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  Nov 05, 2023

πŸ”‘ Sample Affidavit of Comparison in New York Probate

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

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  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...

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  Nov 01, 2023

πŸ”‘ Sample New York Receipt & Release Agreement for Charitable Corporation

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

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  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...

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  Oct 12, 2023

πŸ”‘ Tax Accounting Periods: Decedent's Estate v. Testamentary Trusts

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

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  Oct 11, 2023

πŸ”‘ Understanding Estate Administration: Taxpayer IDs and Income Reporting After a Death

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

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  Oct 09, 2023

πŸ”‘ 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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  Sep 10, 2023

Piano in a Decent's Estate: More of a Liability than an Asset

"[U]sed pianos generally have no value, and are a cost to...

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  Aug 04, 2023

Update on Searching New York County Surrogate's Court Records

Yesterday, at Linda Maryanov's Thursday Think Tank study group, I learned:...

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