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๐Ÿ”‘Premium Content

  31 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 15, 2023

๐Ÿ”‘ Log

We update this website frequently, often several times a day. Most updates are "behind the scenes" additions or revisions to the Glossary or Headlines. Paid Members can view our update log....

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  Jul 04, 2023

๐Ÿ”‘ New York Will Eventually Adopt Its Own Trust Code, Not the Uniform Trust Code

Several states have adopted the Uniform Trust Code (UTC), but not New York....

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  Nov 21, 2022

๐Ÿ”‘NY L&T: Stipulation Can Convert Nonpayment Proceeding Into Holdover Proceeding

In New York, a petitioner and respondent can convert a nonpayment summary proceeding...

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  Sep 29, 2022

๐Ÿ”‘ Outline

๐Ÿšง Under Construction: The field of wills, trusts, and estates is vast. Imagine having an outline. That's the goal for this page. Paid Subscribers can get an early preview and see the progress of this project as it develops....

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  Feb 14, 2022

๐Ÿ”‘ The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

A strategy for high net worth taxpayers....

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  Feb 11, 2022

๐Ÿ”‘ Even Under Common-Law Rule Against Perpetuities, Trusts Can Last for Over a Century

An example of how a trust created under this rule can benefit a lineal descendant six generations below the transferor....

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