, October 06, 2022

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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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  Mar 11, 2022

In New York, Felons Can Now Be Fiduciaries

SCPA 707 no longer disqualifies felons from serving as fiduciaries....

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  Feb 11, 2022

When to Update Your Estate Plan

At least every five years and after circumstances change....

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  Feb 09, 2022

Peak Trust Company is Expanding to Delaware

On February 8, 2022, Peak Trust Company announced that it received conditional approval for a national charter and will open an office under this charter in Wilmington, Delaware in June 2022....

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