By Andrew R. Verriere and Ryan J. Szczepanik | October 6, 2021
Some courts are setting the initial hearing for trust-related petitions out as far as 10 months from the date of filing. Litigants have an alternative when facing these unavoidable delays: their right to refer matters to a private judge for resolution.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | October 1, 2021
In her Trusts and Estates Update, Ilene Sherwyn Cooper writes that the past several months saw a continuum of opinions rendered by the Surrogate's Court addressed to issues affecting the practice of trusts and estates. She examines three of the opinions here.
By Sarah Wentz | September 29, 2021
It's the Britney effect: Ever since the pop star told a Los Angeles judge in 2019 that she was being abused by her conservators, including her father Jamie Spears, her case has put a spotlight on the need for meaningful protections for the most vulnerable.
Daily Business Review | Commentary
By Sarah Wentz | September 29, 2021
It's the Britney effect: Ever since the pop star told a Los Angeles judge in 2019 that she was being abused by her conservators, including her father Jamie Spears, her case has put a spotlight on the need for meaningful protections for the most vulnerable.
By William W. Bedsworth | September 27, 2021
"And my 24 years on this bench have enlightened me to one of the least attractive aspects of our citizenry: familial greed. So help me, trusts and estates cases have often reduced me to wondering if there's a way to resign from my species and re-classify as a golden retriever or a woodchuck."
Daily Business Review | Analysis
By Dan Roe | September 23, 2021
After years on the rise, the estate tax exemption appears likely to fall during the Biden administration. Wealthy clients are already getting their affairs in order, but the trusts and estates bench has relatively few lawyers with the necessary experience and education.
Daily Business Review | Profile
By Dan Roe | September 13, 2021
"Consumer debt is a significant problem and it's a lot of the reason why people don't get legal help," Stewart said.
New York Law Journal | Analysis
By Angela Turturro | September 13, 2021
In this Special Report: "New York's Latest Legislative Session: What Passed, What Didn't, What's Next," "Asset Protection Trusts for Cryptocurrencies and Digital Assets," "Getting 'Ink on Paper': Executing Wills for Clients Who Are Away From Home During the Pandemic," "2021 Power of Attorney Changes: A Step in the Right Direction" and "Utilizing Current High Gift Tax Exemptions Before 2026 (or Sooner)."
By Sharon L. Klein | September 10, 2021
The first year of the 2021-2022 legislative session, which began on Jan. 6, 2021 ended on June 10, 2021. Here are some of the most significant developments.
By George Bischof | September 10, 2021
This article presents ideas that are intended to help a practitioner complete an estate planning engagement by getting important documents duly executed.
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