, September 07, 2024
, September 07, 2024
Aug 18, 2024
I spoke with a colleague recently who stated, "Inter vivos trust, not...
Jun 15, 2024
In New York, under current law, a testamentary trustee must obtain court approval...
May 29, 2024
When it comes to investing trust assets, there are two distinct approaches that...
Mar 05, 2024
This post gives the standard for a contested accounting proceeding in New York...
Nov 15, 2023
In a surprising twist, the dictionary the IRS relies on as an authority for Rev. Rul. 2023-2 allows taxpayers to reach a different conclusion....
Oct 11, 2023
In estate administration, after someone dies, there are different taxpayers, with different tax...
Oct 09, 2023
There is no one date for a testamentary trust under New York law....
Sep 27, 2023
Yesterday, New York Supreme Court Justice Arthur Engoron ruled (NYSEF Doc. No. 1531)...