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6 Apr 2019, 10:00 pm
While acting as their mother’s power of attorney, the developer’s two siblings questioned the accuracy of the appraisal. [read post]
CBA Wills and Trusts Section Responds to Proposal to Tax Testamentary Trusts at the Highest Tax Rate
2 Dec 2013, 9:41 pm
On the beneficiary’s death, any capital or accumulated income could then be paid to the remainder beneficiary(ies) set out in the trust, or a beneficiary selected pursuant to a power of appointment.This arrangement would be flexible to meet the circumstances described in the above examples, together with other circumstances that may be unique. [read post]
9 Oct 2013, 4:40 pm
Due to the death, the chapter 7 trustee attempted to amend the living trust to make the bankruptcy estate the beneficiary of the revocable living trust. [read post]
25 Oct 2013, 4:16 am
Late Estate Planning Is the individual competent to make legal decisions? [read post]
23 Jan 2014, 3:33 am
In fact, this years will mark the first where the Bureau makes use of expanded powers passed into law by the state legislature in December. [read post]
8 Feb 2023, 9:04 am
If you are interested in creating a living will, do not hesitate to contact an experienced estate planning attorney who will work to ensure your rights remain protected and respected throughout the process and that your estate planning goals become a reality. [read post]
13 Feb 2014, 6:05 pm
Use a trustee in the DAPT state, and minimize the use, or powers of, co-trustees located outside of that state. [read post]
13 Aug 2015, 9:04 am
In New York, Section 4-1.1 of the Estates Trust and Powers Law governs the situation. [read post]
2 Jan 2013, 1:15 pm
As previously reviewed in earlier posts in the New York Probate Lawyer Blog, Estates, Powers and Trusts Law (EPTL) Section 3-2.1 provides the "formal requirements" for the "Execution and attestation of wills". [read post]
15 Sep 2015, 11:37 am
Prepare Estate Planning Documents. [read post]
2 Apr 2014, 4:43 am
For example, one cannot sell the decedent's home before officially being given the power to do so by the court. [read post]
30 Jan 2017, 1:49 pm
GET YOUR ESTATE PLAN IN ORDER! [read post]
1 Aug 2017, 10:39 am
Gonzalez PC, who represents the boys’ father, grandmother and estate. [read post]
28 Jun 2010, 5:58 pm
Create a new Medical Power of Attorney and Advance Directive. [read post]
23 May 2016, 7:51 am
The Surrogate noted that, “[t]he Attorney General, who is charged under the Estate’s Powers and Trusts Law § 8-1.4(e)(2) with representing all charitable interests under the subject will, has been demonstratively adequate and diligent in representing the interests of the Bellosguardo Foundation to be formed. [read post]
23 May 2016, 7:51 am
The Surrogate noted that, “[t]he Attorney General, who is charged under the Estate’s Powers and Trusts Law § 8-1.4(e)(2) with representing all charitable interests under the subject will, has been demonstratively adequate and diligent in representing the interests of the Bellosguardo Foundation to be formed. [read post]
24 Mar 2010, 2:42 pm
One of the best ways to minimize your taxable estate is through planned gifting. [read post]
5 May 2007, 12:39 pm
Under their father's will, he directed his estate trustee to divide his estate into two, with one half divided among his three children, and the other half among his eight grandchildren. [read post]
11 Feb 2016, 9:46 am
POWER OF ATTORNEY. 18. [read post]
25 May 2015, 5:49 pm
SCPA § 701(3) provides "No court except the court which issues letters shall have power to suspend, modify or revoke them, so long as the court issuing them has jurisdiction of the estate or matter in which the letters were issued. [read post]
