Estate and Elder Law

Recent Posts

NY Surrogate Court’s Jurisdiction Upheld in Partition Dispute Concerning Lifetime Trust Because Action Intertwined with Issues Relevant to Estate’s Administration (Mar. 29, 2011)
Posted on 6 May 2011 by LexisNexis Estate and Elder Law Community Staff

In Wagenstein v Shwarts , 2011 NY Slip Op 2445 (N.Y. App. Div. 1st Dep't Mar. 29, 2011) [ enhanced version available to lexis.com subscribers / unenhanced version available from lexisONE Free Case Law ], decedent created an inter vivos trust which... Read More

QPRTS and PRTS: Planning Strategies for Transferring Family Homes
Posted on 13 Aug 2010 by Nancy G. Henderson

As an alternative to gifting direct interests in a family home to children, a donor can establish an inter vivos trust for the benefit of children or other family members and make gifts of interests in the property to such a trust during life. There are... Read More

QPRTS and PRTS: Planning Strategies for Transferring Family Homes
Posted on 13 Aug 2010 by Nancy G. Henderson

As an alternative to gifting direct interests in a family home to children, a donor can establish an inter vivos trust for the benefit of children or other family members and make gifts of interests in the property to such a trust during life. There... Read More