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  May 21, 2025

πŸ”‘ NY: Sample Petition to Compel the Production and Filing of a Will

When dealing with estate matters, there may be situations where a will is...

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  May 18, 2025

πŸ”‘ Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)

After a will is properly executed, many lawyers close the file and move...

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  May 04, 2025

πŸ”‘ Sample NY Forms: Applications to Dispense with Testimony of Attesting Witnesses

When a will is not accompanied by a self-proving affidavit, the Surrogate’s...

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  Mar 25, 2025

πŸ”‘ Sample Hourly Retainer Agreement for Probate of a New York Estate

This post shares a sample engagement letter for probate estate administration in New...

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  Mar 25, 2025

πŸ”‘ NY: Sample Kinship Affidavit for Non-Marital Children of a Male Decedent

Overview Kinship affidavits play a critical role in New York Surrogate’s Court...

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  Mar 20, 2025

πŸ”‘ NY: Sample Retainer for Administration of a Testamentary Trust

When administering a testamentary trust, trustees often require legal guidance to navigate probate,...

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  Mar 03, 2025

πŸ”‘ NY: Sample Clause Treating LLC Membership Assignment as a Dissolution Event

Under default New York law, an assignment of a limited liability company membership...

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  Mar 02, 2025

πŸ”‘ NY Form: Annotated Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a crucial estate planning tool for...

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  Mar 02, 2025

πŸ”‘ NY Clause: Residence Provisions in Medicaid Asset Protection Trust

When creating a Medicaid Asset Protection Trust (MAPT) in New York, a critical...

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  Mar 02, 2025

πŸ”‘ NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

Many Medicaid Asset Protection Trusts (MAPTs) include a Statement of Intent to clarify...

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  Feb 03, 2025

πŸ”‘ NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

Below is a sample petition to compel an executor to set off a...

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