Trusts and Estates

  • New York Law Journal

    Matter of Killeen

    By newyorklawjournal | New York Law Journal | August 25, 2017

    Court Grants Motion to Discontinue Petition For Removal of Co-Trustee With Prejudice

  • The Legal Intelligencer

    Re Estate of Maddi, PICS Case No. 17-1282 (Pa. Super. July 25, 2017) Ott, J. (17 pages).

    By thelegalintelligencer | The Legal Intelligencer | August 25, 2017

    Orphans' court properly allowed decedent's sister to present a duplicate of decedent's will for probate because the orphans' court correctly recognized that the burden of proof was on the sister to overcome the presumption of destruction of the will and properly found that sister presented clear and satisfactory evidence to defeat the presumption. Affirmed.

  • New York Law Journal

    Chutzpah Charitable Gift Valuation Case of the Decade

    By Conrad Teitell | August 25, 2017

    In his Estate Planning and Philanthropy column, Conrad Teitell reviews a recent case where a claimed $33 million charitable deduction—a remainder interest in real property given to a university—was disallowed because the donor failed to state the contributed property's cost on Form 8283, and according to the Tax Court, was about $29.5 million too high anyway.

  • New York Law Journal

    Estate of Fergang

    By newyorklawjournal | New York Law Journal | August 21, 2017

    Objectant Granted Motion to Compel Production Of Documents Including Payment of Legal Fees

  • New York Law Journal

    Matter of Salas

    By newyorklawjournal | New York Law Journal | August 18, 2017

    Letters Modified for Compromise, Collection, Of Settlement in Wrongful Death Proceeding

  • New York Law Journal

    Estate of Frey-Wouters

    By newyorklawjournal | New York Law Journal | August 18, 2017

    Court Satisfied Legacy in Will to Proponent Draftsman Not Result of Undue Influence

  • The Legal Intelligencer

    Trust Under Agreement of Taylor, PICS Case No. 17-1261 (Pa. July 19, 2017) Donohue, J. (25 pages).

    By thelegalintelligencer | The Legal Intelligencer | August 18, 2017

    Superior Court erred in holding that §7740.1 did not exclude modifications to a trust in a case where beneficiaries asked the court to allow the trust to be modified to include a portability provision because §7766 was the exclusive provision regarding removal of trustees. Reversed.

  • New York Law Journal

    In Defense of Elder Law

    By Daniel G. Fish | August 17, 2017

    Elder Law columnist Daniel G. Fish writes: A recent column in the New York Times questioned the ethics of advising clients about Medicaid eligibility. The planning is pejoratively described as "the mini-industry of lawyers and others who help people arrange their financial lives so they don't spend every last dime on a nursing home." Once again, it is necessary to explain the circumstances that lead seniors to seek valid legal representation.

  • Daily Business Review

    Fired UBS Adviser Reignites Palm Beach Scandal Over Rich Widow

    By Neil Weinberg | August 16, 2017

    "Holy crap!" That's how Craig Price, a UBS AG senior vice president, told securities regulators he reacted when he saw the $2,600 tab for a client-development dinner he attended at an upscale Palm Beach restaurant. It wasn't the size of the bill that stunned him. It was who paid for it — an ailing, 90-year-old UBS client.

  • The Recorder

    In re Reynolds

    By therecorder | The Recorder | August 15, 2017

    9th Cir.; 12-60068 The court of appeals reversed a judgment of the Ninth Circuit Bankruptcy Appellate Panel and remanded. The court held that a bankruptcy…

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