0 results found in this keyword

  May 21, 2025

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

When dealing with estate matters, there may be situations where a will is...

Read More

  May 02, 2025

🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

Probate proceedings can involve unexpected complications, especially when key individuals are deceased or...

Read More

  May 01, 2025

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

In New York, a self-proving affidavit is a notarized statement signed by the...

Read More

  May 01, 2025

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

Disputes over property and equitable interests in estate cases often lead to complex...

Read More

  May 01, 2025

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

Estate disputes can be complex, especially when unique assets like precious metals are...

Read More

  Mar 25, 2025

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

This post shares a sample engagement letter for probate estate administration in New...

Read More

  Mar 25, 2025

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

Overview Kinship affidavits play a critical role in New York Surrogate’s Court...

Read More

  Mar 15, 2025

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

Key Takeaways from the March 14, 2025, Open Mic Discussion...

Read More

  Mar 13, 2025

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

When an estate has multiple executors (co-fiduciaries), disagreements can arise over various aspects...

Read More

  Mar 03, 2025

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

When a member of a New York limited liability company (LLC) dies or...

Read More

  Mar 03, 2025

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

In Matter of Elliott (2025 NY Slip Op 01093), the Appellate Division, addressed...

Read More

  Feb 21, 2025

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

When administering a wholly charitable testamentary trust, executors and trustees must navigate both...

Read More