, April 01, 2026

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๐Ÿ”‘ Premium Content

  190 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.

  Jan 30, 2026

๐Ÿ”‘ NY Intestate Estate: Notice of Election (Surviving Spouse)

What this post covers: How a surviving spouse exercises the right of election...

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  Jan 28, 2026

๐Ÿ”‘ NY SCPA 2102(1): Beneficiary Standing Is Not Defeated by Corporate Form

SCPA 2102(1) limits relief to petitioners with standingโ€”those who qualify as...

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  Jan 28, 2026

๐Ÿ”‘ NY: Courts Will Not Direct When a Fiduciary Must Sell an Asset

Beneficiaries often assume that if a will directs a fiduciary to sell an...

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  Jan 21, 2026

๐Ÿ”‘ Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

This rule governs access to records created during fiduciary administration, even when a...

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  Jan 20, 2026

๐Ÿ”‘ NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiaryโ€™s Counsel)

SCPA 2102(1) requires a written request for information before a proceeding may...

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  Jan 20, 2026

๐Ÿ”‘ NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

SCPA 2102(1) requires a written request for information before a proceeding may...

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  Jan 20, 2026

๐Ÿ”‘ NY SCPA 2102(1): Petition Contents and Form of Process

After a fiduciary has failed to provide information following a written request under...

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  Jan 20, 2026

๐Ÿ”‘ NY SCPA 2102(1): The Written Request for Information

SCPA 2102(1) does not begin in court. A proceeding to compel information...

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  Jan 20, 2026

๐Ÿ”‘ NY SCPA 2102(1): Overview of the Information-Compelling Process

SCPA 2102(1) provides a mechanism for compelling a fiduciary to supply information...

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  Jan 17, 2026

๐Ÿ”‘ NY: LLC Operating Agreement Controls Post-Death Transfer Over Will (Rule + Authority)

In New York, an LLC operating agreement may control the disposition of a...

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  Jan 17, 2026

๐Ÿ”‘ NY: Sample Partnership Agreement Clause for Transfer at Death

New York allows partners to provide by agreement that a partner's...

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  Jan 16, 2026

๐Ÿ”‘ NY: Partnership Interests Passing at Death by Agreement (Rule + Authority)

In New York, partners may agree that a partner's interest will...

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