Wills, Trusts, Estates: Blog

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Latest News

The S&P 500 Isn’t as Diversified as It Looks

Nov 25, 2025

What To Do When Markets Look Frothy

Nov 23, 2025

🔑 Legal Context Matters for Business Valuation

Nov 20, 2025 — Premium

IRS Announces 2026 Cost-of-Living Adjustments for Retirement Plans and IRAs

Nov 19, 2025

🔑 NY: Escheat Is Possible, Even When Decedent Dies Testate

Nov 19, 2025 — Premium

🔑 Sample Swap Power Clause (IRC § 675(4)(C) Compliant)

Nov 17, 2025 — Premium

Where Is the "Swap Power" Found in the Internal Revenue Code?

Nov 17, 2025

🔑 NY POA Without Gifting Authority in Modifications: Can Agent Fund Incapacitated Principals Trust?

Nov 15, 2025 — Premium

Wills

🔑 NY: Escheat Is Possible, Even When Decedent Dies Testate

Nov 19, 2025 — Premium

🔑 CPLR § 4519 Personal transaction or communication between witness and decedent or person with a mental illness—Annotated

Nov 10, 2025 — Premium

🔑 Sample Clause to Disinherit a Distributee in a NY Will

Nov 09, 2025 — Premium

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

May 21, 2025 — Premium

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

May 18, 2025 — Premium

Trusts

🔑 The Evolution of the Prudent Investor Standard in New York: A Historical Perspective

Jul 13, 2025 — Premium

IRC § 678 Person other than grantor treated as substantial owner

Feb 23, 2025

IRC § 672 Definitions and rules

Feb 23, 2025

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

Jan 27, 2025

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

Nov 01, 2024 — Premium

Estates

Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

Jun 12, 2025

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

May 21, 2025 — Premium

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

May 04, 2025 — Premium

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

May 02, 2025 — Premium

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

May 01, 2025

0 results found in this keyword

0 results found in this keyword

Latest News

The S&P 500 Isn’t as Diversified as It Looks

What To Do When Markets Look Frothy

🔑 Legal Context Matters for Business Valuation

IRS Announces 2026 Cost-of-Living Adjustments for Retirement Plans and IRAs

🔑 NY: Escheat Is Possible, Even When Decedent Dies Testate

🔑 Sample Swap Power Clause (IRC § 675(4)(C) Compliant)

Where Is the "Swap Power" Found in the Internal Revenue Code?

🔑 NY POA Without Gifting Authority in Modifications: Can Agent Fund Incapacitated Principals Trust?

Wills

🔑 NY: Escheat Is Possible, Even When Decedent Dies Testate

🔑 CPLR § 4519 Personal transaction or communication between witness and decedent or person with a mental illness—Annotated

🔑 Sample Clause to Disinherit a Distributee in a NY Will

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

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

Trusts

🔑 The Evolution of the Prudent Investor Standard in New York: A Historical Perspective

IRC § 678 Person other than grantor treated as substantial owner

IRC § 672 Definitions and rules

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

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

Estates

Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

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

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

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

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

Recent News

The S&P 500 Isn’t as Diversified as It Looks

What To Do When Markets Look Frothy

🔑 Legal Context Matters for Business Valuation

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