By Jason Grant | January 3, 2023
"Although an attorney representing the executor of an estate, generally, is not liable to the beneficiaries of the estate, as the attorney does not represent the estate itself, when fraud, collusion, malicious acts, or other special circumstances exist, an attorney may be liable to ... for harm caused by professional negligence," the Second Department justices wrote.
The Legal Intelligencer | Commentary
By Justin H. Brown and Brittany A. Yodis | December 29, 2022
Early and often estate planning is essential for business owners and entrepreneurs. With proper planning, business owners and entrepreneurs can save themselves time and expense in the future, and position themselves for extraordinary success as their business grows.
By Andrew Denney | December 29, 2022
Trusts and estates attorneys with cases in Brooklyn Surrogate's Court told the Law Journal that Thompson's refusal to work directly with Buckheit on the so-called Even Docket caused delays in cases often filled with time-sensitive matters.
The Legal Intelligencer | Commentary
By Allison M. Bustin | December 20, 2022
As an attorney in Eckert Seamans Cherin & Mellott's estates and trusts practice, imagine my surprise when Episode 5 aired, and suddenly my practice area was front and center of this engrossing series' build up to the season finale—and promised answer to the "whodunnit" structure of the series.
By Adolfo Pesquera | December 19, 2022
"If ever there were a case where a reasonable lawyer should question the source of his client's funds, it is these cases,"U.S. Bankruptcy Judge Craig Gargotta found.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | December 17, 2022
It's time for our annual year-end tax planning tips. Hopefully some of our readers have already started to think about (or better yet, implement) year-end planning.
The Legal Intelligencer | News
By Marianna Wharry | December 9, 2022
The ODC's audit of financial records revealed that the attorney paid himself $4,250 for "legal fees" in February 2019 and exceeded 200 ATM withdrawals. Some of the withdrawals were taken without an identifying the purpose, and he also made debit card purchases from Sunoco, TGI Fridays, Verizon, Progressive Insurance, and the Philadelphia Parking Authority.
Daily Business Review | Commentary
By Ellen Morris | December 7, 2022
Supplemental, aka special needs trusts (SNTs), are an excellent vehicle to hold assets for persons with disabilities. This article discusses the different types of SNTs, the benefits and implications of SNTs and the accounting requirements of SNTs.
Daily Report Online | Commentary
By Preston D. Holloway | December 6, 2022
The biggest question is: How much are we obligated to pay upon a compensable death claim and for how long?
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | December 2, 2022
The Surrogate's and Appellate courts throughout the state weighed in on issues significant to the estate practitioner.
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