Kassandra Polanco

Kassandra Polanco

April 29, 2022 | New York Law Journal

SCPA Article 17 Guardianships: How To Invest for a Minor

With court approval, a guardian can jointly control guardianship funds with a bank, credit union, or other financial institution. This type of investment agreement can significantly benefit the infant, while also providing the Surrogate with security in knowing that an established financial institution is a party to the agreement and subject to the Surrogate's oversite.

By Raymond Radigan and Kassandra Polanco

8 minute read

September 10, 2021 | New York Law Journal

Is the Third Time the Charm? NYS Assembly Considers Amendment Increasing Individual Charitable Trustee Commission in 2021 Legislative Session

In this Trusts and Estates law column, Raymond Radigan and Kassandra Polanco discuss proposed legislation that would increase the commission of an individual charitable trustee, and allow such commission to be derived from both the income and principal of a wholly charitable trust.

By Raymond Radigan and Kassandra Polanco

8 minute read