, August 15, 2025

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🔑 Premium Content

  128 posts

The posts below have content that is exclusive for paid subscribers. In addition to exclusive insight, there are sample forms. This library for paid subscribers will continue to grow.

  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 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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  May 21, 2025

🔑 NY: Sample Petition to Compel the Production and Filing of a Will

When dealing with estate matters, there may be situations where a will is...

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  May 18, 2025

🔑 Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)

After a will is properly executed, many lawyers close the file and move...

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