Wealth Director

Latest

Tax Season Is in Full Swing: Beware of… Tax Season Is in Full Swing: Beware of the W-2 Spear Phishing Scam

Same-Sex Spouses Authorized to… Same-Sex Spouses Authorized to Recalculate Transfer Tax Treatment of Prior Gifts and Bequests

The Impending Death of the Stretch IRA? The Impending Death of the Stretch IRA?

Tax, Trusts & Estates Law

Latest

New IRS Revenue Procedure Provides… New IRS Revenue Procedure Provides Relief for Certain Inadvertent Terminations of S Elections

Charitable Planning Update:  Yvon… Charitable Planning Update:  Yvon Chouinard Donates Patagonia Stock to Two Nonprofits

2022/2023 Estate and Gift Tax Update 2022/2023 Estate and Gift Tax Update

New York Trusts & Estates Litigation

Latest

Creative Writing: Reforming Wills and… Creative Writing: Reforming Wills and Trusts to Achieve Settlements

Abuse of Powers of Attorney Abuse of Powers of Attorney

My Relative Has Been Missing for… My Relative Has Been Missing for Years. What Do I Need to Do to Have That Relative Declared Deceased?

Probate & Estates Blog

Latest

How Estates End ..... How Estates End .....

3 Questions in Every New Probate Case 3 Questions in Every New Probate Case

Inheritance Rights of… Inheritance Rights of "Cousins" in New York

Pennsylvania Fiduciary Litigation

Latest

Inadequate Remedies Inadequate Remedies

Thouron Estates - READ ALL ABOUT IT! Thouron Estates - READ ALL ABOUT IT!

Tax Court Slams FLP Planning Tax Court Slams FLP Planning

MATTERS of TRUST

Latest

New Tax Rules Mean It's Time to… New Tax Rules Mean It's Time to Update LLC and Partnership Agreements

Are Charitable Pledges Legally… Are Charitable Pledges Legally Enforceable?

The Water Cooler The Water Cooler

The New York Probate Litigation Blog

Latest

Covid 19 Is Shutting Down New… Covid 19 Is Shutting Down New York's Court System

THE SECURE ACT A NEW ACRONYM AND,… THE SECURE ACT A NEW ACRONYM AND, PERHAPS A NEW MISNOMER

Slow Moving Surrogate's Courts Have… Slow Moving Surrogate's Courts Have Become A Reason To Create Revocable Trusts In Place Of Wills

Texas Trusts, Estates and Taxes

Latest

Secure Act Shrinks the Stretch Secure Act Shrinks the Stretch

GRATs Can be a Home Run GRATs Can be a Home Run

Estate of Aaron U. Jones-Tax-affecting Estate of Aaron U. Jones-Tax-affecting

Estateography

Latest

Kim v. Kim and the "Benefit"… Kim v. Kim and the "Benefit" Element of Presumed Undue Influence

Irving v. DiVito: Clear Wishes, but Not… Irving v. DiVito: Clear Wishes, but Not A Codicil

Reineck v. Lemen and Virginia Powers of… Reineck v. Lemen and Virginia Powers of Attorney

Archer Estate & Trust Litigation Law

Latest

Appellate Division Remands Case for… Appellate Division Remands Case for Determination of the Application of the Entire Controversy Doctrine to Claims of Breach of Fiduciary Duties

Appellate Division Retroactively Applies… Appellate Division Retroactively Applies Foreign Adoption Statute to Adoption of Decedent’s Son, Finds That Adopted Son Is Rightful Intestate Heir Over Decedent’s Brother

Testator’s Children and Company… Testator’s Children and Company Challenge Validity of Will Provision Directing Children to Keep the Testator’s Wife on the Company’s Payroll for the Remainder of Her Life

Estate Battles

Latest

The Perils of Executor Disputes and the… The Perils of Executor Disputes and the Importance of Choosing Wisely

Leaving Your Success Story To The Next… Leaving Your Success Story To The Next Generation (And Their Spouses). Aronis v Aronis [2022 ] QSC 39

The Charity Ambiguity Trap & How To… The Charity Ambiguity Trap & How To Avoid It. Banwell v Attorney-General [2020] QSC 239

California Trust, Estate & Probate Litigation

Latest

Trust vs. Will: What is the Difference? Trust vs. Will: What is the Difference?

What is the Difference Between a Trustee… What is the Difference Between a Trustee and an Executor?

Can Trustees Charge for an Accounting? Can Trustees Charge for an Accounting?

Meissner, Joseph, Palley & Ruggles

Latest

Do you have to change a California… Do you have to change a California Scholarshare 529 account after the death of an owner?

Donald Sterling and the sale of Los… Donald Sterling and the sale of Los Angeles Clippers and the California probate code

Rupert Murdoch looking to control his… Rupert Murdoch looking to control his estate from the grave

Crummey Estate Plan

Latest

Estate Tax Update: Initial Thoughts Estate Tax Update: Initial Thoughts

GOP Tax Reform Proposal GOP Tax Reform Proposal

2017 Estate and Gift Tax Update – A… 2017 Estate and Gift Tax Update – A Quick Snapshot

New York Probate Lawyer Blog

Latest

Article 81 Guardianships – When… Article 81 Guardianships – When Termination May Be Appropriate

The Domicile of a Decedent is Important… The Domicile of a Decedent is Important for Estate Administration

Determining Kinship is Important to… Determining Kinship is Important to Settle a New York Estate