Posts

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What are the particulars of probate action in New York Surrogate Court?

  After someone dies in the State of New York, action will need to be initiated in Surrogate Court regarding probate proceeding.  There are circumstances where probate actions will allow designated family members and individuals to…
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Do updates in Last Will and Testaments cause contested actions in New York Surrogate Court?

In New York probate actions (Surrogate Court), a will must be proved to the satisfaction of the court that it is the Last Will and Testament of the person who died. Once the Judge in New York Surrogate's Court is convinced of the validity of…
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Do New York Tax Law “clawback” provisions impact probate matters for large estates?

On April 12, 2019, Governor Andrew Cuomo signed into law the New York Fiscal Year 2020 Budget (the “Budget Bill”) on April 12, 2019.  An amendment was included within the Budget Bill to retroactively extend the three-year “clawback”…
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Is probate always necessary in New York after someone dies leaving a will?

Probate. After someone dies, certain activities will occur based on the legally executed estate planning documents, such as a will, or trust stating how to divide their assets. The personal representative, or executor of a will, or trust…