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The Legal Intelligencer

In re Testamentary Trust of John B. Conti, PICS Case No. 14-1591 (C.P. Philadelphia Sept. 17, 2014) Herron, J. (12 pages).

By | October 14, 2014
Removal of Trustee • Non-Judicial Settlement Agreement • Amendments To Trust • §7710.1
4 minute read

The Legal Intelligencer

In re Vlah, PICS Case No. 14-1594 (C.P. Lawrence Sept. 8, 2014) Hodge, J. (10 pages).

By | October 14, 2014
Common-Law Marriage • Demonstrative Evidence • Family Law • Letters of Administration
3 minute read

New York Law Journal

Matter of Leong

By | October 10, 2014
Court Sets Hearing Regarding Fiduciary's Alleged Interference With Probate Process
2 minute read

Legaltech News

Del Law Adds Digital Assets to Estate Planning

Delaware enacts model law allowing fiduciary access to digital assets.
2 minute read

New York Law Journal

Matter of Kim

By | October 03, 2014
Testamentary Instrument Titled Codicil Fits Statutory Requirements, Admitted to Probate
2 minute read

The Legal Intelligencer

Estate Administration With Qualified Retirement Benefits

In our last column, we covered the topic of estate planning with qualified retirement benefits. Now we will address the end result—how to proceed upon the death of the account owner to ensure that the account balances are transferred to the beneficiaries as tax-efficiently as possible. The same overall minimum distribution rules will apply whether the account is in a qualified retirement plan, a traditional IRA or a Roth IRA.
8 minute read

New York Law Journal

A Matter of Interpretation: Construction of Wills

In her Trusts and Estates Update, Ilene Sherwyn Cooper writes: The construction of a testamentary instrument can play an important role in ascertaining the disposition of an estate, the interests of its beneficiaries, and the duties and responsibilities of its fiduciary. The intent of the testator, the meaning of the words used, and extrinsic evidence all may affect the interpretation of the document, as recent cases demonstrate.
12 minute read

New York Law Journal

Ex-Counsel to Bronx Public Administrator Pleads to Larceny

The former longtime counsel to the Bronx Public Administrator has pleaded guilty to grand larceny after intentionally overcharging estates almost $146,000 for his legal services.
3 minute read

New York Law Journal

Estate of Coren

By | October 01, 2014
Court Excuses Public Administrator From Acting as Fiduciary of Estate
2 minute read

New York Law Journal

Madoff Son Was Under Investigation Until His Death

Bernard Madoff's last surviving son was under investigation for possible involvement in his father's multibillion-dollar Ponzi scheme until the day he died from cancer earlier this month, but scrutiny over his $16 million estate lives on.
5 minute read

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