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New York

  242 posts

  Sep 07, 2024

🔑 NY: Generally, a Will Cannot Change the Beneficiaries of a Life Insurance Policy

In estate planning, it’s crucial to understand the limitations of a will....

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  Sep 06, 2024

🔑 NY: Sample Renunciation of Letters of Administration C.T.A. and Waiver of Process (SCAP 1418)

Here is a sample Renunciation of Letters of Administration C.T.A. and...

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  Sep 06, 2024

🔑 NY: Sample Staple Affidavit

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

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  Sep 06, 2024

NY: Revoke or Amend Beneficiary Designations Through a Will

Yesterday, in Linda Maryanov's Think Tank study group, I learned that...

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  Sep 06, 2024

Upcoming CLE Webinar: Probate and Transfer on Death Deeds

Judicial Title is hosting an insightful CLE webinar on Thursday, September 19th at...

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  Sep 06, 2024

New York County Supreme Court Grants Unsealing of Matrimonial Case File for Deceased Father’s Daughter

In Matter of Marancie, New York County Supreme Court (Index Number 161631/2023)...

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  Sep 06, 2024

New York TOD Deeds: No Ancillary Transfer Documents Required for Recording (Except in Erie County & Niagara County)

No need for ancillary documents like TP-584, RP-5217, and IT-2663 when recording NY TOD deeds; except in Erie County....

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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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  Sep 03, 2024

🔑 NY Form: Petition to Search Safe Deposit Box

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

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  Aug 30, 2024

🔑 NY: Donee Should Not Notarize Deed

In New York, someone receiving real property as a gift should not notarize the deed because it can create an evidentiary hurdle....

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  Aug 22, 2024

🔑 NY: Rules for Confession of Judgment Are in CPLR 3218

The rules for a confession of judgment in New York are in CPLR...

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  Aug 22, 2024

🔑 NY: Turnover Proceeding Is Governed by SCPA 2104

This post explains how SCPA 2104 governs turnover proceedings even though case law states that petitions are made "pursuant to SCPA 2103."...

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