, December 19, 2025

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New York

  253 posts

  Jul 20, 2025

🔑 Presumed Valid: Prenups In New York Require a High Bar to Overcome

When a client asks whether they can challenge a prenuptial agreement in Surrogate’...

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  Jul 18, 2025

E-Filing Trap in NY County Surrogate’s Court: Motion Papers Must Be Filed by Mail or In Person

New York County Surrogate’s Court still does not allow motions or oppositions...

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  Jul 17, 2025

🔑 Can You Get Ancillary Letters in New York Based on a Small Estate Proceeding?

Here’s the answer—and what to do instead if your authority is...

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  Jul 17, 2025

🔑 Can a Foreign Fiduciary Collect a New York POD Account?

A New York resident died intestate, leaving most assets in trust. One remaining...

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  Jul 13, 2025

🔑 The Evolution of the Prudent Investor Standard in New York: A Historical Perspective

The prudent investor standard has long been a cornerstone of fiduciary responsibility, guiding...

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  Jun 12, 2025

Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

New York Assembly Bill A08549-A proposes a major change in how joint bank...

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  Jun 11, 2025

Love, Lies, and Bank Forms: What NY’s Banking Bill Means for Unmarried Couples

Love may be blind, but not banking law. A proposed New York bill would bar unmarried couples from co-owning a bank account—unless they tell the bank they’re married....

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