, December 30, 2025

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Forms

  33 posts

  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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  Feb 02, 2025

πŸ”‘ NY Supplemental Accounting Citation (Sample from Nassau County)

Hon. Margaret C. Reilly signed the Supplemental Accounting Citation for a Co-Administrator on...

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  Jan 31, 2025

NY Probate Petition (from NY Courts)

Below is the official Probate Petition from nycourts.gov, which I download on...

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  Sep 11, 2024

NY: New Notice of Petition and Petition in Summary Landlord & Tenant Proceedings

✨ Updated 9/12/2024: Added the links to the new eviction guides for...

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  Sep 07, 2024

πŸ”‘ Sample Retainer Agreement for Nursing Home: Valuable Language for Collection and Guardianship Services

Navigating the complexities of legal agreements can be challenging, especially in specialized fields...

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  Sep 06, 2024

πŸ”‘ NY: Sample Staple Affidavit

In another post, I explained that it is essential to keep staples on...

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  Sep 03, 2024

πŸ”‘ NY Form: Petition to Search Safe Deposit Box

The Safe Deposit Box Petition is used to ask the Surrogate's...

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New York

  Mar 07, 2024

Form: Updated NY Property Condition Disclosure Statement (Revised Jan. 2024)

As of March 7, 2024, the New York Department of State's...

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