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Trusts: Power to Adjust

7 posts

Mar 15, 2025

Estate Planning Roundtable: Complex Trusts, Cross-Border Estates, and More

Key Takeaways from the March 14, 2025, Open Mic Discussion...

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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...

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Dec 22, 2024

NY EPTL 11-2.3(b)(5): Nomenclature

The power given to a trustee in EPTL 11-2.3(b)(5)...

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Dec 22, 2024

NY Prudent Investor Standard Authorizes the Power to Adjust - EPTL 11-2.3(b)(5)(A)

Effective January 1, 2002, New York's prudent investor standard (EPTL 11-...

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Jun 05, 2024

🔑 Trustees’ Power to Adjust: Three Approaches to Selling Assets for Income Distribution

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Jun 01, 2024

🔑 New York: Power to Adjust Prohibitions

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May 31, 2024

🔑 New York: "Four" Power to Adjust Preconditions

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