, April 18, 2024

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  Mar 10, 2024

🔑Trustee's Duty of Impartiality

🚧 Under Construction...

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  Mar 07, 2024

New York: Estates, Powers and Trusts Law (EPTL) - Annotated

🚧 Under Construction...

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  Mar 05, 2024

🔑Standard for a Contested Accounting Proceeding in New York

This post gives the standard for a contested accounting proceeding in New York...

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  Jan 17, 2024

🔑 Uniform Trust Code (UTC) - Excerpts and Notes

🚧 Under Construction...

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  Jul 23, 2023

California Adopts Uniform Fiduciary Income and Principal Act

It is the seventh state to adopt the latest version of the UFIPA....

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  Feb 09, 2023

David Goldfarb on Effecting Legislative Change in New York

Good work is being done by lawyers on a volunteer basis countless times across the United States, but we rarely learn about it....

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  Dec 17, 2022

Good News: Gov. Hochul Vetoed NY Power of Attorney Bill Requiring Notice to Co-Trustee or Co-Beneficiary

New Yorkers should continue to oppose the proposed law....

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  Jun 09, 2022

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

The new law would literally be a breaking development as it is unworkable....

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  May 17, 2022

Record Confirmatory Deed for Specific Devise in NY, Suggests Daniel Reiter in Lawline CLE

NY lawyers don't have to rely on an executor's deed for a specific devise. There is a better tool!...

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  Mar 25, 2022

U.S. Department of Labor Cautions 401(k) Plan Fiduciaries Against Adding Cryptocurrency

Fiduciaries of 401(k) plans beware: Adding a cryptocurrency option to a 401(k) plan's investment menu can invite DOL investigation....

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  Mar 12, 2022

Tax Deadlines for 2021 Tax Returns

April 18 for the federal income tax return. See the post for deadlines for state, partnership, corporation, and fiduciary income tax returns....

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