Wills, Trusts, Estates: Blog

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

May 21, 2025

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

May 18, 2025

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

May 04, 2025

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

May 02, 2025

🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

May 02, 2025

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

May 01, 2025

🔑 Guardianship Termination in New York: A Step Toward Independence

May 01, 2025

🔑 Resolving Heirs Property Disputes in NY – A Case Study of Estate of Donato v. Estate of Donato

May 01, 2025

🔑 Irrevocable Trusts and the Right of Election in New York

May 01, 2025

🔑 Insights from Matter of Pusatere v. Estate of Pusatere: Constructive Trusts and Estate Claims in NY

May 01, 2025

🔑 Navigating Estate Disputes in NY: Lessons from Matter of Beebe Estate

May 01, 2025

Understanding the Joint Committee on Taxation Revenue Estimating Process

Apr 29, 2025

Peter S. Gordon Named President of ACTEC for 2025–2026

Apr 28, 2025

How Financial Advisors Can Turn Website Visitors Into Clients With AIDA

Apr 28, 2025

Understanding the “Law of the Case” Doctrine

Apr 27, 2025

Leveraging Otter.ai in Legal Practice

Apr 25, 2025

Improved Readability with a CSS Tweak to the Table of Contents

Apr 17, 2025

NY Proposal Tries to Make Clawback Tax Deductible—But Will the IRS Agree?

Apr 15, 2025

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

Apr 09, 2025

NY Budget Proposal Makes Clawback Tax Permanent, Pushes for Deductibility, and Ends Apportionment for Gifts

Apr 02, 2025

Business Council’s Testimony Helped Shape Proposed NYTL § 954(a)(3) Amendment

Mar 31, 2025

🔑 Redacting Done Right: Lessons from a Surprising Mistake

Mar 28, 2025

🔑 NYC's Mandatory Composting Law Turns Landlords into Waste Enforcers

Mar 26, 2025

🔑 Sample Hourly Retainer Agreement for Probate of a New York Estate

Mar 25, 2025

🔑 NY: Sample Kinship Affidavit for Non-Marital Children of a Male Decedent

Mar 25, 2025

🔑 NY: Sample Retainer for Administration of a Testamentary Trust

Mar 20, 2025

How to Access NYSBA Communities While the Site is Down

Mar 19, 2025

Estate Planning Roundtable: Complex Trusts, Cross-Border Estates, and More

Mar 15, 2025

🔑 Explanation of New York EPTL § 6-5.2: Power of Appointment Not to Prevent Vesting

Mar 14, 2025

🔑 NY: Resolving Disputes Between Co-Executors Over a Claim

Mar 13, 2025

🔑 Sample Probate Decree - New York County Surrogates Court

Mar 12, 2025

🔑 NY: Sample Clause Treating LLC Membership Assignment as a Dissolution Event

Mar 03, 2025

🔑 NY LLCL § 603: What an LLC Assignee Gets—And What They Don’t

Mar 03, 2025

NY: Membership Interest in an LLC Is Personal Property

Mar 03, 2025

🔑 How an LLC Assignee Becomes a Member Under NY Law

Mar 03, 2025

🔑 NY: What Happens When an LLC Member Dies or Becomes Incompetent?

Mar 03, 2025

🔑 NY Form: Simple LLC Operating Agreement for One Member

Mar 03, 2025

NY: Challenging Adverse Possession in Estate Administration—Lessons from Matter of Elliott

Mar 03, 2025

🔑 NY Form: Annotated Medicaid Asset Protection Trust

Mar 02, 2025

🔑 NY Clause: Residence Provisions in Medicaid Asset Protection Trust

Mar 02, 2025

🔑 NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

Mar 02, 2025

🔑 When Should a Supplemental Needs Trust Allow Basic Needs Distributions? Understanding EPTL 7-1.12

Feb 28, 2025

Understanding EPTL 7-1.12: Third-Party and Self-Settled Supplemental Needs Trusts in New York

Feb 27, 2025

NY: How SNT Distributions Affect Government Benefit Eligibility

Feb 27, 2025

EPTL 7-1.12: Supplemental Needs Trusts in New York

Feb 27, 2025

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

Feb 23, 2025

IRC § 672: Definitions and Rules

Feb 23, 2025

Virginia Clarifies Power of Attorney Authority Over TOD Deeds in 2024

Feb 21, 2025

The Advocates Guide to the Medicaid Program: A Must-Have Resource

Feb 21, 2025

🔑 NY: Navigating Attorney General Requirements for Wholly Charitable Testamentary Trusts

Feb 21, 2025

Georgia Law on In Terrorem Clauses in Trusts

Feb 19, 2025

🔑 NY: In Terrorem Clauses Enforceable Whether or Not a Gift Over Exists

Feb 19, 2025

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

Feb 16, 2025

Federal Judge Blocks DOGE’s Access to Treasury Payment Systems with Temporary Restraining Order

Feb 08, 2025

🔑 LLC Management and MAPTs: Balancing Control and NY Medicaid Eligibility

Feb 07, 2025

DOGE Spelled Backward: Is “Elon God” a Coincidence or a Warning?

Feb 04, 2025

Unprecedented Access: Legal Challenges Arise Over Elon Musk's DOGE and Taxpayer Data

Feb 04, 2025

🔑 NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

Feb 03, 2025

The Flexibility of New York Surrogate’s Court Jurisdiction Under SCPA § 202

Feb 03, 2025

🔑 NY Supplemental Accounting Citation (Sample from Nassau County)

Feb 02, 2025

NY Probate Petition (from NY Courts)

Jan 31, 2025

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

Jan 27, 2025

NY EPTL 11-1.7: Limitation on Powers and Immunities of Executors and Trustees

Dec 29, 2024

🔑 NY Duty of Impartiality: TELS Recommendations on Proposed Section 7-A-8.3

Dec 23, 2024

🔑 NY EPTL 11-2.3(b)(5) Adjustments Must Be Reflected in Accounting

Dec 22, 2024

NY EPTL 11-2.3(b)(5): Nomenclature

Dec 22, 2024

NY Prudent Investor Standard Authorizes the Power to Adjust - EPTL 11-2.3(b)(5)(A)

Dec 22, 2024

NY: Probate Discovery Limits Upheld in Matter of Landau

Dec 15, 2024

🔑 NY: Discovery Time Limit In Probate Proceedings

Dec 14, 2024

Decoding Handwritten Legal Decisions with ChatGPT: A Case Study

Dec 09, 2024

🔑 NY: Res Judicata and Collateral Estoppel Defenses Must Be Pleaded, Not Raised on Appeal

Nov 10, 2024

NY SCPA 207: Lifetime Trusts; Jurisdiction and Venue

Nov 07, 2024

NY EPTL 5-1.4: Revocatory Effect of Divorce, Annulment, and Separation on Estate Plans

Nov 04, 2024

NY EPTL 3-4.4: Exception to Ademption for Property Transferred by Guardian

Nov 04, 2024

NY SCPA 711: Suspension, Modification or Revocation of Letters or Removal for Disqualification or Misconduct

Nov 01, 2024

NY SCPA 304: Contents of Petition

Nov 01, 2024

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

Nov 01, 2024

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

Nov 01, 2024

🔑 NY: Takers in Default of a Power of Appointment Have Standing in Accounting Proceeding

Nov 01, 2024

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in Accounting Proceeding

Nov 01, 2024

🔑 NY: Punitive Damages Demand Evidence of Extreme Misconduct

Nov 01, 2024

🔑 NY: Punitive Damages Require a Substantive Cause of Action

Nov 01, 2024

NY EPTL 11-1.1: Fiduciaries Powers

Oct 30, 2024

NY SCPA 1420: Proceeding for construction of will; effect of decree

Oct 30, 2024

🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

Oct 30, 2024

NY CPLR 3102: Method of Obtaining Disclosure

Oct 30, 2024

NY SCPA 1404: Witnesses to Be Examined; Proof Required

Oct 30, 2024

🔑 NY EPTL 3-3.5: Conditions Qualifying Dispositions; Conditions Against Contest; Limitations Thereon

Oct 29, 2024

NY EPTL 7-2.6: Resignation, Suspension or Removal of Trustee

Oct 28, 2024

NY CPLR Rule 3217: Voluntary Discontinuance

Oct 17, 2024

NY SCPA 2307: Commissions of Fiduciaries Other Than Trustees

Oct 14, 2024

NY CPLR Rule 3211: Motion to Dismiss

Oct 13, 2024

🔑 NY EPTL 2-1.7: Presumption of death from absence; effect of exposure to specific peril

Oct 11, 2024

NY Estate Tax: Why Clawed-Back Gifts Don’t Get a Basis Step-Up

Oct 10, 2024

NY Tax Law § 954: Residents New York Gross Estate

Oct 10, 2024

How AI Gives Me Confidence to Contribute to Professional Discussions

Oct 10, 2024

Why Executors in New York Should Be Cautious with Specifically Devised Property

Oct 09, 2024

🔑 NY: Affidavits Irrelevant in Motion to Dismiss Based on Complaint’s Sufficiency

Oct 03, 2024

RPL § 236-A Termination of Lease of a Deceased Tenant

Oct 03, 2024

Chart Shows Surviving Spouses Options for Inherited Retirement Accounts Under Secure 2.0

Sep 27, 2024

🔑 NY: When Confidential Relationship Exists, Burden Shifts to Beneficiary to Prove No Undue Influence

Sep 26, 2024

🔑 NY: Generally, Burden of Proving Undue Influence Lies with Party Asserting Its Existence

Sep 26, 2024

🔑 NY: Alzheimer’s Patients Not Presumed Incompetent; Incompetence Must Be Proven at Transaction Time

Sep 26, 2024

🔑 NY: Competence Is Presumed; Party Asserting Incapacity Must Prove It

Sep 26, 2024

🔑 NY: State Selected In Choice of Law Clause Governs Substantive Issues, Procedural Matters Governed by Forum State

Sep 26, 2024

🔑 NY Court of Appeals Upholds Connecticut’s Statute of Repose in Products Liability Case

Sep 26, 2024

🔑 NY Conflict of Laws: Statutes of Limitations are Procedural

Sep 25, 2024

🔑 NY Conflict of Laws: Forum State Determines Whether Question Is Procedural or Substantive

Sep 25, 2024

🔑 NY: Burden Shift in Summary Judgment Motions

Sep 25, 2024

🔑 NY: Summary Judgment Proponent Must Make Prima Facie Showing of Entitlement

Sep 25, 2024

🔑 NY: Title to Specifically Devised Real Property Vests Immediately at Death

Sep 23, 2024

Creating a NY Medicaid Asset Protection Trust (MAPT) with Appreciated Assets

Sep 21, 2024

The Primary Purpose of a NY Medicaid Asset Protection Trust (MAPT)

Sep 21, 2024

🔑 Computer Programs for Preparing Surrogates Court Accounting

Sep 19, 2024

🗓️ In-Person Event: Round Table on Nursing Home Problems & Solutions in Pittsford, NY

Sep 19, 2024

🔑 NY: Executor’s Adversarial Position in Construction Proceeding Bars Charging Legal Fees to Estate

Sep 18, 2024

🔑 NY: Construction Proceeding Does Not Violate In Terrorem Clause

Sep 18, 2024

🔑 NY: Stipulation With Incompetent Is Voidable Only By the Incompetent

Sep 17, 2024

🔑 NY Repudiation: Stipulations Can Be Set Aside When Other Party Refuses to Perform Obligations

Sep 16, 2024

🔑 NY: Prompt Action Required to Repudiate Stipulation Procured by Duress

Sep 15, 2024

🔑 NY: Stipulations Can Be Set Aside Because of Overreaching

Sep 15, 2024

🔑 NY: Stipulations Can Be Set Aside Because of Fraud

Sep 15, 2024

🔑 NY: Courts Favor Settlement Stipulations When Parties Have Legal Representation

Sep 14, 2024

🔑 NY: Court Can Grant Summary Judgment on Stipulation Interpretation When Parties’ Intent is Clear

Sep 14, 2024

🔑 NY: Fiduciaries Denied Summary Judgment for Use and Occupancy Fees Due to Lack of Proof and Uninhabitability Claims

Sep 14, 2024

🗓️ Join the T&E Think Tank: Meet the Chiefs 2024

Sep 14, 2024

Celebrating Professor Gerry Beyer: A Mentor from Afar

Sep 12, 2024

How to Find Your Home’s Historic District in New York: A Step-by-Step Guide

Sep 12, 2024

🗓️ Free Webinar for Caregivers: Planning for Long-Term Care Needs in New York

Sep 12, 2024

🗓️ Complimentary Webinar on Helping More People Navigate the Dementia Journey (InterActive Legal)

Sep 11, 2024

NY: New Notice of Petition and Petition in Summary Landlord & Tenant Proceedings

Sep 11, 2024

🔑 NY SCPA 2508 Filing of will of decedent

Sep 11, 2024

🔑 NY: What Does a Lawyer Do With a Testators Will When the Executor Goes Silent?

Sep 11, 2024

NY: Guardian Cannot Amend Revocable Trust When Capacity Is Required for Amendment

Sep 11, 2024

NY: Do Not Remove Staples From a Will

Sep 10, 2024

NY TOD Deed: Exclusively for Individuals

Sep 08, 2024

NY TOD Deed: Not for Out-of-State Real Property

Sep 08, 2024

NY TOD Deed: Not for Coops

Sep 08, 2024

NY WebSurrogate: Protecting Privacy or Limiting Access?

Sep 07, 2024

🔑 Sample Retainer Agreement for Nursing Home: Valuable Language for Collection and Guardianship Services

Sep 07, 2024

🔑 NY: Generally, a Will Cannot Change the Beneficiaries of a Life Insurance Policy

Sep 07, 2024

🔑 NY: Sample Renunciation of Letters of Administration C.T.A. and Waiver of Process (SCAP 1418)

Sep 06, 2024

🔑 NY: Sample Staple Affidavit

Sep 06, 2024

NY: Revoke or Amend Beneficiary Designations Through a Will

Sep 06, 2024

🔑 Optimizing LinkedIn Embed Code In a Blog Post

Sep 06, 2024

Upcoming CLE Webinar: Probate and Transfer on Death Deeds

Sep 06, 2024

Keebler Highlights Harris Tax Proposals

Sep 06, 2024

New York County Supreme Court Grants Unsealing of Matrimonial Case File for Deceased Father’s Daughter

Sep 06, 2024

New York TOD Deeds: No Ancillary Transfer Documents Required for Recording (Except in Erie County & Niagara County)

Sep 06, 2024

🔑 Real Property in Irrevocable Trust: Beneficiaries Don’t Own the Real Property

Sep 06, 2024

Today’s Events: Think Tank Session and Loper Bright Webinar

Sep 05, 2024

One Outline to Many Ebooks

Sep 04, 2024

Driving the Estate: The Fiduciary’s Journey in Matter of Pugach

Sep 04, 2024

🔑 NY Form: Petition to Search Safe Deposit Box

Sep 03, 2024

Google Alert: Quick Notice for My Automation Blog Post

Sep 02, 2024

Restarted and Shared the Outline

Sep 02, 2024

Automation: Publishing Ebooks from Outlines and Blog Posts from Files

Sep 01, 2024

🔑 NY: A Will Is Not a Conveyance

Aug 31, 2024

🔑 NY: Donee Should Not Notarize Deed

Aug 30, 2024

🔑 NY: Rules for Confession of Judgment Are in CPLR 3218

Aug 22, 2024

🔑 NY: Turnover Proceeding Is Governed by SCPA 2104

Aug 22, 2024

🔑 SCPA 201 Provides the General Jurisdiction of the New York Surrogate's Court

Aug 21, 2024

🔑 The New York State Constitution Establishes the Jurisdiction of the Surrogate's Court

Aug 21, 2024

New York: Lifetime Trust Is a Term of Art

Aug 18, 2024

🔑 NY: Fiduciaries Have Responsibilities to Decedent's Creditors

Aug 15, 2024

Specific Statutes v. Case-by-Case Flexibility

Aug 12, 2024

🔑 When "Clear and Definite," Testator's Intent Is Found In Words Used

Aug 11, 2024

🔑 NY: A Court Cannot Change "Clear and Definite" Words

Aug 11, 2024

🔑 NY: Plain Meaning of Words Trump Canons of Construction

Aug 09, 2024

🔑 Visual Representation of Boolean Search Operators

Aug 08, 2024

🔑 Probate: Common Form v. Solemn Form

Aug 05, 2024

🔑 NY: Standard for Deciding a Summary Judgment in a Probate Proceeding

Aug 03, 2024

Welcome to ZineHS

Jul 31, 2024

New York: Resignation of Testamentary Trustee Requires Court Approval

Jun 15, 2024

🔑 Trustees’ Power to Adjust: Three Approaches to Selling Assets for Income Distribution

Jun 05, 2024

🔑 New York: Power to Adjust Prohibitions

Jun 01, 2024

🔑 New York: "Four" Power to Adjust Preconditions

May 31, 2024

🔑 Two Ways to Invest Trust Assets

May 29, 2024

🔑 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

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Trend: States Are Cutting Taxes

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In New York, Felons Can Now Be Fiduciaries

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Finding Joy In Writing About Tax Law

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IRS Releases Proposed Regulations for SECURE Act

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

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Article Discusses Texas Wills Issues (and More Footnotes!)

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

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Flashback: Congress Considered Capital Gains Tax on Death in 1969

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

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

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Peak Trust Company is Expanding to Delaware

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