New York Law Journal | Analysis
By Raymond Radigan and David Milner | February 26, 2021
In December, Gov. Andrew Cuomo signed a series of amendments that made significant changes to the requirements for statutory powers of attorney in the state of New York. The changes, as discussed by C. Raymond Radigan and David Milner in this edition of their Trusts and Estates Law column, are an effort on the part of the New York Legislature to address issues that had become problematic with the use of the existing statutory power of attorney.
New York Law Journal | Analysis
By Alison Powers Herman and Karen Schiele | February 19, 2021
While it remains challenging to predict the timing and magnitude of changes to the federal lifetime exemption amount, effective estate planning strategies, including lifetime gifts, can provide substantial tax benefits whether exemptions decrease in the near future or not.
New York Law Journal | Analysis
By Daniel G. Fish | February 17, 2021
On Dec. 15, 2020, Gov. Andrew Cuomo signed legislation that made significant changes to the statutory short form power of attorney, effective on June 13, 2021. In this edition of his Elder Law column, Daniel G. Fish examines the changes.
By The Legal Intelligencer | February 16, 2021
In The Legal's Wealth Management/Trusts & Estates supplement read about protecting a married child's inheritance and learn why estate planning is essential for women, especially after the turbulent year that was 2020.
The Legal Intelligencer | Commentary
By Stefanie Pate and Melanie Cuddyre | February 9, 2021
For many women, a "what if?" situation leaves them in the dark with regard to finances and wealth. In the past, women played a more traditional role in their households.
The Legal Intelligencer | News
By Justin Henry | February 5, 2021
McNees firm chair Brian Jackson said the group's multimillion-dollar practice will also present cross-selling opportunities.
The Legal Intelligencer | Commentary
By Angela D. Giampolo | February 1, 2021
Most people view estate planning in the same way they view a root canal: put it off until the pain is too great to ignore any longer. As practitioners we know that's not true, but we have to make going through the process more palatable to our clients.
By Amanda Bronstad | January 29, 2021
A court-appointed attorney has recommended that the brother of Tom Girardi serve as temporary conservator of his estate for limited purposes but not for him personally. The recommendation, in which the attorney interviewed Tom Girardi, comes ahead of a Monday hearing in a conservatorship petition filed by Robert Girardi, a dentist, who said his brother's condition "has sadly deteriorated to the point where he cannot care for himself without assistance."
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | January 29, 2021
In this edition of her Trusts and Estates Update, Ilene Sherwyn Cooper reviews some of the more interesting decisions that concluded last year.
New York Law Journal | Analysis
By Julian B. Modesti and Meaghan T. Feenan | January 27, 2021
A discussion of the most common evidentiary obstacles trusts and estates litigators should be aware of, including: (1) the probate exception to the attorney-client privilege; (2) how to invoke the Three-Two Year Rule; and (3) the Dead Man's statute.
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