By Charles Toutant | January 2, 2020
Passaic County Surrogate Bernice Toledo exchanged six calls from her personal cellphone and 63 text messages with a man in a case she was overseeing despite telling the Advisory Committee on Judicial Conduct that he was "not somebody I'd call to talk to on the phone," according to a complaint that was made public Thursday.
The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | January 2, 2020
The new provisions of the SECURE Act, which were enacted on Dec. 20, 2019, and become effective as of Jan. 1, 2020, change a key factor that goes into the planning process. The SECURE Act stands for "Setting Every Community Up for Retirement Enhancement."
New York Law Journal | Analysis
By Sidney Kess | December 23, 2019
In his Tax Tips column, Sidney Kess writes: Estate and gift taxes continue to be a concern to many wealthy individuals. One of the key issues is what happens to estate tax planning now when the law changes in 2025 (or earlier).
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | December 6, 2019
The past several months have seen significant decisions concerning Article 31 discovery in the Surrogate's Court where topics such as electronic discovery, the costs of document production, the costs of document production, and digital assets were addressed. In her Trusts and Estates Update, Ilene Sherwyn Cooper discusses recent opinions ruling on these issues.
By Ryan J. Szczepanik | November 27, 2019
While the large and midsized full-service firms are wooing lawyers to rebuild their trust and estates practices, the author contends that lawyers committed to the practice should not overlook the benefits of a boutique.
New York Law Journal | Commentary
By C. Raymond Radigan | November 21, 2019
Today, the Surrogate's Court is a Constitutional Court and is not a creature of the legislature. It was created by the people and, therefore, it would require a constitutional amendment to change that court.
By Greg Land | November 19, 2019
The lawsuit, filed nine years ago by four grandchildren of late Rollins Inc. magnate O. Wayne Rollins, accused their uncle and father of seizing control of family trusts and refusing to disburse payouts or relinquish the trusts' assets.
By Jack Newsham | November 15, 2019
An organization set up by famed radio producer Himan Brown said a New York judge has issued a preliminary injunction against Pryor Cashman partner Richard Kay, preventing him from interfering with the group's finances.
Daily Business Review | News|Profile
By Raychel Lean | November 15, 2019
Miami attorney Michael Kosnitzky represents hedge fund managers, Silicon Valley tech experts, Russian oligarchs, casino and cruise line operators, Hollywood producers and members of families that have been rich for centuries. And yes, there are perks.
The Legal Intelligencer | Commentary
By Joseph N. Frabizzio | November 14, 2019
This article provides an overview of issues that trusts and estates practitioners need to consider with regard to marriage and divorce, whether in the planning stages or in the administration of a trust or estate, as well as statutory provisions that attempt to solve for a failure to provide for a spouse or to make changes to a plan drafted prior to a divorce.
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