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New York Law Journal

Once More Unto the Breach 

Joint and survivor bank accounts, among the most common forms of ownership of property, have generated a raft of contested proceedings in our courts with problematic results. The latest proposed solution to the litigation, an amendment to Banking Law §675 suggested by the OCA Advisory Committee on Surrogate's Practice, is the topic of this column.
10 minute read

The Legal Intelligencer

New Year, Fresh Start: Tax-Planning Tools for Fiduciary Income Tax

Although last year has come to a close, fiduciaries still have some tools at their disposal that they can use to minimize last year's tax bill to estates, trusts and beneficiaries.
8 minute read

New York Law Journal

Top Developments, Lessons and Reminders of 2022

11. Trustees Do Not Require Court Approval To Decant a Trust. Estates, Powers and Trust Law (EPTL) §10-6.6 permits "decanting," which allows the…
18 minute read

New York Law Journal

Getting Away: Ending New York Tax Residency

The New York Department of Taxation and Finance has a sophisticated residency audit program that frequently audits taxpayers who claim to have relocated.
8 minute read

New York Law Journal

Trusts and Estates Planning Implications of Recent Developments in Medical Aid in Dying Legislation

A new medical aid in dying bill will be introduced after the state legislature goes into its 2023 session. While the new bill's passage is uncertain, recent legal developments in other states, including Oregon, Vermont and New Jersey, all of which permit MAiD, could make MAiD for terminally-ill New York residents accessible outside of New York.
8 minute read

New York Law Journal

Can You? Should You? When Your Trusts and Estates Client Crosses New York State Lines

Whatever particular situation a practitioner may be faced with, it is important to recognize that the nuances of cross-jurisdictional issues require additional due diligence in order to protect your client and yourself.
8 minute read

New York Law Journal

Will High Inflation Be a Game Changer for Estate Planning?

With our shifting financial world, where should estate planners turn to in this high interest rate environment?
8 minute read

Daily Business Review

Paralegal Faces Criminal Charges, Civil Lawsuit Over Dead Attorney's Estate

"We have been completely teed up and ready to go to trial," Coral Gables attorney Christopher Spuches said.
3 minute read

Daily Business Review

As Florida's Changing Trust Laws Attract Big Players, Law Firms Are Doubling Down

Prominent firms backed the campaign of a state representative who sponsored successful new litigation, and now they're staffing up in anticipation of fresh work.
5 minute read

Texas Lawyer

Conflict of Interest: Small Houston Law Firm Snared in Dispute Between Oil Magnates

The boutique firm faces a breach-of-fiduciary-duty lawsuit.
5 minute read

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