By Raychel Lean | December 10, 2020
It's a case that clarifies the rights of surviving relatives, as the appellate panel found that if they over burial or cremation each side should be able to present evidence so a judge can decipher the decedent's actual wishes.
By Catherine Wilson | December 7, 2020
A bid to gain control of two family-owned companies required success in two probate cases.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | December 4, 2020
Recent opinions addressed to the issues surrounding the appointment and removal of a fiduciary are examined by Ilene Sherwyn Cooper in this month's edition of her Trusts and Estates Update.
New York Law Journal | Analysis
By Sidney Kess | November 23, 2020
In his Tax Tips column, Sidney Kess writes that numerous tax law changes from recent legislation, including the SECURE Act and the CARES Act, may influence last-minute actions.
New Jersey Law Journal | Analysis
By Janie Byalik | November 11, 2020
Simply put, holding that a fiancé's death is akin to the voluntary termination of an engagement defies logic, and does not comport with the traditional and historical view concerning the symbolic nature of an engagement ring.
New York Law Journal | Analysis
By Raymond Radigan and Lois Bladykas | October 30, 2020
In their Trusts & Estates Law column, Raymond Radigan and Lois Bladykas address an important question for account owners and their estate planning attorneys: Is the account in question truly a joint account, or is it merely a convenience account? While this may appear to be a simple question, this issue is ripe for litigation and frequently plays out in the courts after one of the account owners passes away.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | October 29, 2020
It's that time of year again—pumpkins, hayrides and year-end tax planning. With the upcoming election, which, depending on the results, brings the possibility of a reduction in the federal estate and gift tax exemption, we are anticipating a particularly busy year-end.
Daily Business Review | Commentary
By Sarah J. Wentz and Ana Maria Correa | October 28, 2020
Moving to Florida is no longer just for retirees. Clear trends show that a younger generation of Americans is moving to the Sunshine State, perhaps due to the COVID-19 pandemic. Single-family home sales have more than doubled in parts of the state, as these individuals and families seek additional space and amenities.
New York Law Journal | Analysis
By Conrad Teitell | October 23, 2020
This is an especially opportune time for individuals who are "wealthy" (defined soon—in a gift and estate tax context) and charitably minded to create charitable lead annuity trusts, writes columnist Conrad Teitell.
The Legal Intelligencer | News
By Katheryn Tucker | October 15, 2020
"My argument to the Supreme Court in a nutshell is we properly raised the statute of limitations prior to the beginning of trial," defense attorney Jesse Daniel said.
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