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Trusts

Jan 17, 2024

🔑 Uniform Trust Code (UTC) - Excerpts and Notes

🚧 Under Construction...

Dec 20, 2023

🔑 Restatement of Property § 366: Revocation of Appointments

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Dec 20, 2023

🔑 Sample Clause: Lifetime General Power of Appointment

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Dec 20, 2023

🔑 NY EPTL 10-9.1 Revocability of a power of appointment

In New York, EPTL 10-9.1 governs the revocability of a power of...

Dec 19, 2023

🔑 Prior New York Law: Real Property Law § 144 - Revocability of Powers of Appointment

Current 🔑EPTL 10-9.1 Revocability of a power of appointment is based on...

Nov 05, 2023

🔑 Sample Affidavit of Comparison in New York Probate

Here is a sample Affirmation of Comparison in a New York Probate from...

Estate Administration

Nov 01, 2023

🔑 Sample New York Receipt & Release Agreement for Charitable Corporation

In the context of a probate, a Receipt & Release Agreement is a...

Charitable Giving

Oct 18, 2023

🔑 Entire Estate Going to Charity: Can Charity Be Executor Under New York Law?

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Real Estate

Oct 15, 2023

🔑 Why Does the Law Often Treat Real Estate and Personalty Differently?

History gives the answer....

Trust: Testamentary

Oct 10, 2023

🔑 Differences Between Testamentary Trusts and Inter Vivos Trusts in New York

This post examines key differences between testamentary and inter vivos trusts, focusing on:...

Forms

Sep 20, 2023

🔑 Sample Clause: Charging for Waiting and Travel Time in an Attorney Retainer Agreement

Sample "portal to portal" provision in a retainer agreement....

Real Estate

Sep 15, 2023

🔑 Sample IRC 199A Rental Real Estate Safe Harbor Statement

On December 22, 2017, Congress enacted IRC § 199A as part of the Tax...

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🔑 Uniform Trust Code (UTC) - Excerpts and Notes

🔑 Restatement of Property § 366: Revocation of Appointments

🔑 Sample Clause: Lifetime General Power of Appointment

🔑 NY EPTL 10-9.1 Revocability of a power of appointment

🔑 Prior New York Law: Real Property Law § 144 - Revocability of Powers of Appointment

🔑 Sample Affidavit of Comparison in New York Probate

🔑 Sample New York Receipt & Release Agreement for Charitable Corporation

🔑 Entire Estate Going to Charity: Can Charity Be Executor Under New York Law?

🔑 Why Does the Law Often Treat Real Estate and Personalty Differently?

🔑 Differences Between Testamentary Trusts and Inter Vivos Trusts in New York

🔑 Sample Clause: Charging for Waiting and Travel Time in an Attorney Retainer Agreement

🔑 Sample IRC 199A Rental Real Estate Safe Harbor Statement

Recent News

🔑 Sample Swap Power Clause (IRC § 675(4)(C) Compliant)

Where Is the "Swap Power" Found in the Internal Revenue Code?

🔑 NY POA Without Gifting Authority in Modifications: Can Agent Fund Incapacitated Principals Trust?

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