New York Law Journal | Analysis
By Sharon L. Klein | January 26, 2024
In this article, Sharon L. Klein highlights the top 10 developments, lessons and reminders out of the trusts and estates field from the previous year.
New York Law Journal | Analysis
By Juliya L. Ismailov | January 26, 2024
This article discusses the background of the Corporate Transparency Act, its legislative framework and definitions, and—specific to the trusts and estates arena—what issues might arise with respect to reporting an ownership interest held in a trust.
New York Law Journal | Analysis
By Alison Powers Herman and Karen T. Schiele | January 26, 2024
Transferring assets to an intentionally defective grantor trust (IDGT) is a potentially powerful estate planning technique, allowing an individual to pass significant value to his or her intended beneficiaries transfer tax-free.
New York Law Journal | Analysis
By David I. Faust | January 26, 2024
Marriages may be made in heaven but, in the courts of the state of New York, marriages are treated as economic partnerships. There are three economic aspects to this partnership: equitable distribution, maintenance and child support. Trust law and matrimonial law intersect on all three.
New York Law Journal | Analysis
By Susan Rothwell | January 26, 2024
The purpose of this article is to alert practitioners to how easily a foreigner's New York estate can be compelled to bring a proceeding in a New York Surrogate's Court and owe federal (and sometimes state) estate taxes, all of which add significant expense and delays before beneficiaries can receive the New York property.
The Legal Intelligencer | News
By Amanda O'Brien | January 23, 2024
In addition to adding on one partner, two associates, and four staff members, Dilworth is taking over Yorkway Law Group's leases in Jenkintown, Feasterville and Doylestown.
By Michael S. Schwartz, Chair, Trusts and Estates Law Section | January 12, 2024
Michael S. Schwartz, chair of the Trusts and Estates Law Section, writes: As estate planning attorneys, we are taking that concept of flexibility and building it into our client's estate plans. That is because the estate tax laws are in a period of significant flux.
By Alexander Lugo | January 10, 2024
A restaurant owner claims he hired Cole Schotz and an associate to document a verbal agreement, with no engagement letter.
The Legal Intelligencer | Commentary
By Lisa S. Presser and Brian M. Balduzzi | January 8, 2024
This new act simplifies the rules for irrevocable trusts to mirror those in other jurisdictions, and it provides an opportunity for grantors to plan for new irrevocable trusts, and for grantors, trustees, and beneficiaries to review certain existing irrevocable trusts.
New York Law Journal | Analysis
By Conrad Teitell | December 22, 2023
In his Estate Planning and Philanthropy column, Conrad Teitell reflects on the Tax Reform Act of 1969, as he has been doing in recent years during the month of December, and shares a memory associated with the subject.
Presented by BigVoodoo
This event shines a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.
This conference aims to help insurers and litigators better manage complex claims and litigation.
Recognizing innovation in the legal technology sector for working on precedent-setting, game-changing projects and initiatives.
Harter Secrest and Emery is seeking a securities and capital markets attorney, senior associate or counsel level, with eight or more years o...
Are you a talented Estate Litigation Attorney looking to join a dynamic, full-service law firm with a focus on growth and collaboration? Her...