🔑 Log

September 11, 2024

• Published
  • ➡️ NY: Guardian Cannot Amend Revocable Trust When Capacity Is Required for Amendment
  • NY: New Notice of Petition and Petition in Summary Landlord & Tenant Proceedings
  • 🔑 NY SCPA 2508 Filing of Will of Decedent
  • 🔑 NY: What Does a Lawyer Do With a Testator's Will When the Executor Goes Silent?

September 10, 2024

• Published NY: Do Not Remove Staples From a Will
• Updated
  • New York TOD Deeds: No Ancillary Transfer Documents Required for Recording
  • 🔑 NY: Sample Staple Affidavit
  • ➡️ No Ancillary Transfer Documents Required for Recording

September 8, 2024

• Published
  • NY TOD Deed: Exclusively for Individuals
  • NY TOD Deed: Not for Coops
  • NY TOD Deed: Not for Out-of-State Real Property

September 7, 2024

• Published
  • 🔑 NY: Generally, a Will Cannot Change the Beneficiaries of a Life Insurance Policy
  • NY WebSurrogate: Protecting Privacy or Limiting Access?
  • 🔑 Sample Retainer Agreement for Nursing Home: Valuable Language for Collection and Guardianship Services

September 6, 2024

• Published
  • Keebler Highlights Harris Tax Proposals
  • New York County Supreme Court Grants Unsealing of Matrimonial Case File for Deceased Father’s Daughter
  • New York TOD Deeds: No Ancillary Transfer Documents Required for Recording
  • NY: Revoke or Amend Beneficiary Designations Through a Will
  • 🔑 NY: Sample Renunciation of Letters of Administration C.T.A. and Waiver of Process (SCAP 1418)
  • 🔑 NY: Sample Staple Affidavit
  • 🔑 Optimizing LinkedIn Embed Code In a Blog Post
  • 🔑 Real Property in Irrevocable Trust: Beneficiaries Don’t Own the Real Property
  • Upcoming CLE Webinar: Probate and Transfer on Death Deeds
• Glossary
  • Defined beneficiary form.
  • Updated definitions of devisee and distributee.

September 5, 2024

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

September 4, 2024

• Published
  • Driving the Estate: The Fiduciary’s Journey in Matter of Pugach
  • One Outline to Many Ebooks

September 3, 2024

• Published 🔑 Form: Petition to Search Safe Deposit Box

September 2, 2024

• Published:
  • Restarted and Shared the Outline
  • Google Alert: Quick Notice for My Automation Blog Post
• Glossary:
  • Updated the definition of Donor Advised Fund (DAF).

September 1, 2024

• Published Automation: Publishing Ebooks from Outlines and Blog Posts from Files

August 31, 2024

• Published 🔑 NY: A Will Is Not a Conveyance

August 30, 2024

• Published 🔑 NY: Grantee Should Not Notarize Deed
• Updated 🔑 NY: Turnover Proceeding Is Governed by SCPA 2104

August 28, 2024

• Updated 🔑 NY: Turnover Proceeding Is Governed by SCPA 2104

August 25, 2024

• Updated 🔑 NY: Turnover Proceeding Is Governed by SCPA 2104

August 23, 2024

• Updated 🔑 NY: Turnover Proceeding Is Governed by SCPA 2104

August 22, 2024

• Published
  • 🔑 NY: Turnover Proceeding Is Governed by SCPA 2104
  • 🔑 NY: Rules for Confession of Judgment Are in CPLR 3218

August 21, 2024

• Published
  • 🔑 The New York State Constitution Establishes the Jurisdiction of the Surrogate's Court
  • 🔑 SCPA 201 Provides the General Jurisdiction of the New York Surrogate's Court

August 18, 2024

• Published New York: Lifetime Trust Is a Term of Art

August 15, 2024

• Published 🔑 NY: Fiduciaries Have Responsibilities to Decedent's Creditors

August 12, 2024

• Published Specific Statutes v. Case-by-Case Flexibility

August 11, 2024

• Published
  • 🔑 NY: A Court Cannot Change "Clear and Definite" Words
  • 🔑 When "Clear and Definite," Testator's Intent Is Found In Words Used
• Updated 🔑 Medium by adding a friend link to my latest post on Medium, Open Links Other Than Anchor Links in New Tab. (A friend link allows Paid Subscribers of Wills, Trusts, Estates to read the articles for free.)

August 9, 2024

• Published 🔑 NY: Plain Meaning of Words Trump Canons of Construction

August 8, 2024

• Published 🔑 Visual Representation of Boolean Search Operators

August 5, 2024

• Published 🔑 Probate: Common Form v. Solemn Form

August 4, 2024

• Updated 🔑 NY: Standard for Deciding a Summary Judgment in a Probate Proceeding
• Made many style adjustments throughout the website.

August 3, 2024

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