By Kevin P. O'Brien | January 28, 2020
To the relief of many trusts and estates practitioners, the court's decision brings an end to the short-lived 'Barefoot' era in trusts and estates litigation.
By Raychel Lean | January 27, 2020
The plaintiffs sued Boca Raton attorney Thomas Katz over his handling of their mother and stepfather's estate planning, but he maintained everything was done by the book.
By Robert M. Harper, Chair, Trusts and Estates Law Section | January 24, 2020
Robert M. Harper, Chair of the NYSBA Trusts and Estates Law Section, discusses Article 13-A of the Estates, Powers and Trusts Law, New York's digital assets legislation.
By Angela Turturro | January 21, 2020
In this Special Report: "Top 10 Developments, Lessons and Reminders of 2019," "How Annual Trust Accountings Can Help Trustees Minimize Risk" and "Tax Scams and the General Population."
New York Law Journal | Analysis
By Yolanda Kanes, Maryann Stallone and Amanda Leone | January 21, 2020
While the New York legislature may have had the best of intentions when it drafted and enacted the elective share statute, over the last decade, opportunistic individuals have increasingly abused the statute to take advantage of our most vulnerable citizens: the elderly.
By Sharon L. Klein | January 17, 2020
Review some of the significant developments, lessons and reminders from 2019.
Delaware Business Court Insider
By Sharon L. Klein | January 17, 2020
Review some of the significant developments, lessons and reminders from 2019.
By Terence E. Smolev | January 17, 2020
The IRS each year puts together a list of the most dangerous scams and calls the list the "Dirty Dozen." Some that may catch the reader or a client are discussed here.
By Lisa Rispoli | January 17, 2020
It is in the best interest of trustees to take proactive measures to protect themselves against potential lawsuits and other liabilities. One of the most effective ways of accomplishing this is through annual trust accountings.
Daily Business Review | Commentary
By Elysa Merlin | January 17, 2020
Many tax and estate planning professionals have been advising their clients to take advantage of the increased exclusion amount by making lifetime gifts prior to the sunset of the increased credit amount.
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