By Ilene Sherwyn Cooper | June 2, 2023
As the summer months approach, and the winter and spring seasons leave their trail behind, we consider the many instructive opinions rendered by the Surrogate and Appellate courts affecting the field of trusts and estates.
10 minute read
By ALM Staff | June 2, 2023
This ruling was selected and summarized by the New York Law Journal's decision editors.
2 minute read
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | May 31, 2023
The one question that a lot of our clients are not expecting toward the end of our estate planning meeting is how they want their assets to pass in the event of a "family catastrophe." As if planning for death isn't difficult enough, there is even more to think about should this unexpected contingency become a reality.
5 minute read
By Adolfo Pesquera | May 30, 2023
Three bills are intended to improve communications in connection with guardianship proceedings.
4 minute read
By Jane Wester | May 26, 2023
Gibson Dunn & Crutcher partner Mitchell Karlan said his client, defendant Veronica Bulgari, plans to move for summary judgment shortly.
3 minute read
By Law Journal Editorial Board | May 21, 2023
Senate Bill 3341, concerning estate cases with claims of undue influence, is a remedy in search of a problem.
3 minute read
By Frederick K. Schoenbrodt II and Megan E. Cannella | May 19, 2023
At death, an individual who made no taxable gifts during life will have the entire basic exclusion amount remaining. An individual who made taxable gifts during life will have something less than the full basic exclusion amount remaining since a portion would have been applied to those lifetime gifts. In either event, the remaining basic exclusion amount, full or partial, will be available to apply against taxable transfers occurring at the individual's death.
9 minute read
By Katie Hall | May 18, 2023
The two-week trial centered around the interpretation of the last will and testament of Alan Bean and the corresponding administration of his estate, including claims of breach of fiduciary duty against both of the co-executors for their roles in the administration of Alan Bean's estate.
3 minute read
By Emily Cousins | May 15, 2023
"I love digging into the evidence and trying to find the key pieces—the needle in the haystack, so to speak," plaintiffs lawyer Mike Snellings said.
4 minute read
By Howard Vigderman | May 12, 2023
Regardless of a client's income level, and even for clients with seemingly straightforward goals, DIY estate planning is generally not a good idea for many reasons.
8 minute read
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Professional Announcement
Frederick D. Miceli has joined the firm as Of Counsel
Professional Announcement
