New York Law Journal | Analysis
By Matthew D. Van Leer-Greenberg | August 18, 2022
Decanting is an invaluable tool for estate planners, as it can aid in modernizing a trust that no longer conforms to the intended wishes of the grantor, or contains stale trust provisions which would ultimately harm the intended beneficiaries.
Connecticut Law Tribune | News
By Emily Cousins | August 11, 2022
"The other defendants, who were mostly caught in the middle, ended up administrating a trust that they thought was legitimate," plaintiff counsel said. "They didn't have any reason to think it was fraudulent, but they still had to be involved in the case."
New York Law Journal | Analysis
By Daniel G. Fish | August 9, 2022
There is little statutory guidance in New York state for a notary who is attempting to notarize a document by mark for a disabled individual. This article looks at the legal quandaries that may arise with a client who cannot write out his or her name or is otherwise unable to sign a document and also addresses the idea of notarization by mark or notarization by proxy in New York state.
New York Law Journal | Analysis
By Lindsay H. Gill | August 9, 2022
In this article, Lindsay H. Gill discusses red flags that may help advocates spot fraud and mismanagement, as well as the techniques investigators use to uncover evidence to determine whether fraud has occurred.
By Cassandre Coyer | August 8, 2022
Trustate's founders discuss how they grew a startup during the pandemic and why they believe the importance of data is often overlooked in the estate process.
Daily Business Review | Commentary
By Ellen S. Morris | August 4, 2022
Your client is the trustee or the beneficiary of a irrevocable trust and wants to change or terminate it. What if the other beneficiaries or the trustee don't agree to the change or termination? Well, then you can't use a nonjudicial settlement agreement under Florida Statute 736.0111, so what can be done now?
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | July 29, 2022
In her Trusts and Estates Update, Ilene Sherwyn Cooper discusses several decisions of interest from this past Spring covering issues of breach of fiduciary duty, powers of attorney, and gifts.
New York Law Journal | Analysis
By Bruce M. DiCicco | July 29, 2022
This article focuses on the rules of estate administration in the Surrogate's Courts that are applicable in situations that are fairly common for New York City personal injury lawyers.
The Legal Intelligencer | Commentary
By Justin H. Brown and Brittany A. Yodis | July 28, 2022
Anyone who has ever taken a ride on a roller coaster knows that what goes up must come down. Gravity is the force that keeps us grounded and assures that nothing strays too far from earth. Interest rates, however, are not subject to the laws of gravity, and as inflation continues, interest rates will continue to defy gravity.
By Patrick Smith | July 12, 2022
Kelley Drye's strategic vision "doesn't include the private client practice" anymore, said Carolyn Caufield, who is Herrick's new private client practice chair.
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