Trusts and Estates Law Section Newsletter

  • Archive of Past Issues
  • About This Publication

    The Trusts and Estates Law Section Newsletter features peer-written, substantive articles relating to the practice of trusts and estates law on various topics including estate planning, will drafting, tax issues, guardianship, power of attorney, and probates. Recent New York State Decisions, Case Notes—Recent New York State Surrogate's and Supreme Court Decisions, and a Florida Update are featured in each issue. Edited by Jaclene D'Agostino, Esq., the Trusts and Estates Law Section Newsletter is published quarterly by the Trusts and Estates Law Section and distributed to Section Members free of charge.

    The Newsletter is published as a benefit for members of the Trusts and Estates Law Section and is copyrighted by the New York State Bar Association. The copying, reselling, duplication, transferring, reproducing, reusing, retaining or reprinting of this publication is strictly prohibited without permission. © New York State Bar Association. All rights reserved. ISSN 1530-3896 (print) ISSN 1933-852X (online)

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  • Table of Contents Current Issue

    (Winter 2014)

    A Message from the Chair
    (Ronald J. Weiss)

    Editor’s Message
    (Jaclene D’Agostino) 

    Minimizing New York Income Taxes on Trusts After the 2014-2015 Budget Bill
    (Richard W. Nenno)

    IRS Loses Summary Judgment Motion in Tax Court Estate Tax Case Involving Madoff Account
    (Stephen J. Krass and Lee A. Snow)

    Hearsay Issues in Surrogate’s Court Proceedings
    (John R. Morken)

    The Basics of Gifts and Gifting in Surrogate’s Court Litigation
    (Gary E. Bashian)

    Recent New York State Decisions
    (Ira M. Bloom and William P. LaPiana)

    Case Notes—New York State Surrogate’s and Supreme Court Decisions
    (Ilene Sherwyn Cooper)

    Florida Update
    (David Pratt and Jonathan Galler)