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When high-stakes disputes arise in the administration of trusts or estates, especially those involving real property, significant assets, or family businesses, fiduciaries are often required to make complex decisions that carry legal, financial, and emotional consequences. In these moments, a powerful but carefully limited legal tool becomes available in New York: the Advice and Direction proceeding under Surrogate’s Court Procedure Act (SCPA) § 2107.

In the high-stakes world of trust and estate litigation, the appointment of a fiduciary, whether an executor, trustee, or administrator, is a powerful and trusted role. But what happens when that fiduciary fails to meet their obligations? What if their actions or inactions threaten the estate, the beneficiaries, or the business interests involved?

In the world of business, wealth, and personal legacy, trusted relationships are everything. But what happens when trust is abused, particularly when someone misuses a Power of Attorney (POA) to take advantage of another’s finances, assets, or well-being?

The Music Icon’s Last Wishes: Aretha Franklin’s Handwritten Wills

When is a Will the Result of Undue Influence and How to Spot it. Read on for more.

Estate litigation is an intricate arena that often becomes a focal point when high-net-worth individuals, particularly business owners, pass away without an estate plan. Read on for more.

In the course of providing legal counsel to businesses and high-income professionals across New York, one question we frequently encounter concerns the fate of a business or business interest when an owner passes away. This issue, while complex, is crucial to address, particularly for those involved in disputes related to employment, matrimonial matters, trusts and estates, or business litigation. Read on for more.

For business and professional practice owners, safeguarding your assets and ensuring the smooth operation of your business are top priorities. One vital tool in achieving these goals is a well-drafted Limited Liability Company (LLC) Operating Agreement. Read on for more.