Wealth Director

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Tax Season Is in Full Swing: Beware of… Tax Season Is in Full Swing: Beware of the W-2 Spear Phishing Scam

Same-Sex Spouses Authorized to… Same-Sex Spouses Authorized to Recalculate Transfer Tax Treatment of Prior Gifts and Bequests

The Impending Death of the Stretch IRA? The Impending Death of the Stretch IRA?

Art Law Blog

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Getty Image's AI Model Training… Getty Image's AI Model Training Lawsuit in UK Against Stability to Proceed 

Titleless Tales of the Headless Titleless Tales of the Headless

Busted: Manhattan Prosecutors Seize an… Busted: Manhattan Prosecutors Seize an Ancient Roman Bust from the Worcester Art Museum

Tax, Trusts & Estates Law

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New IRS Revenue Procedure Provides… New IRS Revenue Procedure Provides Relief for Certain Inadvertent Terminations of S Elections

Charitable Planning Update:  Yvon… Charitable Planning Update:  Yvon Chouinard Donates Patagonia Stock to Two Nonprofits

2022/2023 Estate and Gift Tax Update 2022/2023 Estate and Gift Tax Update

Private Client

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Allocation of CSR Funds: Need for more… Allocation of CSR Funds: Need for more equitable distribution

Revoking Gifts by Senior Citizens:… Revoking Gifts by Senior Citizens: Supreme Court judgment ‘Beneficial’ but questions remain

The importance of brand strategy and… The importance of brand strategy and management for large family businesses

New York Trusts & Estates Litigation

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Does Counsel Have a Duty to Disclose to… Does Counsel Have a Duty to Disclose to a Surrogate's Court the Fact That Hearing Evidence That Counsel Proffers Has Been Generated by Artificial Intelligence?

Creative Writing: Reforming Wills and… Creative Writing: Reforming Wills and Trusts to Achieve Settlements

Abuse of Powers of Attorney Abuse of Powers of Attorney

Probate & Estates Blog

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How Estates End ..... How Estates End .....

Inheritance Rights of… Inheritance Rights of "Cousins" in New York

Types of Proof in Kinship Cases Types of Proof in Kinship Cases

Pennsylvania Fiduciary Litigation

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Inadequate Remedies Inadequate Remedies

Thouron Estates - READ ALL ABOUT IT! Thouron Estates - READ ALL ABOUT IT!

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MATTERS of TRUST

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New Tax Rules Mean It's Time to… New Tax Rules Mean It's Time to Update LLC and Partnership Agreements

Are Charitable Pledges Legally… Are Charitable Pledges Legally Enforceable?

The Water Cooler The Water Cooler

The New York Probate Litigation Blog

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Covid 19 Is Shutting Down New… Covid 19 Is Shutting Down New York's Court System

THE SECURE ACT A NEW ACRONYM AND,… THE SECURE ACT A NEW ACRONYM AND, PERHAPS A NEW MISNOMER

Slow Moving Surrogate's Courts Have… Slow Moving Surrogate's Courts Have Become A Reason To Create Revocable Trusts In Place Of Wills

Texas Trusts, Estates and Taxes

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Secure Act Shrinks the Stretch Secure Act Shrinks the Stretch

GRATs Can be a Home Run GRATs Can be a Home Run

Estate of Aaron U. Jones-Tax-affecting Estate of Aaron U. Jones-Tax-affecting

Estateography

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Kim v. Kim and the "Benefit"… Kim v. Kim and the "Benefit" Element of Presumed Undue Influence

Irving v. DiVito: Clear Wishes, but Not… Irving v. DiVito: Clear Wishes, but Not A Codicil

Reineck v. Lemen and Virginia Powers of… Reineck v. Lemen and Virginia Powers of Attorney

Archer Estate & Trust Litigation Law

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Appellate Division Affirms that the… Appellate Division Affirms that the Slayer Statute Does Not Expand to Suicide as a Result of Marital Discord

ABA Section of Real Property, Trust and… ABA Section of Real Property, Trust and Estate Law’s Annual RPTE National CLE Conference

Unclean Hands Bars Credits for Breaches… Unclean Hands Bars Credits for Breaches of Fiduciary Duties as Attorney In-Fact and Executor

Estate Battles

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The Perils of Executor Disputes and the… The Perils of Executor Disputes and the Importance of Choosing Wisely

Leaving Your Success Story To The Next… Leaving Your Success Story To The Next Generation (And Their Spouses). Aronis v Aronis [2022 ] QSC 39

The Charity Ambiguity Trap & How To… The Charity Ambiguity Trap & How To Avoid It. Banwell v Attorney-General [2020] QSC 239

California Trust, Estate & Probate Litigation

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Trust vs. Will: What is the Difference? Trust vs. Will: What is the Difference?

What is the Difference Between a Trustee… What is the Difference Between a Trustee and an Executor?

Can Trustees Charge for an Accounting? Can Trustees Charge for an Accounting?

Meissner, Joseph, Palley & Ruggles

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Do you have to change a California… Do you have to change a California Scholarshare 529 account after the death of an owner?

Donald Sterling and the sale of Los… Donald Sterling and the sale of Los Angeles Clippers and the California probate code

Rupert Murdoch looking to control his… Rupert Murdoch looking to control his estate from the grave