesterday, New York Supreme Court Justice Arthur Engoron ruled (NYSEF Doc. No. 1531)...
Sep 14, 2023
"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....
Jul 24, 2023
ING trusts do not avoid New York's income tax since NY decouples from federal law and treats an ING as a grantor trust....
Jul 04, 2023
Several states have adopted the Uniform Trust Code (UTC), but not New York....
Jun 30, 2023
π‘Below is a list of legislation that is introduced in the New York...
Jun 28, 2023
A trust does not have to say it is irrevocable....