New York Law Journal | Analysis
By Daniel F. Lindley and Elisa Shevlin Rizzo | March 18, 2019
Irrevocable trusts often leave the trustee with limited flexibility to address unanticipated circumstances, investment challenges, or outdated administrative provisions. There are, however, techniques for improving this situation, the availability of which depends upon the jurisdiction governing the trust. This article compares the options under New York and Delaware law.
By Leslie Wilsher, Hope Winthrop and JoAn Pangilinan-Taylor | March 15, 2019
Families are complex systems. Mediation allows the parties to address emotional and inter-relational matters that cannot be addressed in the courtroom, but that might otherwise impede the settlement process. Providing a forum in which parties can feel heard, instead of having “to prove,” may allow them to move past these obstacles, leading to a more expedient and efficient resolution.
New York Law Journal | Analysis
By C. Raymond Radigan and Lois Bladykas | March 8, 2019
In this Trusts and Estates Law column, C. Raymond Radigan and Lois Bladykas present the first in a series of articles concerning contested probate proceedings in Surrogate's Court.
By Jason Grant | March 7, 2019
The Manhattan appeals court sided with the 91-year-old niece of Archbishop Fulton J. Sheen, a revered Catholic figure, based largely on her and a monsignor's testimony about Sheen's reverence for sainthood—and based on the chance that, after the transfer happens, he will be declared a saint.
By Christine Simmons | February 6, 2019
The acquisition increases Moritt Hock's head count to 76 and doubles the size of its trust and estates practice.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | February 1, 2019
In her Trusts and Estates Update, Ilene Sherwyn Cooper writes: While a defective pleading may sometimes be remedied by way of an amendment, courts are not always inclined to grant such relief, and even have gone so far as to dismiss pleadings for failure to state a cause of action.
By Colby Hamilton | January 31, 2019
Guy Parisi pleaded guilty to to a federal mail fraud charge after being indicted in August.
By Angela Turturro | January 24, 2019
In this Special Report: "Top 10 Developments, Lessons and Reminders of 2018," "Addiction, Disinheritance and Enabling: An Avoidable Outcome," "'Estate of Seiden': An Opening of the Floodgates, or a Crack in the Wall?" and "Self-Settled Spendthrifts, Illusions and Shams: When an Asset Protection Trust Affords No Protection."
By Sharon L. Klein | January 18, 2019
From new legislation, to important proposals, to instructive case law, 2018 saw some significant developments, lessons and reminders.
By David E. Siegfeld | January 18, 2019
Family members, especially parents, have difficulty in addressing how to plan their estates when a loved one is struggling with the disease of addiction. A proper estate plan can help establish certain benchmarks in order to ensure that a bequest is properly safeguarded against abuse, while at the same time provide resources to the intended beneficiary for both their personal needs and to assist with their struggles in addiction.
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