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NY 2025 A08549-A
Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

  Jun 12, 2025

NY 2025 A08549-A
Love, Lies, and Bank Forms: What NY’s Banking Bill Means for Unmarried Couples

  Jun 11, 2025

Power of Attorney
The Toothless POA Law: Why Banks Still Reject Valid Statutory Powers of Attorney in New York

  May 24, 2025

Estate Administration
🔑 NY: Sample Petition to Compel the Production and Filing of a Will

  May 21, 2025   —  Premium

Wills: Execution
🔑 Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)

  May 18, 2025   —  Premium

Forms
🔑 Sample NY Forms: Applications to Dispense with Testimony of Attesting Witnesses

  May 04, 2025   —  Premium

Probate
🔑 NY: When the Court May Dispense with Witness Testimony for Probate

  May 02, 2025   —  Premium

Handwriting Affidavit
🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

  May 02, 2025   —  Premium

Wills
🔑 NY: Sample Petition to Compel the Production and Filing of a Will

  May 21, 2025   —  Premium

🔑 Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)
🔑 Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)

  May 18, 2025   —  Premium

🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings
🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

  May 02, 2025   —  Premium

Proving a Will Without a Self-Proving Affidavit in NY: Lessons from Matter of Lobuono
Proving a Will Without a Self-Proving Affidavit in NY: Lessons from Matter of Lobuono

  May 01, 2025

NY: When Executors Have No Authority Over Real Estate – Lessons from In re Purdy

  Feb 16, 2025

Trusts

IRC § 678: When a Non-Grantor Is Treated as the Trust Owner

  Feb 23, 2025

IRC § 672: Definitions and Rules

  Feb 23, 2025

Why Would a Trust Company Obtain a National Charter Instead of a State Charter?

  Jan 27, 2025

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

  Nov 01, 2024   —  Premium

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

  Nov 01, 2024   —  Premium

Estates
Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

  Jun 12, 2025

🔑 NY: Sample Petition to Compel the Production and Filing of a Will
🔑 NY: Sample Petition to Compel the Production and Filing of a Will

  May 21, 2025   —  Premium

🔑 Sample NY Forms: Applications to Dispense with Testimony of Attesting Witnesses
🔑 Sample NY Forms: Applications to Dispense with Testimony of Attesting Witnesses

  May 04, 2025   —  Premium

🔑 NY: When the Court May Dispense with Witness Testimony for Probate
🔑 NY: When the Court May Dispense with Witness Testimony for Probate

  May 02, 2025   —  Premium

Proving a Will Without a Self-Proving Affidavit in NY: Lessons from Matter of Lobuono
Proving a Will Without a Self-Proving Affidavit in NY: Lessons from Matter of Lobuono

  May 01, 2025

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Recent News
Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People
Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

  Jun 12, 2025

Love, Lies, and Bank Forms: What NY’s Banking Bill Means for Unmarried Couples
Love, Lies, and Bank Forms: What NY’s Banking Bill Means for Unmarried Couples

  Jun 11, 2025

After Pocket: What Survives When Our Apps Die
After Pocket: What Survives When Our Apps Die

  May 26, 2025

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