Estate Law: The Human Side?
Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
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The Family Home: Passing It On?
In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
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Undue Influence?
Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
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Probate Litigation?
Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
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Grieving and Playing Detective?
Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
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Vacation Joy or Inheritance Headache?
If you have had the good fortune of enjoying a vacation home or timeshare, good for you! Don’t be too quick to assume, however, that family or friends want to continue your tradition when you…
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Trust: Consider An Independent Fiduciary
Although estate planning can be complex in any family, lawyers find that large and blended families tend to face extra challenges. More people means there are likely to be more ideas and hopes about…
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Educational Goals and Family Trusts
Achieving educational goals can be life-changing—as is the gift of paid tuition! A trust can be a great way to gift education to family members. Unlike a will, a trust, overseen by a trustee, allows…
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Out of Trust?
Unlike wills, trusts do not pass through the public probate process—and therefore can protect a family’s privacy. Some families, however, end up with public conflicts even when a trust has been established. Take, for example,…
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