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New York Law Journal

Jury Trials in Surrogate's Court

Every Surrogate's Court case is a special proceeding for which there is a presumption that no right to a jury trial exists. There is, however, a limited subset of a cases in which a Surrogate's Court proceeding may be tried to a jury.
9 minute read

The Legal Intelligencer

Qualified Personal Residence Trusts: An Estate Planner's Tool in a High Interest Rate Environment

QPRTs are most appealing for individuals who have, or will have, a taxable estate for estate tax purposes at the time of their death.
8 minute read

Daily Business Review

Connecticut's Wiggin and Dana Absorbs Boca Raton Trusts and Estates Boutique

The combination with Ellis Law gives the firm, historically concentrated in the Northeast, a second office in Florida.
3 minute read

New York Law Journal

NY Prosecutors Say They Stopped $6.3M From Going to Disbarred Lawyer's Trusts Conspiracy

After both men went to prison on grand larceny convictions, assistants from New York Attorney General's Charities Bureau petitioned a court to reinstate the Bruggeman's original trusts—and effort that one of the attorneys fought from prison, albeit unsuccessfully.
3 minute read

New Jersey Law Journal

Are You Really Ready for Natural Disasters?

"Experiences like the 4.8 magnitude earthquake can serve as a reminder or wake-up call about the importance of getting your estate plan in order," writes trusts and estates paralegal Melissa Acosta-Amarante.
5 minute read

Daily Business Review

Am Law Firm's $104K Attorney Fees Claim Struck by Florida Federal Court

"This situation is precisely why claims not raised before the court rules are forfeited; otherwise, the court's rulings would never be final," the U.S. District Court for the Southern District of Florida held.
4 minute read

Daily Business Review

Insights Into Florida Trust and Estate Litigation Trends

Trust and estate litigation is expanding in tandem with Florida's older adult population and greater life expectancy. According to the latest Census…
7 minute read

New York Law Journal

Stepping From 2023 Into the New Year

As 2023 came to an end, and 2024 began to unfold, the Surrogate and Appellate Courts throughout the state have been busy issuing decisions of interest—not only to the trusts and estate practitioner but to the bar at large.
10 minute read

New Jersey Law Journal

Trusts & Estates and Wealth Management Special Section 2024

This year's Trusts & Estates and Wealth Management Special Section runs the gamut. It includes articles about prenups and divorce, elder fraud, the SECURE Act, the Corporate Transparency Act, and much more.
3 minute read

New Jersey Law Journal

Time Is Running Out: Plan Now for Your Family's Future

"Are you prepared to capitalize on the unprecedented opportunity for tax planning prior to the 'sunset'?" write Jonathan Kukin and Marley A. Guerrera of Winne Banta Basralian & Kahn.
8 minute read

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