Hani Sarji

Jan 30, 2026

22 NYCRR 207.20: Inventory of Assets

22 NYCRR Section 207.20 governs the Inventory of Assets that must be...

Jan 28, 2026

🔑 NY SCPA 2102(1): Beneficiary Standing Is Not Defeated by Corporate Form

SCPA 2102(1) limits relief to petitioners with standing—those who qualify as...

Jan 28, 2026

🔑 NY: Courts Will Not Direct When a Fiduciary Must Sell an Asset

Beneficiaries often assume that if a will directs a fiduciary to sell an...

Jan 23, 2026

Intellectual Property as Intangible Personal Property

For estate planning and administration purposes, intellectual property is treated as a form...

Jan 23, 2026

Intellectual Property Is Not the Physical Object

A recurring source of confusion in estate planning and administration is the assumption...

Jan 23, 2026

Core Categories of Intellectual Property in Estate Planning

In estate planning and administration, the term "intellectual property" refers to...

Jan 21, 2026

NY CPLR § 3103: Protective Orders

CPLR § 3103 is the primary mechanism in New York civil practice for regulating...

Jan 21, 2026

🔑 Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

This rule governs access to records created during fiduciary administration, even when a...

Jan 21, 2026

🔑 Decedent-Owned Records Are Not Fiduciary Property (Rule + Authority) (New York)

This rule governs who owns records that belonged to a decedent after death,...

Jan 20, 2026

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary’s Counsel)

SCPA 2102(1) requires a written request for information before a proceeding may...

Jan 20, 2026

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

SCPA 2102(1) requires a written request for information before a proceeding may...

Jan 20, 2026

🔑 NY SCPA 2102(1): Petition Contents and Form of Process

After a fiduciary has failed to provide information following a written request under...

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565 posts

22 NYCRR 207.20: Inventory of Assets

🔑 NY SCPA 2102(1): Beneficiary Standing Is Not Defeated by Corporate Form

🔑 NY: Courts Will Not Direct When a Fiduciary Must Sell an Asset

Intellectual Property as Intangible Personal Property

Intellectual Property Is Not the Physical Object

Core Categories of Intellectual Property in Estate Planning

NY CPLR § 3103: Protective Orders

🔑 Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

🔑 Decedent-Owned Records Are Not Fiduciary Property (Rule + Authority) (New York)

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary’s Counsel)

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

🔑 NY SCPA 2102(1): Petition Contents and Form of Process

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