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A proper estate plan involves more than just drafting a will. That’s because a will only controls the distribution of what are known as “probate assets.” These are assets that do not have separate beneficiary designations. “Non-probate assets,” which include life insurance, retirement accounts, joint bank accounts, and real property owned “with rights of survivorship,” … Read more
Conflicts between fiduciaries (whether executors or trustees) and beneficiaries are not unusual. For instance, these often occur with trusts of long duration, where the trustee controls a beneficiary’s access to assets which the beneficiary would prefer to have outright. Disputes may also arise among co-executors or co-trustees, especially if they have differing views on how … Read more
Generally, wrongful death actions are governed by Article 5 of the New York Estates Powers and Trusts Law (EPTL). Such lawsuits are usually commenced by the appointed estate representative and only allow recovery of damages for “pecuniary injuries resulting from the decedent’s death to his distributees” or heirs. These may include damages for their loss … Read more
Necessity is the mother of invention, and when the COVID-19 pandemic first emerged in March 2020, the new reality of quarantine and social distancing required changes, and in some cases outright suspension, of a variety of laws and regulations. One new rule put in place at the time allowed remote notarization of legal documents in … Read more
In litigation, it is important to determine not only who did what to whom, and what damage resulted, but also who can be held legally responsible for the conduct. The latter issue commonly arises when an employee causes injury to another party and the suit seeks to hold the employer liable for the employee’s actions. … Read more
A power of attorney is an essential document in estate planning. Every adult should have one to ensure that someone they trust will handle their financial and legal matters if they are incapacitated or otherwise unable to take care of such issues themselves. While the person holding the power of attorney typically has broad authority, … Read more
Most people would prefer to file a lawsuit in a court that is convenient to them. That might be fine if the defendant is also local. However, if the defendant is located out of state, specific rules apply regarding where they can be sued. A recent New York appellate case clarified these laws with respect … Read more
The general rule in New York is that each party to a lawsuit is responsible for his or her own legal fees. One exception to this is where the parties to a contract include a provision for attorney’s fees in their agreement. This clause typically states that in the event of a dispute, the losing … Read more
Negotiating agreements via email is a common practice. However, many people do not realize that those communications may inadvertently create an enforceable contract. While New York law allows electronic signatures in certain instances, it was not clear until recently whether a party must type their signature into the email or if an automatic email signature … Read more
Winning a lawsuit is not enough if you cannot collect the money you were awarded because the defendant got rid of their assets before being found liable. As a result, it is important to consider the risks of this happening as part of your pre-litigation strategy. Where the danger is high, you may be able … Read more