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New York Law Journal

Budget Brings Dramatic Changes to Trusts and Estates Laws

Sharon L. Klein, managing director of family office services and wealth strategies at Wilmington Trust, N.A., reviews upcoming changes, including the increase in the New York estate tax exclusion amount, changes to prevent deathbed gifts from escaping estate tax and changes to resident and incomplete gift, non-grantor trusts.
13 minute read

New York Law Journal

Estate of Bernfeld

By | April 21, 2014
Decedent's Dental Partner Ordered to Comply With Discovery Demands by Estate's Executor
2 minute read

The Recorder

Estate of Sobol

By | April 21, 2014
4 minute read

New York Law Journal

Matter of Griffin

Court Fixes Attorney Fess and Disbursements, Allows Division of Net Proceeds of Settlement
2 minute read

New York Law Journal

Matter of Yarm

Beneficiary Granted Leave to Amend Petition For Construction of Decedent's Last Will
2 minute read

The Recorder

Kalenian v. Insen

By | April 14, 2014
4 minute read

New York Law Journal

Motion Practice in the Surrogate's Court

In her Trusts and Estates Update, Farrell Fritz partner Ilene Sherwyn Cooper writes: The past several months have seen a variety of motions being made in the Surrogate's Court seeking, among other things, summary judgment, dismissal, injunctive relief and discovery. While motion practice often heightens the hostility between the parties, it can also serve to streamline and eliminate issues provoking litigation.
14 minute read

New York Law Journal

Matter of Bruccoleri

Executor's Attorney Granted Motion to Be Relieved as Counsel
2 minute read

New York Law Journal

Decanting and Compulsory Accounting Under New York Law

J. Dinsmore Adams, Jr. and Michael S. Schwartz of Curtis, Mallet-Prevost, Colt & Mosle, write: While decanting is a powerful tool that has become increasingly popular in recent years among estate planners, the use of this device implicates other legal issues that must be considered.
11 minute read

The Legal Intelligencer

Muscarella v. Commw. , PICS Case No.14-0446 (Pa. Commw. March 14, 2014) McCullough, J. (28 pages).

By | April 08, 2014
Real Property Tax Rebate • Senior Citizens • "Claimant" • Estates
4 minute read

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