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Wills & Trusts
Probate & Estate Admin
A testamentary trust is a trust contained in a will.
The following actions are being implemented by the New York County Surrogate's Court effective April 13, 2020.
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 ...
New York Governor Andrew Cuomo has issued Executive Order 202.7, which temporarily suspends the rule requiring physical appearance before...
Four categories of taxpayers are potentially taxed on trust income.
Though seemingly an unusual event, disclaimers are actually quite common, for a variety of reasons.
The decedent and their estate are separate taxable entities.
The purpose of the claw-back is to prevent the making of gifts, shortly before death, as a device to reduce New York estate tax.
It is the Executor's responsibility to locate all of the decedent's assets, pay the taxes on them, if any, and distribute them to the peo...
The Surrogate's Court is the court in New York where all matters relating to Wills and Trusts are determined. The Surrogate is the title ...
Income in respect of a decedent does not take astepped-up basis in the hands of the recipient.