Wills, Trusts, Estates: Blog

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🔑 Form: New York Order Directing Issuance of Preliminary Letters Testamentary

Apr 24, 2024

Donee's Basis and Gain or Loss Calculator

Mar 22, 2024

🔑Trustee's Duty of Impartiality

Mar 10, 2024

Form: Updated NY Property Condition Disclosure Statement (Revised Jan. 2024)

Mar 07, 2024

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

Mar 07, 2024

🔑Standard for a Contested Accounting Proceeding in New York

Mar 05, 2024

🔑 Uniform Trust Code (UTC) - Excerpts and Notes

Jan 17, 2024

New York Now Allows for Remote Witnessing of Health Care Proxies

Jan 04, 2024

🔑 Restatement of Property § 366: Revocation of Appointments

Dec 20, 2023

🔑 Sample Clause: Lifetime General Power of Appointment

Dec 20, 2023

🔑 NY EPTL 10-9.1 Revocability of a power of appointment

Dec 20, 2023

🔑 Prior New York Law: Real Property Law § 144 - Revocability of Powers of Appointment

Dec 19, 2023

Structure of the Internal Revenue Code

Nov 18, 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

Nov 15, 2023

IRS Published Inflation-Adjusted Tax Numbers for 2024

Nov 10, 2023

IRS Released Standard Deduction Amounts for 2024

Nov 10, 2023

IRS Announces Higher Retirement Contribution Limits for 2024

Nov 10, 2023

IRS Published Inflation-Adjusted Tax Rates for 2024

Nov 10, 2023

New WTE Milestone: 700 Clicks from Google Search in 28 Days

Nov 10, 2023

Lawline Has a New AI Learning Assistant

Nov 10, 2023

Exclusion for Gifts to Non-Citizen Spouse Will Increase to $185,000 in 2024

Nov 10, 2023

Annual Gift Tax Exclusion Will Increase to $18,000 to Any Person in 2024

Nov 10, 2023

IRS Announces Higher Federal Estate Tax Exemption for 2024: $13,610,000

Nov 10, 2023

Resources on Voting Trusts

Nov 08, 2023

Lawline is Providing a Free CLE: Avoiding Anti-Semitism in the Legal Profession

Nov 07, 2023

Yes, an Agent of a New York Power of Attorney Can Resign

Nov 06, 2023

🔑 Sample Affidavit of Comparison in New York Probate

Nov 05, 2023

New York County Surrogate's Court Records Will Be Available on WebSurrogate Starting 11/6/2023

Nov 03, 2023

🔑 Sample New York Receipt & Release Agreement for Charitable Corporation

Nov 01, 2023

Deciphering the Confusion: Understanding New York's Two New Rules on Affirmations

Oct 30, 2023

New York Allows Health Care Professionals to Make Affirmations in Civil Actions, Starting 10/25/2023

Oct 28, 2023

New York Removes Restrictions on Making Affirmations in Civil Actions, Starting 1/1/2024

Oct 27, 2023

WTE Milestone: 500 Clicks from Google Search in 28 Days

Oct 21, 2023

Transfer on Death Deed in New York? The Proposal Needs Better Statutory Language

Oct 18, 2023

🔑 Entire Estate Going to Charity: Can Charity Be Executor Under New York Law?

Oct 18, 2023

Reducing Taxes: "seems as natural as breathing"

Oct 17, 2023

Black Letter Law Has Many White Spaces: The Myth of Simple Legal Rules

Oct 16, 2023

🔑 Why Does the Law Often Treat Real Estate and Personalty Differently?

Oct 15, 2023

Estate of Confusion in New York: Idea & Topics

Oct 14, 2023

NYC Restriction on Short-Term Rentals Goes Into Effect

Oct 13, 2023

Social Security Benefits Will Increase by 3.2% in 2024

Oct 13, 2023

🔑 Tax Accounting Periods: Decedent's Estate v. Testamentary Trusts

Oct 12, 2023

🔑 Understanding Estate Administration: Taxpayer IDs and Income Reporting After a Death

Oct 11, 2023

🔑 Differences Between Testamentary Trusts and Inter Vivos Trusts in New York

Oct 10, 2023

🔑 What Is the Date for a Testamentary Trust Under New York Law?

Oct 09, 2023

Does a Process Server Have to Testify at an Inquest in NYC Housing Court?

Oct 08, 2023

Proposed New York LLC Transparency Act Is Unnecessary and Dangerous

Oct 07, 2023

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

Oct 06, 2023

New York: Revocable Trusts are Not Subject to the Family Allowance

Oct 05, 2023

Massachusetts Raises Estate Tax Exemption to $2 Million

Oct 04, 2023

New York: Revocable Trusts are Subject to a Surviving Spouse's Right of Election

Oct 04, 2023

Explained: Why New York Legislative Sessions are Two Years Long

Sep 30, 2023

New York: Residential Leases Must Now Have a Flood Disclosure

Sep 29, 2023

Three Recent Changes to New York's Property Condition Disclosure Statement

Sep 28, 2023

New York Community Medicaid Lookback Delayed: Implementation Not Expected Until 2025

Sep 27, 2023

Two Noteworthy Charts from Trump's Fraud Case

Sep 27, 2023

Sample Attorney Retainer: Steve Bannon's Retainer with Davidoff Hutcher & Citron LLP

Sep 23, 2023

Using Unsworn Affirmations Instead of Affidavits in New York Legal Practice

Sep 22, 2023

🔑 Sample Clause: Charging for Waiting and Travel Time in an Attorney Retainer Agreement

Sep 20, 2023

Why T&E Lawyers Also Draft Prenups

Sep 19, 2023

The IRS Status Page: What It Shows You and How It Can Help You

Sep 18, 2023

What Is the Art of Estate Planning and Will Drafting?

Sep 17, 2023

When Is the Legislative Session in New York?

Sep 16, 2023

🔑 Sample IRC 199A Rental Real Estate Safe Harbor Statement

Sep 15, 2023

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

Sep 14, 2023

🔑 How to Discontinue a New York Holdover Against John Doe & Jane Doe

Sep 13, 2023

Two Reasons NYC Real Estate Prices Have Remained Relatively Steady Despite Skyrocketing Mortgage Interest Rates

Sep 12, 2023

Be Careful: NYC HPD Allows Walk-Ins Only on Some Days

Sep 11, 2023

Piano in a Decent's Estate: More of a Liability than an Asset

Sep 10, 2023

Who Should Contribute to a Roth Account?

Sep 09, 2023

Resources on Metaverse and Web3 Taxes

Sep 08, 2023

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

Sep 07, 2023

Free Money: Why Keeping a Low-Interest Mortgage May Be a Smart Financial Move

Aug 28, 2023

IRS Is Targeting Millionaires

Aug 14, 2023

Traditional IRA v. Roth IRA

Aug 12, 2023

🔑 Medium

Aug 09, 2023

4 Ways You Can Prepare for a Falling Stock Market

Aug 09, 2023

Net Sales v. Profit

Aug 07, 2023

Update on Searching New York County Surrogate's Court Records

Aug 04, 2023

How Does Inflation Impact Your Money?

Aug 04, 2023

After-Discovered Property May Require a New Notice of Probate in New York

Aug 03, 2023

Filing v. Recording Documents in New York Surrogate's Court

Aug 02, 2023

How Much Should You Save In Your Emergency Fund?

Aug 01, 2023

🔑 Sample Affirmation of Comparison in New York Probate

Aug 01, 2023

Elon Musk Kills Twitter, Rebrands It As "X"

Jul 31, 2023

🔑 Sample New York Probate Petition

Jul 30, 2023

New York: Preliminary Executor Has No Statutory Authority to Sell Specific Devise

Jul 29, 2023

Social Security Will Be Insolvent In 10 Years, One Year Earlier Than Previously Reported

Jul 29, 2023

🔑 Sample Application for Preliminary Letters Testamentary in New York

Jul 28, 2023

Your Power of Attorney Means Nothing to the Social Security Administration

Jul 28, 2023

🔑 NY Notice of Probate with Affidavit of Service: Law and Sample

Jul 27, 2023

🔑 NY Surrogate's Court Rules Require Use of "Standard Typeface" - Attorney Certification

Jul 26, 2023

Judicial Districts in New York

Jul 25, 2023

🔑 Sample New York Affidavit of Attesting Witnesses (After Death) When Will Is Undated

Jul 25, 2023

🔑 New York: No Requirement that a Will Must Be Dated to Be Duly Executed

Jul 24, 2023

New York Taxes Income in ING Trusts

Jul 24, 2023

California Adopts Uniform Fiduciary Income and Principal Act

Jul 23, 2023

In Notice 2023-54, IRS Extends Effective Date to "no earlier than 2024" for Final RMD Regulations

Jul 22, 2023

Administering a Decedent's Estate in Virginia

Jul 21, 2023

🔑 Sample Stipulation of Settlement in New York Holdover Proceeding for Market Apartment

Jul 20, 2023

IRS Imagines an Improved Online Experience for Taxpayers

Jul 20, 2023

Resources on Rev. Rul. 2023-2

Jul 19, 2023

Where Is a Will Likely to Be Found?

Jul 19, 2023

IRS Releases Notice 2023-54: Transition Relief and Guidance Relating to Certain Required Minimum Distributions

Jul 18, 2023

🔑 NYC Housing Maintenance Code Chart

Jul 10, 2023

🔑 New York Will Eventually Adopt Its Own Trust Code, Not the Uniform Trust Code

Jul 04, 2023

How to Stay on Top of New York Legislative Bills Affecting Wills, Trusts, Estates, and Related Areas

Jul 01, 2023

In New York, Trusts Are Irrevocable By Default

Jun 28, 2023

David Goldfarb on Effecting Legislative Change in New York

Feb 09, 2023

Good News: Gov. Hochul Vetoed NY Power of Attorney Bill Requiring Notice to Co-Trustee or Co-Beneficiary

Dec 17, 2022

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

Nov 29, 2022

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

Nov 04, 2022

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 #6: Complimentary Webinars, Charts, Community

Jun 02, 2022

WTE Morning 3 #5: Meetings and Superpowers

Jun 01, 2022

WTE Morning 3 #4: Stats for this Site

May 31, 2022

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

May 29, 2022

WTE Morning 3 #1: Inspiration & Updates

May 28, 2022

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

May 17, 2022

Complimentary Webinar: 27th Annual Elder Law Forum, Covering New York Medicaid Updates

May 17, 2022

Complimentary Webinar on Proposed Clawback Regulations Hosted by InterActive Legal

May 16, 2022

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

Apr 29, 2022

Why We Need Independent Publishers

Apr 13, 2022

Biden Proposes Billionaire Minimum Income Tax in 2023 Budget, But It's a Gimmick

Apr 12, 2022

What Is the President's Budget?

Apr 11, 2022

Pres. Biden's Approval Decreases as Cost of Living Increases

Apr 10, 2022

What is a Death-Put Feature of a Certificate of Deposit?

Apr 03, 2022

What Is a Callable Certificate of Deposit?

Apr 02, 2022

Biden Administration Proposes to Limit GRATs

Apr 01, 2022

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

Mar 31, 2022

Confirmation: Start Date for New York Community Medicaid Lookback is On Hold

Mar 30, 2022

Chaos in Confirming Start Date for New York Community Medicaid Lookback

Mar 30, 2022

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

Mar 25, 2022

Survey Shows Taxes Encourage Migration from New York

Mar 14, 2022

Trend: States Are Cutting Taxes

Mar 13, 2022

Where Is Your 2020 Federal Income Tax Refund?

Mar 12, 2022

Tax Deadlines for 2021 Tax Returns

Mar 12, 2022

In New York, Felons Can Now Be Fiduciaries

Mar 11, 2022

Finding Joy In Writing About Tax Law

Mar 05, 2022

IRS Releases Proposed Regulations for SECURE Act

Feb 24, 2022

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

Feb 19, 2022

Article Discusses Texas Wills Issues (and More Footnotes!)

Feb 18, 2022

The Best and Worst States in Which You Can Retire in 2022

Feb 17, 2022

Flashback: Congress Considered Capital Gains Tax on Death in 1969

Feb 15, 2022

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

Feb 14, 2022

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

Feb 12, 2022

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

Feb 11, 2022

When to Update Your Estate Plan

Feb 11, 2022

Peak Trust Company is Expanding to Delaware

Feb 09, 2022