, January 28, 2026

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Fiduciary Duties

  12 posts

  Jan 28, 2026

🔑 NY: Courts Will Not Direct When a Fiduciary Must Sell an Asset

Beneficiaries often assume that if a will directs a fiduciary to sell an...

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  Jan 11, 2026

🔑 NY SCPA 1902: For What Purposes Real Property Is Subject to Disposition

Under New York law, real property is not automatically liquidated as part of...

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  Jan 10, 2026

🔑 NY SCPA 2102 Proceedings For Relief Against a Fiduciary

SCPA 2102 is one of the “miscellaneous proceedings” in New York Surrogate’s...

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  Jan 07, 2026

🔑 Power of Sale vs. Specific Devise (Analyzing a 2008 NY Surrogate’s Court Decision)

Many New York wills include a broad "power of sale" clause,...

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  Jan 04, 2026

What Is Equitable Conversion in New York Wills?

Equitable conversion in New York is the doctrine that, when a will contains...

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  Jan 04, 2026

🔑 NY: What Equitable Conversion Does Not Do

Equitable conversion is a powerful doctrine—but it is also a limited one....

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  Jan 04, 2026

🔑 NY: Why a Power to Sell Is Not Enough When Real Property Is to Be Sold

When a New York will contemplates the sale of real property, the difference...

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  Jan 04, 2026

🔑 NY: Directing the Executor to Sell Real Property: Sample Clause + Drafting Notes

...

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  Jan 03, 2026

🔑 NY: When a Will Directs a Sale, Real Property Is Converted to Personalty at Death

If a will mandates (directs) an executor to sell the decedent’s real...

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  Jul 13, 2025

🔑 The Evolution of the Prudent Investor Standard in New York: A Historical Perspective

The prudent investor standard has long been a cornerstone of fiduciary responsibility, guiding...

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  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...

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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....

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🔑 NY: Courts Will Not Direct When a Fiduciary Must Sell an Asset

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