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New York Law Journal

Arbitration and Mediation: Role of Surrogates in Settlement Conferences

  In Surrogate's Court practice, as a result of the pandemic and resulting delays, and an unprecedented shortage of court staff, both the courts…
5 minute read

The Legal Intelligencer

Four Estate and Tax Planning Opportunities in an Uncertain Environment

The scheduled changes to the current tax laws and the potential for tax law changes prior to the cliff, as was attempted last year by the Biden administration, create ambiguities for clients and challenges for practitioners. Despite this uncertainty, there are planning opportunities for clients in the right situations.
7 minute read

New York Law Journal

Administration's Proposals Affecting Charities and Donors

Among the Treasury's 224-page "Green Book" proposals that would affect federal income, gift and estate taxes, I highlight two among the charitable proposals: (1) Charitable Lead Annuity Trusts (CLATs), and (2) Private Foundation transfers to Donor Advised Funds.
7 minute read

New York Law Journal

A Court Rightfully Protects Spouses of WTC Firefighters

A discussion of Justice Karen Rothenberg's recent decision McClean v. The Bd. of Trustees of the Fire Dep't of the NYC Pension Fund, where Kathleen McClean, wife of the late firefighter Dennis McClean, was finally offered justice by being granted Line-of-Duty Death Benefits after being denied due to what the author terms "hyper-literalism."
8 minute read

The Legal Intelligencer

Barley Snyder Acquires Lebanon Firm Reilly Wolfson

The lawyers are aiming to reach a growing legal market in Lebanon.
3 minute read

Daily Business Review

It's Spring: Calling Safes and Outs on Fiduciary Managment

Personal representatives and trustees are both held to the same standard of care as specified in Fla. Stat. 733.602(1), 733.609(1) and 736.0804. Personal representatives and trustees must both make prudent investment decisions and employ prudent investment strategies.
10 minute read

New Jersey Law Journal

Assets Exempt From Equitable Distribution Upon Divorce

If the asset principal is never comingled, it will remain exempt from equitable distribution except; however, income earned off this exempt asset may be considered for calculation of child support or alimony.
13 minute read

The Legal Intelligencer

I Have Moved to Florida: Is My Out-of-State Will Valid? If Not—What's Next?

With the influx of new residents comes many out-of-state wills drafted under varying state laws. Whether out of state wills are valid under Florida law is a question being addressed in probate matters more and more each year.
6 minute read

New York Law Journal

Appellate and Surrogate's Courts Weigh In on Trusts and Estates Practice

Recent weeks have seen Surrogate and Appellate Court opinions addressed to a multitude of issues affecting trusts and estates practice. This month's column will examine there of those decisions of interest.
8 minute read

New Jersey Law Journal

Lawyer Not Admitted in New Jersey Held Not Liable for Legal Work Performed in Garden State

New York attorney P. Gregory Hess of Davidson, Dawson & Clark was not admitted in New Jersey when he visited the state to help an elderly woman execute her will from her hospital bed.
4 minute read

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