New York Wills, Trusts and Estate Lawyer Rober Adler.

ADLER & ADLER, PLLC

1180 6th Avenue, 8th Floor, New York, NY 10036

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    Robert Adler
    • May 6

    Report of Foreign Bank and Financial Accounts (FBAR)

    The Bank Secrecy Act requires taxpayers to report foreign bank accounts, brokerage accounts and mutual funds, to the Treasury Department....

    Robert Adler
    • Jan 16

    The Safekeeping of Wills in New York State

    Original wills should be kept in a secure, fireproof location and your nominated executor should be informed of the documents’...

    Robert Adler
    • Dec 27, 2021

    Die without a will in New York? What happens?

    If you die without a will in New York, your property will go to your next-of-kin under New York state intestate succession laws. Who gets...

    Robert Adler
    • Dec 25, 2021

    Testate versus Intestate

    If the individual who died (i.e., the "decedent") had a valid Will, the decedent is said to die testate. The executor named in the...

    Robert Adler
    • Sep 6, 2021

    Federal Estate Tax Exemption Amounts

    The Federal Estate Tax is a tax on your right to transfer property at your death. It consists of an accounting of everything you own or...

    Robert Adler
    • Aug 10, 2021

    When Someone Dies in New York State

    In New York State, the Surrogate's Court decides what happens to a person's property when that person dies. The Judge in Surrogate's...

    Robert Adler
    • Aug 10, 2021

    Right of Election for the Surviving Spouse in New York Probate

    Right of Election for the Surviving Spouse in New York Probate

    Robert Adler
    • Jan 15, 2021

    Common Legal Terms Relating To Wills And Intestacy

    ABATEMENT Cutting back certain gifts under a will when it's necessary to meet expenses, pay taxes, satisfy debts or take care of other...

    Robert Adler
    • Jan 5, 2021

    What Assets Are Subject to Federal Estate Tax?

    The federal estate tax is based upon the decedent's "gross estate." While the term "gross estate" refers primarily to the property which...

    Robert Adler
    • Jan 5, 2021

    Property Transferred With Retained Life Estate - I.R.C. §2036

    In general terms, Internal Revenue Code Section ("I.R.C. §") 2036 requires the inclusion in the gross estate of property which the ...

    Robert Adler
    • Jan 1, 2021

    Portability Election - Deceased Spousal Unused Exclusion (DSUE) Amount

    In order to elect portability of the decedent's unused exclusion amount (deceased spousal unused exclusion (DSUE) amount) for the benefit...

    Robert Adler
    • Dec 19, 2020

    Wills and Estate Planning

    A will is a legal document that sets forth your wishes regarding the distribution of your property and the care of your minor children...

    Robert Adler
    • Dec 12, 2020

    Trustee Duties

    A trust is a device for the management of property where one person, the grantor (sometimes called the settler, trustor or trust maker),...

    Robert Adler
    • Apr 17, 2020

    What is a Testamentary Trust?

    A testamentary trust is a trust contained in a will.

    Robert Adler
    • Apr 12, 2020

    New York County Surrogate's Court Update

    The following actions are being implemented by the New York County Surrogate's Court effective April 13, 2020.

    Robert Adler
    • Mar 29, 2020

    Paying Estate Tax In Installments

    Internal Revenue Code Section 6166(a)(1) provides that an executor may elect to pay all or a portion of the estate tax attributable to a...

    Robert Adler
    • Mar 27, 2020

    COVID-19 Executive Order Authorizes Virtual Notarization in New York State

    New York Governor Andrew Cuomo has issued Executive Order 202.7, which temporarily suspends the rule requiring physical appearance before...

    Robert Adler
    • Aug 4, 2019

    Federal Income Tax and Trusts

    Four categories of taxpayers are potentially taxed on trust income.

    Robert Adler
    • Aug 1, 2019

    What is a Disclaimer?

    Though seemingly an unusual event, disclaimers are actually quite common, for a variety of reasons.

    Robert Adler
    • Jul 25, 2019

    What is the Estate Income Tax Return - IRS Form 1041

    The decedent and their estate are separate taxable entities.

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