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Feb 03, 2025

🔑 NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

Below is a sample petition to compel an executor to set off a...

Feb 02, 2025

🔑 NY Supplemental Accounting Citation (Sample from Nassau County)

Hon. Margaret C. Reilly signed the Supplemental Accounting Citation for a Co-Administrator on...

Dec 23, 2024

🔑 NY Duty of Impartiality: TELS Recommendations on Proposed Section 7-A-8.3

The Trusts and Estates Law Section (TELS) of the New York State Bar...

Dec 22, 2024

🔑 NY EPTL 11-2.3(b)(5) Adjustments Must Be Reflected in Accounting

Trustees must reflect an adjustment under EPTL 11-2.3(b)(5) properly in...

Nov 10, 2024

🔑 NY: Res Judicata and Collateral Estoppel Defenses Must Be Pleaded, Not Raised on Appeal

In New York, the defenses of res judicata and collateral estoppel—principles designed...

Nov 01, 2024

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in a Proceeding to Remove a Trustee

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Nov 01, 2024

🔑 NY: Prospective Sprinklees of Trust Income Have Standing in Accounting Proceeding

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Nov 01, 2024

🔑 NY: Takers in Default of a Power of Appointment Have Standing in Accounting Proceeding

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Nov 01, 2024

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in Accounting Proceeding

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Nov 01, 2024

🔑 NY: Punitive Damages Demand Evidence of Extreme Misconduct

In New York, the standard for awarding punitive damages is exceptionally high, requiring...

Rules

Nov 01, 2024

🔑 NY: Punitive Damages Require a Substantive Cause of Action

In New York, punitive damages cannot exist as a standalone claim; they must...

Rules

Oct 30, 2024

🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

In New York, Surrogate’s Court is bound by statute not to interpret...

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🔑 NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

🔑 NY Supplemental Accounting Citation (Sample from Nassau County)

🔑 NY Duty of Impartiality: TELS Recommendations on Proposed Section 7-A-8.3

🔑 NY EPTL 11-2.3(b)(5) Adjustments Must Be Reflected in Accounting

🔑 NY: Res Judicata and Collateral Estoppel Defenses Must Be Pleaded, Not Raised on Appeal

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in a Proceeding to Remove a Trustee

🔑 NY: Prospective Sprinklees of Trust Income Have Standing in Accounting Proceeding

🔑 NY: Takers in Default of a Power of Appointment Have Standing in Accounting Proceeding

🔑 NY: Remainder Beneficiaries of a Trust Have Standing in Accounting Proceeding

🔑 NY: Punitive Damages Demand Evidence of Extreme Misconduct

🔑 NY: Punitive Damages Require a Substantive Cause of Action

🔑 NY: Surrogates Court Cannot Interpret Will Before Probate

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🔑 Resolving Heirs Property Disputes in NY – A Case Study of Estate of Donato v. Estate of Donato

🔑 Irrevocable Trusts and the Right of Election in New York

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

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