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31 Aug 2023, 10:21 am
It is interesting to note that Surrogate’s Court Procedure Act Section 1412 entitled “Preliminary letters testamentary” grants to a preliminary executor all of the powers of an administrator except that they do not have the power to sell or dispose of specifically devised or bequeathed property without the written consent of the person to whom it was gifted. [read post]
28 Aug 2020, 8:28 am
Continue reading The post The Four Basic Protections of Elder Law Estate Planning appeared first on New York Estate Planning Lawyer Blog. [read post]
19 Dec 2011, 12:22 pm
Of course the powers that be are well aware of this logic so there is a gift tax in place. [read post]
4 Jan 2016, 12:56 pm
Confidential Power of Attorney Questionnaire"CONFIDENTIAL POWER OF ATTORNEY QUESTIONNAIRE"Please fill out completely and fax or mail back. [read post]
7 Jan 2016, 12:18 pm
• Powers of Attorney Types of POAs; what should be included; why clients need them; POAs and Living Wills; sample forms• Living Trusts (Revocable/Irrevocable) as an Estate Planning Tool Why it should be used; disadvantages; revocable vs. irrevocable; Insurance Trusts; sample forms• Basic Tax Considerations Jointly-held property; “I love you” Will; no Will at all; insurance owned by client; unlimited marital deduction; estate… [read post]
22 Feb 2015, 12:32 pm
Probate and Duties of Executor COMPLIMENTARY MATERIAL: Brochures on Wills, "Answers to Questions about Probate" and Administration of an Estate, Power of Attorney, Living Wills, Real Estate Sales for Seniors, and Trusts. [read post]
26 Dec 2021, 5:09 pm
1.New Year's Resolution: Put your Will, Power of Attorney and Estate Planning in order. [read post]
2 Nov 2021, 1:13 am
If you and your partner are not married and do not plan to get married, you will need to make sure that your estate planning specifically appoints them to the roles (e.g., personal representative, trustee, agent under a power of attorney, or patient advocate under a medical power of attorney) you want them to have and designates what your partner is to receive at your death. [read post]
22 Apr 2011, 8:49 am
Kevin Powers, 51, Albuquerque. [read post]
7 Jan 2016, 12:53 pm
Is court approval required to sell real estate if someone is declared incompetent/ incapacitated? [read post]
2 Oct 2013, 9:00 am
A couple of years ago, I wrote blog post titled “Three Estate Planning Documents Every College Student Needs. [read post]
19 Jul 2013, 3:49 am
You could name your decision-makers through the execution of durable powers of attorney. [read post]
2 Sep 2015, 3:00 pm
If a married person dies without a Last Will, Estates, Powers and Trusts Law (“EPTL”) Section 4-1.1 provides that the surviving spouse would inherit a share of the decedent’s estate. [read post]
4 Sep 2013, 7:45 am
Beit a will, a trust, powers of attorney or more advanced options like irrevocable trusts or family partnerships… estate planning is the solution to the problem! [read post]
14 Nov 2022, 10:31 am
Another thing you may want to consider as you are selecting your durable power of attorney agent is whether or not this person would also make a good personal representative of your estate. [read post]
12 Jan 2021, 10:10 pm
Estate Planning Basics III. [read post]
7 Mar 2025, 3:58 pm
Medical and financial powers of attorney should also be addressed. [read post]
4 Jun 2014, 2:58 pm
The preparation of a Last Will, Living Will, Health Care Proxy, Power of Attorney and Living Trust involves a full understanding of a person’s property and financial interests. [read post]
29 Jun 2022, 10:27 am
Often, people wish to name their spouse as Executor under their Will or as primary Agent in Power of Attorney documents. [read post]
13 Dec 2022, 3:31 pm
Throughout the years, the farm or ranch may come to symbolize love, trust, power, history, and family rituals. [read post]
