New York

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...

Jan 23, 2026

Intellectual Property as Intangible Personal Property

For estate planning and administration purposes, intellectual property is treated as a form...

Jan 21, 2026

NY CPLR § 3103: Protective Orders

CPLR § 3103 is the primary mechanism in New York civil practice for regulating...

Jan 21, 2026

🔑 Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

This rule governs access to records created during fiduciary administration, even when a...

Jan 21, 2026

🔑 Decedent-Owned Records Are Not Fiduciary Property (Rule + Authority) (New York)

This rule governs who owns records that belonged to a decedent after death,...

Jan 20, 2026

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary’s Counsel)

SCPA 2102(1) requires a written request for information before a proceeding may...

Jan 20, 2026

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

SCPA 2102(1) requires a written request for information before a proceeding may...

Jan 20, 2026

🔑 NY SCPA 2102(1): Petition Contents and Form of Process

After a fiduciary has failed to provide information following a written request under...

Jan 20, 2026

🔑 NY SCPA 2102(1): The Written Request for Information

SCPA 2102(1) does not begin in court. A proceeding to compel information...

Jan 20, 2026

🔑 NY SCPA 2102(1): Overview of the Information-Compelling Process

SCPA 2102(1) provides a mechanism for compelling a fiduciary to supply information...

Jan 20, 2026

🔑 NY SCPA 2102(1): Consequences of Failing to Comply With a Court Order

After an SCPA 2102(1) proceeding is brought and the court directs a...

Jan 20, 2026

🔑 NY SCPA 2102(1): Mechanics of the Proceeding to Compel Information

After a fiduciary fails to provide information relevant to a petitioner's...

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

Intellectual Property as Intangible Personal Property

NY CPLR § 3103: Protective Orders

🔑 Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

🔑 Decedent-Owned Records Are Not Fiduciary Property (Rule + Authority) (New York)

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary’s Counsel)

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

🔑 NY SCPA 2102(1): Petition Contents and Form of Process

🔑 NY SCPA 2102(1): The Written Request for Information

🔑 NY SCPA 2102(1): Overview of the Information-Compelling Process

🔑 NY SCPA 2102(1): Consequences of Failing to Comply With a Court Order

🔑 NY SCPA 2102(1): Mechanics of the Proceeding to Compel Information

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

Intellectual Property as Intangible Personal Property

Intellectual Property Is Not the Physical Object

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