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

    (Spring 2014)

    Chair's Message—Finale "The Chair's Award"
    (Carl T. Baker)

    A Message from the Incoming Chair
    (Ronald J. Weiss)

    Editor’s Message

    (Jaclene D’Agostino)

    New Technical Corrections and Clarifying Amendments to Decanting Statute
    (Joseph T. La Ferlita)

    Estate Planning and Tax Tips for Non-Traditional Families
    (Nanette Lee Miller, Janis Cowhey McDonagh and Lorraine Paceleo)

    Pitfalls in Pet Planning
    (Lenore S. Davis)

    Are You Ready for the Elder Years?
    (Anthony J. Enea)

    The Prudent Investor Rule: The Evolution of Prudence in Trustee Investing and the Influence of Modern Portfolio Theory
    (Dennis Lyons)

    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)