Trusts: What Are They, How They Work, and How to Make Them Effective
Mar 12, 2018
In order to understand trusts, one must approach learning about trusts in multiple dimensions. This includes understanding the parties to a trust, benefits to using trusts, how to actually fund the tr...
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RETIREMENT PLANS AND THE ESTATE: The Thirty Year “Hot Topic” for Estate Planners
Jun 24, 2017
The dramatically increasing federal and New York estate tax exemptions have made estate planning professionals all too aware of the current focus on retirement planning in pre and post-mortem estate p...
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New York's Power of Attorney
Apr 14, 2017
New York's Statutory Power of Attorney is one of the longest, most complex documents of its type: A principal has the option of naming individual, separate and joint Attorneys-in-Fact, may choose a Mo...
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Simple Suggestions for a Future Smooth Probate - Part II
May 11, 2016
What follows are problems (and simple solutions) that an attorney may face if they are familiar with drafting Wills, but have not done much Probate work. This is a truncated version of a CLE originall...
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Simple Suggestions for a Future Smooth Probate - Part I
May 11, 2016
What follows are problems (and simple solutions) that an attorney may face if they are familiar with drafting Wills, but have not done much Probate work. This is a truncated version of a CLE originall...
See Full Guide
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