New York Law Journal | Analysis
By Daniel F. Lindley and Elisa Shevlin Rizzo | March 18, 2019
Irrevocable trusts often leave the trustee with limited flexibility to address unanticipated circumstances, investment challenges, or outdated administrative provisions. There are, however, techniques for improving this situation, the availability of which depends upon the jurisdiction governing the trust. This article compares the options under New York and Delaware law.
By Leslie Wilsher, Hope Winthrop and JoAn Pangilinan-Taylor | March 15, 2019
Families are complex systems. Mediation allows the parties to address emotional and inter-relational matters that cannot be addressed in the courtroom, but that might otherwise impede the settlement process. Providing a forum in which parties can feel heard, instead of having “to prove,” may allow them to move past these obstacles, leading to a more expedient and efficient resolution.
New York Law Journal | Analysis
By C. Raymond Radigan and Lois Bladykas | March 8, 2019
In this Trusts and Estates Law column, C. Raymond Radigan and Lois Bladykas present the first in a series of articles concerning contested probate proceedings in Surrogate's Court.
By Jason Grant | March 7, 2019
The Manhattan appeals court sided with the 91-year-old niece of Archbishop Fulton J. Sheen, a revered Catholic figure, based largely on her and a monsignor's testimony about Sheen's reverence for sainthood—and based on the chance that, after the transfer happens, he will be declared a saint.
Litigation Daily | Expert Opinion
By Brian S. Kabateck and Stephanie Charlin | March 5, 2019
The death of a defendant before a lawsuit is filed or during the pendency of a lawsuit creates very complex issues and is procedurally taxing for any plaintiff lawyer.
By Brian S. Kabateck and Stephanie Charlin | March 5, 2019
The death of a defendant before a lawsuit is filed or during the pendency of a lawsuit creates very complex issues and is procedurally taxing for any plaintiff lawyer.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | March 4, 2019
It is important for folks to understand that by doing this they may be giving up the stepped-up basis at death. Consequently, they may have missed out on an arbitrage opportunity by failing to evaluate the capital gains tax versus the inheritance tax savings.
By Katheryn Tucker | February 25, 2019
“We are very pleased that our clients received this award of fees and expenses,” Edwin Schklar of Schklar & Heim said. He represented the Kamlers along with his wife and law partner, Maggie Heim.
By The Legal Intelligencer | February 19, 2019
In the Legal's Wealth Management, Trusts and Estates supplement, read about estate planning challenges for business owners, when to use a revocable living trust and how to transfer assets to a disabled beneficiary.
The Legal Intelligencer | Commentary
By Joseph N. Frabizzio | February 18, 2019
Trusts are a fundamental estate planning tool. While they can be used in a straightforward manner, they also offer the flexibility to provide solutions for unique and sometimes difficult situations.
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