New York Law Journal | Analysis
By Ilene Sherwyn Cooper | April 1, 2022
Over the past several months, Appellate Division departments have considered a wide range of issues affecting the field of trusts and estates.
New York Law Journal | Expert Opinion
By Scott Mollen | March 29, 2022
In his Realty Law column, Scott Mollen discusses 'Gruber v. Gruber,' a case involving a constructive trust where issues of fact existed as to whether the transfer of property was effectuated, and 'Friedman Residence v. Denson,' where the court held that Housing Court is the correct forum for resolving the landlord's ejection action.
New York Law Journal | Analysis
By Raymond Radigan | March 4, 2022
As a follow-up to his previous article on court consolidation, Raymond Radigan continues the discussion by providing further insights for practitioners and others interested in Surrogate's Court practice.
New York Law Journal | Analysis
By Conrad Teitell | February 25, 2022
Sometimes objectives can be better achieved by disclaiming instead of accepting a bequest.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | February 4, 2022
In her Trusts and Estates Update, Ilene Sherwyn Cooper discusses Surrogate and Appellate Court decisions which impacted the field of trusts and estates in 2021.
By Sharon L. Klein | January 28, 2022
2021 saw significant developments, lessons and reminders. In addition to the developments discussed below, important legislation was enacted in 2020, which became effective in 2021.
By Jennifer F. Hillman and Joseph La Ferlita | January 28, 2022
New York trusts and estates practitioners will undoubtedly encounter a Quiet Trust at some point, either because a client would like to create one, or needs guidance as a beneficiary or trustee of one, and they must understand the challenges posed by Quiet Trusts in New York.
By Gregory L. Matalon and Erik M. Olson | January 28, 2022
Many wealthy families completed gifting plans in 2021 to use the increased BEA, and will need to report taxable gifts on a Federal Gift Tax Return—Form 709.
By George Bischof | January 28, 2022
For clients considering nominating a non-domiciliary alien (NDA) as guardian, it's important to advise them on the provisions of SCPA 707(1)(c), which both declares most NDA's ineligible but also provides a mechanism for restoring eligibility through the appointment of a co-guardian.
By Dan Roe | January 18, 2022
New locations in Garden City and Bridgehampton will service fund managers, media moguls, real estate investors, and other well-heeled clients who have moved their residences and businesses out of the city.
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