Time and again, the New York Probate Lawyer Blog has published articles discussing the manner in which the issue of kinship can affect estate administration. The reason kinship is important is because in both probate and intestate estate cases, the Court must receive complete information regarding a decedent’s distributees. The…
New York Probate Lawyer Blog
Intestate Rights Apply to Surplus Funds after a Foreclosure
There are many issues associated with the settlement of a New York estate. In many cases it is not clear as to who is the authorized or designated person entitled to administer an estate. If a decedent left a Last Will and Testament, the document typically nominates an Executor to…
New York Guardianship – A Flexible Approach to Incapacity
In situations where a person is in need of assistance with handling personal needs or property management, the New York law provides for the appointment of a guardian. Article 81 of the Mental Hygiene Law (MHL) contains the statutory and procedural rules regarding guardianship appointment and operation. Essentially, under MHL…
Undue Influence May Be Involved With Wills and Deeds
Probating a Will in New York requires that the document satisfy the Court requirements for authenticity. In other words, a Last Will must be executed in the manner required by the Estates, Powers and Trusts Law. This requires a writing and at least two witnesses. In addition to the basic…
Preliminary Letters Testamentary Benefit Estate Settlement
When a person dies leaving a Last Will and Testament, he is said to have died testate. This is unlike a situation where there is no Will. In such case, the person is said to have died intestate. In order for a Will to control the disposition of a decedent’s…
Surrogate’s Court Proceedings Require a Determination of Domicile and Venue
The commencement of a proceeding to initiate the settlement of a decedent’s estate requires a determination of the proper Court to accept the filing of papers. Upon the death of a decedent, it is first necessary to find whether the decedent had prepared a Last Will and Testament or died…
The Probate Process May Require the Appointment of a Guardian ad Litem
The New York Probate process is utilized in order for a Last Will and Testament to be admitted to probate. When this procedure is successfully completed, the Surrogate’s Court issues a Decree which essentially validates the provisions of a Will. The Probate Decree also usually provides that letters testamentary should…
Probating a New York Will Executed Remotely Pursuant to COVID Guidelines Presents Difficulties
In order for a Last Will and Testament to be admitted to Probate, the Surrogate’s Court must be presented with all of the papers needed to satisfy the requirements of the Estates, Powers and Trusts Law and the Surrogate’s Court Procedure Act. The document which initiates the probate process is…
An Estate Attorney Can Be Essential for Estate Settlement
Whether a decedent dies intestate without a Last Will and Testament, or with a Will, the retention of an experienced estate attorney can be essential to settling an estate efficiently. In the case of intestacy, a proceeding to obtain letters of administration will be required to collect assets that are…
A Pre-Death Gift from a Decedent May Be Difficult to Substantiate
The process of determining the identity of assets which belong to an estate is a fundamental responsibility of an executor or administrator. In most cases it is easy to locate a decedent’s bank or financial accounts or real estate. There are typically statements or deeds or other documents which clearly…