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Feb 26, 2026

🔑 Flexibility in a New York Medicaid Asset Protection Trust: Solutions Under EPTL 7-1.9

Medicaid Asset Protection Trusts (MAPTs) are designed to be irrevocable. That is the...

Feb 26, 2026

🔑 NY EPTL 7-1.9: Revocation of Trusts

Overview EPTL 7-1.9 provides a statutory mechanism for revoking or amending...

Feb 18, 2026

🔑 SCPA 1404 Examinations Allowed Where In Terrorem Clause Is in Revocable Trust, Not Pour‑Over Will (NY County Surrogate’s Court, Feb. 2026)

In a February 2026 decision,[1] the New York County Surrogate’s Court...

Jan 30, 2026

🔑 NY Intestate Estate: Notice of Election (Surviving Spouse)

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

Jan 28, 2026

🔑 NY SCPA 2102(1): Beneficiary Standing Is Not Defeated by Corporate Form

SCPA 2102(1) limits relief to petitioners with standing—those who qualify as...

Jan 28, 2026

🔑 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...

Jan 21, 2026

🔑 Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

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

Jan 20, 2026

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary’s Counsel)

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

Jan 20, 2026

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

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

Jan 20, 2026

🔑 NY SCPA 2102(1): Petition Contents and Form of Process

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

Jan 20, 2026

🔑 NY SCPA 2102(1): The Written Request for Information

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

Jan 20, 2026

🔑 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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🔑 Flexibility in a New York Medicaid Asset Protection Trust: Solutions Under EPTL 7-1.9

🔑 NY EPTL 7-1.9: Revocation of Trusts

🔑 SCPA 1404 Examinations Allowed Where In Terrorem Clause Is in Revocable Trust, Not Pour‑Over Will (NY County Surrogate’s Court, Feb. 2026)

🔑 NY Intestate Estate: Notice of Election (Surviving Spouse)

🔑 NY SCPA 2102(1): Beneficiary Standing Is Not Defeated by Corporate Form

🔑 NY: Courts Will Not Direct When a Fiduciary Must Sell an Asset

🔑 Records Created During Administration Must Be Disclosed (Rule + Authority) (New York)

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary’s Counsel)

🔑 NY SCPA 2102(1): Sample Written Demand for Information (By Beneficiary)

🔑 NY SCPA 2102(1): Petition Contents and Form of Process

🔑 NY SCPA 2102(1): The Written Request for Information

🔑 NY SCPA 2102(1): Overview of the Information-Compelling Process

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🔑 NY: When Beneficiaries May Sue to Recover Estate Assets Instead of the Executor

🔑 New York Rule for Translated Documents: A Bilingual Agreement Still Needs a Proper Translation Affidavit

🔑 In New York Probate, Does a Mistaken Family-Relationship Label in a Will Prove Lack of Testamentary Capacity?

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