, April 28, 2024

0 results found in this keyword

  Jun 30, 2023

New York Bills: 2023-2024 Legislative Session

💡Below is a list of legislation that is introduced in the New York...

Read More

  Jun 28, 2023

In New York, Trusts Are Irrevocable By Default

A trust does not have to say it is irrevocable....

Read More

  Feb 09, 2023

David Goldfarb on Effecting Legislative Change in New York

Good work is being done by lawyers on a volunteer basis countless times across the United States, but we rarely learn about it....

Read More

  Dec 17, 2022

Good News: Gov. Hochul Vetoed NY Power of Attorney Bill Requiring Notice to Co-Trustee or Co-Beneficiary

New Yorkers should continue to oppose the proposed law....

Read More

  Jun 09, 2022

NY Power of Attorney: Bill Requiring Notice to Co-Trustee or Co-Beneficiary Passes Legislature, But Has Serious Problems!

The new law would literally be a breaking development as it is unworkable....

Read More

  Mar 12, 2022

Tax Deadlines for 2021 Tax Returns

April 18 for the federal income tax return. See the post for deadlines for state, partnership, corporation, and fiduciary income tax returns....

Read More

  Feb 14, 2022

🔑 The Backdoor Step-Up in Basis for Intentionally Defective Grantor Trusts

A strategy for high net worth taxpayers....

Read More

  Feb 11, 2022

🔑 Even Under Common-Law Rule Against Perpetuities, Trusts Can Last for Over a Century

An example of how a trust created under this rule can benefit a lineal descendant six generations below the transferor....

Read More

  Feb 09, 2022

Peak Trust Company is Expanding to Delaware

On February 8, 2022, Peak Trust Company announced that it received conditional approval for a national charter and will open an office under this charter in Wilmington, Delaware in June 2022....

Read More