Gregory R. Bruno

December 13, 2024 | New York Law Journal

Should the fiduciary permit those individuals to share in the class gift? Missteps in this decision can, and often do, lead to the assertion of claims against the fiduciary followed by costly, protracted litigation. This article aims to assist fiduciaries of New York trusts and estates in navigating this dilemma while minimizing the risk of litigation.

By Gregory R. Bruno and Alfred W. J. Marks and Emma K. Pletenycky

8 minute read

August 14, 2024 | New York Law Journal

The authors discuss the elements and application of the "Dead Man's Statute" and offer practical guidance for practitioners to effectively employ the statute, as well as suggestions for potential applications that might not be directly apparent from the text of the statute but give effect to its underlying purpose.

By Gregory R. Bruno and Alfred W.J. Marks

8 minute read

February 09, 2024 | New York Law Journal

This article discusses the implications of the 'Samuel' case, especially for Surrogate's Court practitioners. As the use of generative AI tools becomes more prevalent, this decision serves as an important reminder of the age-old adage: don't believe everything you read on the internet.

By Gregory R. Bruno and Alfred W.J. Marks

8 minute read