New York

Constructive Trusts

May 01, 2025

🔑 Insights from Matter of Pusatere v. Estate of Pusatere: Constructive Trusts and Estate Claims in NY

Disputes over property and equitable interests in estate cases often lead to complex...

Estate Administration

May 01, 2025

🔑 Navigating Estate Disputes in NY: Lessons from Matter of Beebe Estate

Estate disputes can be complex, especially when unique assets like precious metals are...

NY Surrogate's Court

Apr 09, 2025

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

Preview: Surrogate Ciaccio recently offered a practical reminder at a CLE: In Surrogate’...

Mar 31, 2025

Business Council’s Testimony Helped Shape Proposed NYTL § 954(a)(3) Amendment

In testimony submitted to the Senate Finance Committee and Assembly Ways and Means...

Mar 25, 2025

🔑 Sample Hourly Retainer Agreement for Probate of a New York Estate

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

Mar 25, 2025

🔑 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...

Mar 20, 2025

🔑 NY: Sample Retainer for Administration of a Testamentary Trust

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

Mar 14, 2025

🔑 Explanation of New York EPTL § 6-5.2: Power of Appointment Not to Prevent Vesting

New York Estates, Powers and Trusts Law (EPTL) § 6-5.2 addresses the impact...

Mar 13, 2025

🔑 NY: Resolving Disputes Between Co-Executors Over a Claim

When an estate has multiple executors (co-fiduciaries), disagreements can arise over various aspects...

Mar 12, 2025

🔑 Sample Probate Decree - New York County Surrogates Court

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Mar 03, 2025

NY: Membership Interest in an LLC Is Personal Property

New York’s Limited Liability Company Law (LLCL) § 601 establishes a fundamental principle...

Mar 03, 2025

🔑 How an LLC Assignee Becomes a Member Under NY Law

Navigating the intricacies of limited liability company (LLC) laws can be challenging, especially...

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