New York Law Journal | Analysis
By Ilene Sherwyn Cooper | June 3, 2022
This column addresses several decisions of interest recently handed down by the Surrogate's and Appellate Courts.
New Jersey Law Journal | Analysis
By Stephen McNally and Paige M. Bellino | June 1, 2022
For those facing tax foreclosure, a seemingly small revision will make it more difficult to sell their property and salvage any equity before the property is lost to foreclosure.
The Legal Intelligencer | News
By Aleeza Furman | May 24, 2022
The frontline appeals court opinion examined PNC Bank's appeal of an Orphans' Court decision granting a motion to compel discovery, in which the bank argued that a fiduciary exception ran contrary to Pennsylvania law.
By Dan Packel | May 18, 2022
Law firms recognize the demand from baby boomers passing along their wealth to the next generation. But underwriters look at the practice and see big potential payouts.
By Dan Packel | May 18, 2022
Law firms recognize the demand from baby boomers passing along their wealth to the next generation. But underwriters look at the practice and see big potential payouts.
The Legal Intelligencer | Commentary
By Courtney Wentzel, Lauren Anthony and Casey Hunt | May 13, 2022
Pursuit of a guardian to oversee that person and his finances may be an appropriate and effective course of action. A guardian can be appointed by the court to make decisions for another.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | May 2, 2022
In addition to taking care of one's financial matters after death, it may be just as important to make sure that a plan is in place for the management of one's finances during life if one becomes unable to do so.
Daily Business Review | Commentary
By Tasha K. Dickinson and Leigh E. Furtado | May 2, 2022
With nonfungible tokens (NFTs) and cryptocurrencies entering mainstream conversation, it is critical that estate planners and financial advisers understand both the underlying technology and how to advise clients on planning for digital assets.
New York Law Journal | Analysis
By Raymond Radigan and Kassandra Polanco | April 29, 2022
With court approval, a guardian can jointly control guardianship funds with a bank, credit union, or other financial institution. This type of investment agreement can significantly benefit the infant, while also providing the Surrogate with security in knowing that an established financial institution is a party to the agreement and subject to the Surrogate's oversite.
By Dan Roe | April 29, 2022
The Manhattan-based midsize firm merged with an appellate boutique and a family law firm in Boca Raton, adding 11 attorneys and establishing a beachhead to grow real estate and transactional practices in the region.
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