Trusts and Estates

  • New York Law Journal

    Estate of Rafic

    By newyorklawjournal | New York Law Journal | June 23, 2017

    Daughters Denied Disqualification of Decedent's Spouse From Administrator Appointment

  • New York Law Journal

    IRS Disallowed Charitable Deductions Lacking Donative Intent; Tax Court Disagrees

    By Conrad Teitell | June 23, 2017

    In his Estate Planning and Philanthropy column, Conrad Teitell discusses 'McGrady', T.C. Memo, 2016-233, a case in which a donor claimed $4.7 million in charitable deductions for conservation easement gifts. The IRS found that the donor lacked donative intent, and the Tax Court held otherwise.

  • New York Law Journal

    Will of Dziubkowski

    By newyorklawjournal | New York Law Journal | June 19, 2017

    Proponent Directed to Provide Discovery Documents, or Have Probate Petition Struck

  • New York Law Journal

    Estate of Walder

    By newyorklawjournal | New York Law Journal | June 19, 2017

    Stipulation Sufficient Proof Parties Intended To Designate Attorney Administrator, Enforced

  • New York Law Journal

    Will of Bilde

    By newyorklawjournal | New York Law Journal | June 16, 2017

    Movant Fails to Establish Meritorious Claim To Set Aside Decree Admitting Will to Probate

  • New York Law Journal

    Matter of Ingraham

    By newyorklawjournal | New York Law Journal | June 16, 2017

    Releases From Grantor, Former Co-Trustee Did Not Relieve Ex-Trustee From Accounting

  • New York Law Journal

    Matter of Block

    By newyorklawjournal | New York Law Journal | June 9, 2017

    Insufficient Proof Submitted to Establish Identities of Decedent's Distributees

  • New York Law Journal

    Raymond Loubier Irrevocable Trust v. Loubier

    By newyorklawjournal | New York Law Journal | June 9, 2017

    Citizenship of Trustees Controls Diversity Determination in Dispute Over Inheritance

  • New York Law Journal

    Matter of Flender

    By newyorklawjournal | New York Law Journal | June 9, 2017

    Executors Fail to Make Case For Dismissal Of Objections to Proceeding to Gain Property

  • New York Law Journal

    Duress as an Objection to Probate

    By Ilene Sherwyn Cooper | June 9, 2017

    In her Trusts and Estate Update, Ilene Sherwyn Cooper write that Surrogate's Court decisions on the question of duress, though sporadic, have utilized the approach taken in 2011 by the New York County Surrogate's Court in 'Matter of Rosasco' and the Restatement [Third] Property in analyzing the issue. Recently, the opinions in 'In re Young' and 'In re Alini' have followed suit, each addressing the question of duress, but with differing results.

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