OBBA Estate Planning now, more than ever, involves use of disclaimer (credit shelter) trusts as the Federal Exemption Soars to $15 Million—but New York’s $7.16 […]
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Will vs. Trust in New York – Which Estate-Planning Tool Is Right for You? Quick Snapshot Lasts Only at Death Avoids Probate Offers Lifetime Control
Will vs. Trust In New York? Read More »
What are the Advantages of a Revocable Trust? Is a “Lifetime” or Revocable Trust for You? In certain, but not all, situations, it may make
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Probate proceedings in New York can often be straightforward, allowing for the efficient distribution of assets according to a decedent’s Last Will and Testament. However,
Contested Probate Proceedings in New York Read More »
As a beneficiary or distributee, you can Compel Production of a Will when the executor or trustee refuses to provide a copy. Imagine the following:
Compel Production of a Will Read More »
For most people, a Last Will and Testament is the first choice for passing on their assets to their heirs. But it’s not the only
Living Trust – What you Need To Know Read More »
What are the Duties of a Guardian under Mental Hygiene Law Article 81? What are the duties of a guardian? Consider the following case study:Margaret’s
Duties of a Guardian under MHL Article 81 Read More »
Janice resides in New York City, has a gross estate of $6,000,000, wants to retain an attorney to draft her Last Will and Testament, and
Choose an Executor for Your NYC Estate Read More »
What is a Testamentary Trust for Minors? A Trust is a contract. It is an arrangement where one person (a trustee) holds property on behalf
Testamentary Trust for Minors vs Living Trust Read More »
You Have Been Appointed Executor of An Estate in NYC. What do you do now? Here is a basic checklist for executors for settling an
Checklist for Executors Read More »
