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By Ilene Sherwyn Cooper | February 3, 2023
A discussion of several Surrogate's Court opinions that rounded out 2022 and those that "raised the curtain on the New Year."
8 minute read
By Renee R. Roth and William P. LaPiana | February 2, 2023
Joint and survivor bank accounts, among the most common forms of ownership of property, have generated a raft of contested proceedings in our courts with problematic results. The latest proposed solution to the litigation, an amendment to Banking Law §675 suggested by the OCA Advisory Committee on Surrogate's Practice, is the topic of this column.
10 minute read
By Justin H. Brown and Brittany A. Yodis | January 31, 2023
Although last year has come to a close, fiduciaries still have some tools at their disposal that they can use to minimize last year's tax bill to estates, trusts and beneficiaries.
8 minute read
By Sharon L. Klein | January 27, 2023
11. Trustees Do Not Require Court Approval To Decant a Trust. Estates, Powers and Trust Law (EPTL) §10-6.6 permits "decanting," which allows the…
18 minute read
By Blake Betheil and Seth Langton | January 27, 2023
The New York Department of Taxation and Finance has a sophisticated residency audit program that frequently audits taxpayers who claim to have relocated.
8 minute read
By Jason J. Smith and David N. Hoffman | January 27, 2023
A new medical aid in dying bill will be introduced after the state legislature goes into its 2023 session. While the new bill's passage is uncertain, recent legal developments in other states, including Oregon, Vermont and New Jersey, all of which permit MAiD, could make MAiD for terminally-ill New York residents accessible outside of New York.
8 minute read
By Jill Choate Beier and Jennifer F. Hillman | January 27, 2023
Whatever particular situation a practitioner may be faced with, it is important to recognize that the nuances of cross-jurisdictional issues require additional due diligence in order to protect your client and yourself.
8 minute read
By Alec R. Borenstein | January 27, 2023
With our shifting financial world, where should estate planners turn to in this high interest rate environment?
8 minute read
By Lisa Willis | January 24, 2023
"We have been completely teed up and ready to go to trial," Coral Gables attorney Christopher Spuches said.
3 minute read
By Alexander Lugo | January 23, 2023
Prominent firms backed the campaign of a state representative who sponsored successful new litigation, and now they're staffing up in anticipation of fresh work.
5 minute read
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