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Nov 08, 2025

🔑 NY Surrogates Court Has Broad Equitable Powers

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Nov 08, 2025

🔑 The Misquote in Van De Walle v. Van De Walle

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Oct 16, 2025

🔑 Essential Lexis Resources for Understanding Fiduciary Accountings in New York

Few moments test a fiduciary’s diligence like the accounting. Whether presented to...

Aug 12, 2025

Template for Ending a Subscription Service

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Jul 20, 2025

🔑 Presumed Valid: Prenups In New York Require a High Bar to Overcome

When a client asks whether they can challenge a prenuptial agreement in Surrogate’...

Jul 20, 2025

🔑 Sample Retainer Agreement for Intestate Estate Administration in New York

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Jul 17, 2025

🔑 Can You Get Ancillary Letters in New York Based on a Small Estate Proceeding?

Here’s the answer—and what to do instead if your authority is...

Jul 17, 2025

🔑 Can a Foreign Fiduciary Collect a New York POD Account?

A New York resident died intestate, leaving most assets in trust. One remaining...

Jul 13, 2025

🔑 The Evolution of the Prudent Investor Standard in New York: A Historical Perspective

The prudent investor standard has long been a cornerstone of fiduciary responsibility, guiding...

Jul 12, 2025

🔑 What Is the Purpose of SCPA 2103? Understanding Discovery in New York Estate Proceedings

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Jul 11, 2025

🔑 NY: No Jurisdiction Without Proper Service—Even If SCPA § 210 Applies

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Jul 11, 2025

🔑 NY: When Can a Surrogate’s Court Assert Jurisdiction Over a Non-Domiciliary?

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