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Generally, under New York EPTL 5-1.1-A, if a decedent is survived by a spouse, a right of election is given to the surviving spouse to...
Perspectives
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Parents with young children often hear that “the days are long but the years are short.” However, this phrase may not truly resonate...
Can a person claiming to be the decedent’s biological child out of wedlock obtain a court order directing DNA testing of the decedent’s...
Does the phrase “if they survive me” demonstrate a testator’s intent to avoid the Massachusetts Uniform Probate Code (“MUPC”) anti-lapse...
While undue influence claims are commonly asserted in probate proceedings, especially with the increased prevalence of dementia and...
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For over a decade, the world’s developed nations, through the Financial Action Task Force (FATF), have worked to set international...
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An estate tax case before the US Supreme Court underscores the importance of stock-purchase agreements and life insurance arrangements,...
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Where joint tenants with rights of survivorship reached an agreement requiring one of the joint tenants to remove his personal belongings...
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Two recent decisions illustrate the continued mixed reception that “in terrorem” clauses in wills or trusts, also known as “no-contest”...
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This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
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Kaylie v. Kaylie, 2023 WL 6395345 (1st Dep’t October 3, 2023) Can the beneficiary of a trust require a trustee to provide an accounting...
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In Matter of Estate of Slezak, 218 A.D.3d 946 (3rd Dep't July 13, 2023) Where a conformed copy of a will was located where the decedent...
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In The Matter of the Estate of Patricia Ann Slavin, 492 Mass. 551 (2023) Does the position of voluntary personal representative under G....
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On October 4, 2023, Massachusetts enacted a new law called “An Act to improve the Commonwealth’s competitiveness, affordability, and...
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This article was also published on the Boston Business Journal and New York Business Journal. In an effort to curb money laundering, tax...
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This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...