Wills, Trusts, Estates

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New York

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

Jun 09, 2022

The new law would literally be a breaking development as it is unworkable.

Estate Administration

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

May 17, 2022

NY County Surrogate's Court

Miscellaneous Department of the NY County Surrogate's Court Prohibits E-Filing

Apr 29, 2022

Latest News

Elder Law

Complimentary Forum for Seniors on 12/1/2022 at Restoration Plaza, Brooklyn, NY

Nov 29, 2022

New York

New York Imposes New CLE Requirement for Lawyers: Cybersecurity, Privacy and Data Protection

Nov 04, 2022

New York

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

Jun 09, 2022

WTE Morning 3

WTE Morning 3 #6: Complimentary Webinars, Charts, Community

Jun 02, 2022

WTE Morning 3

WTE Morning 3 #5: Meetings and Superpowers

Jun 01, 2022

WTE Morning 3

WTE Morning 3 #4: Stats for this Site

May 31, 2022

Wills

May 18, 2022

Why a Confirmatory Deed Is Superior to an Executor's Deed for Specifically Devised Property in a Solvent Estate

Thoughts based on rules in New York.

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

May 17, 2022

Article Discusses Texas Wills Issues (and More Footnotes!)

Article Discusses Texas Wills Issues (and More Footnotes!)

Feb 18, 2022

Share the Location of Your Will, or It Will Be Worthless

Share the Location of Your Will, or It Will Be Worthless

Feb 13, 2022

"I Love You" Will Might Not Show Love to Surviving Spouse

"I Love You" Will Might Not Show Love to Surviving Spouse

Feb 12, 2022

Trusts

Jun 09, 2022

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

The new law would literally be a breaking development as it is unworkable.

Tax Deadlines for 2021 Tax Returns

Tax Deadlines for 2021 Tax Returns

Mar 12, 2022

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

Feb 14, 2022 — Premium

🔑 Even Under Common-Law Rule Against Perpetuities, Trusts Can Last for Over a Century

🔑 Even Under Common-Law Rule Against Perpetuities, Trusts Can Last for Over a Century

Feb 11, 2022 — Premium

Peak Trust Company is Expanding to Delaware

Peak Trust Company is Expanding to Delaware

Feb 09, 2022

Estates

May 18, 2022

Why a Confirmatory Deed Is Superior to an Executor's Deed for Specifically Devised Property in a Solvent Estate

Thoughts based on rules in New York.

May 17, 2022

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

NY lawyers don't have to rely on an executor's deed for a specific devise. There is a better tool!

Miscellaneous Department of the NY County Surrogate's Court Prohibits E-Filing

Miscellaneous Department of the NY County Surrogate's Court Prohibits E-Filing

Apr 29, 2022

Matters Handled by the Miscellaneous Department of the NY County Surrogate's Court

Matters Handled by the Miscellaneous Department of the NY County Surrogate's Court

Mar 31, 2022

Fiduciaries

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

Jun 09, 2022

Why a Confirmatory Deed Is Superior to an Executor's Deed for Specifically Devised Property in a Solvent Estate

Why a Confirmatory Deed Is Superior to an Executor's Deed for Specifically Devised Property in a Solvent Estate

May 18, 2022

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

May 17, 2022

U.S. Department of Labor Cautions 401(k) Plan Fiduciaries Against Adding Cryptocurrency

U.S. Department of Labor Cautions 401(k) Plan Fiduciaries Against Adding Cryptocurrency

Mar 25, 2022

Tax Deadlines for 2021 Tax Returns

Tax Deadlines for 2021 Tax Returns

Mar 12, 2022

Retirement

WTE Morning 3 #3: Memorial Day, IRAs, Complimentary Webinar on Tax Automation

May 30, 2022

WTE Morning 3 #2: SECURE Act 2.0 and Other Retirement News Nuggets

WTE Morning 3 #2: SECURE Act 2.0 and Other Retirement News Nuggets

May 29, 2022

U.S. Department of Labor Cautions 401(k) Plan Fiduciaries Against Adding Cryptocurrency

U.S. Department of Labor Cautions 401(k) Plan Fiduciaries Against Adding Cryptocurrency

Mar 25, 2022

IRS Releases Proposed Regulations for SECURE Act

IRS Releases Proposed Regulations for SECURE Act

Feb 24, 2022

Saving for Retirement is Important: It Can Make You a Millionaire

Saving for Retirement is Important: It Can Make You a Millionaire

Feb 19, 2022

Basis Step-Up

Flashback: Congress Considered Capital Gains Tax on Death in 1969

Feb 15, 2022

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

Feb 14, 2022 — Premium

Estate Planning

Feb 13, 2022

Share the Location of Your Will, or It Will Be Worthless

If you are safekeeping your will, then you must tell someone where it can be found.

Feb 12, 2022

"I Love You" Will Might Not Show Love to Surviving Spouse

While an "I love you" will is appealing because of its simplicity, it has downsides.

Feb 11, 2022

When to Update Your Estate Plan

At least every five years and after circumstances change.

🔑 Premium Content

🔑NY L&T: Stipulation Can Convert Nonpayment Proceeding Into Holdover Proceeding

Nov 21, 2022

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

Feb 14, 2022

🔑 Even Under Common-Law Rule Against Perpetuities, Trusts Can Last for Over a Century

Feb 11, 2022