Trusts and Estates

  • 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…

  • New York Law Journal

    Matter of Arty

    By newyorklawjournal | New York Law Journal | August 14, 2017

    Deceased Sibling's Wife Failed to Comply With Prior Order; Motion to Compel Denied

  • New York Law Journal

    Matter of Eisner

    By newyorklawjournal | New York Law Journal | August 11, 2017

    Genuineness of Conformed Copy of Lost Will, Original Codicil Established; Probate Granted

  • New York Law Journal

    Wells Fargo Bank Northwest, N.A. v. Synergy Aerospace Corp.

    By newyorklawjournal | New York Law Journal | August 11, 2017

    Breach Action Against Guarantors in Lawsuit Over Failed Jetliner Lease Is Not Dismissed

  • New York Law Journal

    Matter of Costa

    By newyorklawjournal | New York Law Journal | August 11, 2017

    Co-Executors Ordered by Court to Take All Necessary Steps to Get Properties Listed, Sold

  • New York Law Journal

    Variety Fare: Counsel Disqualification, Directed Accounting, Sua Sponte Review

    By Ilene Sherwyn Cooper | August 11, 2017

    In her Trusts and Estates Update, Ilene Sherwyn Cooper: The past several months have witnessed significant decisions on a multitude of issues affecting the field of trusts and estates.

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