Estate Administration

Fiduciaries

Sep 04, 2024

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

Case gives vivid analogy to highlight the delicate balance between fiduciary authority and judicial oversight....

Forms

Sep 03, 2024

🔑 NY Form: Petition to Search Safe Deposit Box

The Safe Deposit Box Petition is used to ask the Surrogate's...

New York

Nov 05, 2023

🔑 Sample Affidavit of Comparison in New York Probate

Here is a sample Affirmation of Comparison in a New York Probate from...

NY County Surrogate's Court

Nov 03, 2023

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

Today, Linda Maryanov (a New York trusts & estates lawyer) shared the following...

Estate Administration

Nov 01, 2023

🔑 Sample New York Receipt & Release Agreement for Charitable Corporation

In the context of a probate, a Receipt & Release Agreement is a...

New York

Oct 18, 2023

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

New York lawmakers are considering proposing legislation that would allow transfer on death...

Charitable Giving

Oct 18, 2023

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

...

Real Estate

Oct 15, 2023

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

History gives the answer....

Estate Administration

Oct 12, 2023

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

There is a key distinction between administering a decedent's estate and a testamentary trust....

Estate Administration

Oct 11, 2023

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

In estate administration, after someone dies, there are different taxpayers, with different tax...

Trust: Testamentary

Oct 10, 2023

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

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Trust: Testamentary

Oct 09, 2023

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

There is no one date for a testamentary trust under New York law....

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

🔑 NY Form: Petition to Search Safe Deposit Box

🔑 Sample Affidavit of Comparison in New York Probate

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

🔑 Sample New York Receipt & Release Agreement for Charitable Corporation

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

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

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

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

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

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

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

Recent News

NY WebSurrogate: Protecting Privacy or Limiting Access?

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

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

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