Probate

NY Surrogate's Court

Apr 09, 2025

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

Preview: Surrogate Ciaccio recently offered a practical reminder at a CLE: In Surrogate’...

Mar 25, 2025

🔑 Sample Hourly Retainer Agreement for Probate of a New York Estate

This post shares a sample engagement letter for probate estate administration in New...

Mar 13, 2025

🔑 NY: Resolving Disputes Between Co-Executors Over a Claim

When an estate has multiple executors (co-fiduciaries), disagreements can arise over various aspects...

Mar 12, 2025

🔑 Sample Probate Decree - New York County Surrogates Court

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Feb 21, 2025

🔑 NY: Navigating Attorney General Requirements for Wholly Charitable Testamentary Trusts

When administering a wholly charitable testamentary trust, executors and trustees must navigate both...

Feb 16, 2025

NY: When Executors Have No Authority Over Real Estate – Lessons from In re Purdy

When it comes to managing an estate, the responsibilities of an executor can...

Jan 31, 2025

NY Probate Petition (from NY Courts)

Below is the official Probate Petition from nycourts.gov, which I download on...

Dec 15, 2024

NY: Probate Discovery Limits Upheld in Matter of Landau

In Matter of Landau, 2024 NY Slip Op 34301 (NY Sur. Ct., New...

Dec 14, 2024

🔑 NY: Discovery Time Limit In Probate Proceedings

In contested probate proceedings, discovery is typically limited to a five-year time frame...

Oct 30, 2024

NY SCPA 1420: Proceeding for construction of will; effect of decree

Under New York’s SCPA 1420, the Surrogate’s Court holds authority over...

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...

Sep 11, 2024

🔑 NY SCPA 2508 Filing of will of decedent

SCPA 2508 gives the procedure for filing a decedent's will in...

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