Close

Articles Posted in Estate Planning

Updated:

A No Contest Clause Cannot Prevent A Beneficiary From Seeking A Fiduciary Accounting

  https://www.juleshaasattorney.com/practice-areas/trust-and-estates/estate-planning-and-wills/Estate planning in New York is important. It is the method by which a person can specify the manner by which assets can be distributed upon death or other situations. Documents which are typically associated with estate planning include a Last Will and Testament and a Living or Grantor…

Updated:

A Last Will and Testament and Revocable Trust Executed Out of State May Be Valid in a New York Proceeding

The preparation and execution of estate planning documents typically occurs in the State where a person maintains their primary home.  Such location is referred to as a person’s domicile.  Domicile is distinguishable from mere residence.  Someone can have multiple residences, but can have only one domicile. Estate planning papers can…

Updated:

The Provisions of a New York Will Can Only be Reformed by the Court if Found to be a Mistake or Create a Negative Tax Result

Estate planning in New York is important for the proper disposition of a person’s assets.  Planning an estate encompasses a broad array of considerations.  The New York Probate Lawyer Blog has published many articles on this topic.  Initially, the preparation of a Last Will and Testament is the central document…

Updated:

Be Careful When Attempting to Modify or Alter a New York Last Will and Testament

Estate planning in New York involves many different aspects.  Initially, a person needs to consider and develop the manner in which an estate is to be distributed.  Decisions need to be made concerning the various beneficiaries who are to receive distributions.  Also, the amount of payment to each beneficiary under…

Updated:

Choosing a New York Executor or Other Fiduciary – Some Considerations

Estate planning in New York is important for many reasons.  Primarily, when a person plans their estate, they are ultimately creating documents and situating assets to reflect their intentions regarding the ultimate disposition of these items.  Nowadays, estate planning is often viewed as a broader topic and includes papers that…

Contact Us