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New York Law Journal

Revocable Inter-Vivos Trusts

William Schwartz, Counsel to Cadwalader, Wickersham & Taft, writes: The revocable inter-vivos trust is the cornerstone of modern estate planning. Given the extensive control retained by the settlor to revoke and/or amend the trust, the question arises as to whether this "will substitute" should be subject to the substantive rules relating to wills, even though there are different formalities incident to the execution of a revocable inter-vivos trust than a will.
14 minute read

New York Law Journal

Petition Seeking Turnover of Alleged Estate Funds From Co-Administrator Time-Barred

Petition Seeking Turnover of Alleged Estate Funds From Co-Administrator Time-Barred
2 minute read

New York Law Journal

Depending on One Property's Status, Executor Ordered to File Interim or Final Account

Depending on One Property's Status, Executor Ordered to File Interim or Final Account
2 minute read

New York Law Journal

Judge Enjoins Distribution of Prisoner's Inheritance

A judge in Albany has frozen a state prison inmate's $227,000 inheritance, pending a determination on what, if anything, he owes to victims.
2 minute read

New York Law Journal

Panel Favors Ex-Father-in-Law in Will Dispute

Robyn Lewis died in 2010, leaving only one significant asset: property that had been in her family for generations. Now, with New York law banning her ex-husband from being her beneficiary, and a supposed new will leaving everything to her brothers missing, her once father-in-law stands to inherit.
5 minute read

Connecticut Law Tribune

Elder Law: Tax Law Changes Will Impact Estates And Trusts

With the start of 2014 and tax season already underway, now is a good time for people to once again consider the impact that tax law changes will have on their personal financial future. In particular, for those with estate plans in place and funded trusts, now is the time to develop and implement tax savings strategies.
4 minute read

New York Law Journal

Matter of the Estate of Berlin

Petition Seeking 'Walk-Through' of Decedent's Home to Identify Assets for Turnover Denied
1 minute read

New York Law Journal

Matter of the Estate of Thompson

Conflicting Issues Regarding Permitting Gift By Implication Preclude Summary Judgment
2 minute read

The Recorder

Lintz v. Lintz

By | January 15, 2014
4 minute read

New York Law Journal

Matter of the Estate of Dorfman

Court Denies Coexecutor's Motion to Vacate Default; Proffered Excuse Found Insufficient
2 minute read

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