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  • 2024
    • December
      • Holiday Gifting Strategies: Maximize Generosity, Minimize Taxes
      • Is Your Estate Plan 2025-Ready?
      • Is Your Estate Plan 2025-Ready?
    • November
      • Top Estate Planning Mistakes to Avoid Before the New Year
    • September
      • Disinheritance Legal Grounds and Proceedings in New York
      • Handling Inheritance Disputes Among Siblings in New York
    • August
      • Strategies for Resolving Multi-Jurisdictional Estate Disputes
      • Multi-Jurisdictional Estate Disputes with New York Property
    • July
      • Protecting Your Inheritance in New York
      • Drafting Dispute-Resistant Trusts
    • June
      • Common Trust Disputes
      • Common Inheritance Disputes and Effective Prevention Strategies
    • May
      • Understanding FDIC Changes for Trust Accounts
    • April
      • Navigating Probate Litigation Disputes: An Essential Guide
    • March
      • NY Estate Administration FAQ Guide
  • 2023
    • November
      • How Do Taxes Affect Estate and Probate Litigation in New York?
      • Discovering Hidden Assets in Probate
    • October
      • Digital Estate Planning: Managing Online Assets in New York
    • September
      • Springing vs. Non-Springing POAs: What You Need to Know
    • August
      • New York Executor Selection: Out-of-State Guidance
      • Can Distant Relatives Inherit if There is No Will?
      • What is the Income Limit for Medicaid in New York?
      • What Services Are Covered by Medicaid in New York?
    • March
      • What Is a Life Estate?
  • 2022
    • December
      • Probate Litigation and Statutes of Limitation
    • November
      • IRS Announces 2023 Estate and Gift Tax Exemption Amounts
      • New IRS Tax Brackets for 2023
      • New IRS Limits for Retirement Savings Accounts
    • October
      • When Should You Revisit Your Estate Plan?
      • New York Estate Litigation: Recovering Estate Assets
    • September
      • Three Ways to Avoid Identity Theft Following Death
    • August
      • Limitations on Estate Executors
      • New Client Meeting Location in Saratoga Springs, NY
      • Estate Fiduciary Checklist
    • June
      • What Are Fiduciaries Expected to Do?
    • May
      • How to Create a Living Trust
    • April
      • What Can Homeowners Deduct on Their Tax Returns?
    • March
      • How Long Does It Take to Probate A Will in New York?
    • February
      • Sister Must Comply with Discovery Request in Will Contest Lawsuit Brought by Siblings
  • 2021
    • December
      • 2021 Year-End Estate Planning Checklist
    • November
      • Build Back Better Act May Tear Down Estate Planning
    • October
      • The End of the $11 Million Estate Tax Exemption Just Got Closer
      • NY Estate, Gift, and Generation Skipping Transfer Taxes
    • September
      • New York Probate Proceedings
    • August
      • 2020 New York Resident Estate Taxation
    • July
      • What Is the Difference Between an Estate Administrator and an Executor?
    • June
      • Estate Planning for Young Adults
      • Spousal Lifetime Access Trusts (SLAT)
    • May
      • How to Fund a Trust
    • April
      • 2020/2021 Unified Tax Credit and Lifetime Gift Tax Exclusion
    • March
      • What Is a Special Needs Trust?
    • February
      • What Can an Estate and Probate Attorney Do for You?
    • January
      • What Is the Main Advantage to Using a Living Trust Instead of a Will?
      • Changes to New York’s Power of Attorney Law
  • 2020
    • December
      • Estate Administration During COVID– Phased Operations for New York Courts
    • October
      • What Are Testamentary Trusts?
    • September
      • Elements of Undue Influence in New York
    • August
      • Dying Without a Will in New York – Intestate Succession
    • July
      • Be Careful Handling Your Will!
    • June
      • PCS Opens Trust and Estate Office in Charlotte, North Carolina
    • May
      • The Pitfalls of DIY Estate Planning
    • April
      • Essential Estate Planning Documents for Pandemics
      • Covid-19 Notice to Clients
    • March
      • What Are Trust Funds?
    • February
      • What Is a Special Power of Appointment?
    • January
      • What Is the Unified Tax Credit?
  • 2019
    • December
      • What Is a Credit Shelter Trust?
    • November
      • Step – up in Basis, Carryover Basis, and Capital Gains
    • October
      • What Are the Ira Distribution Rules after Someone Dies?
    • September
      • The Unintended Consequences of Dying Without a Will
    • August
      • Daughter Finally Receives Inheritance
    • July
      • Free Spending Son and Daughter Found Guilty!
    • June
      • Daughter Settles Dispute Favorably
    • May
      • Surviving Spouse Inheritance Returned
      • What Are Letters Testamentary?
    • April
      • Estate Administration If There’s No Will: Intestate Succession
      • New Office Location in White Plains, NY
      • Porch Will Matter Resolved
    • March
      • What Are the Legal Requirements for Determining Incapacity for Adult Guardianship?
      • Brothers Inheritance Restored
      • Estate Planning after Remarriage – 10 Things You Need to Consider
    • February
      • Schenectady County Surrogate’s Court Rules Son Must Repay Mother’s Estate
      • 5 Steps for Obtaining Guardianship
      • 4 Reasons to Hire an Estate Administration Attorney
    • January
      • January Trusts and Estates Update from Parisi, Coan & Saccocio, PLLC
      • A Quick Guide to Guardianship in New York
  • 2018
    • December
      • New York Probate and Estate Administration
    • November
      • Charitable Giving and Your Estate Plan
      • Do You Need a Fiduciary Bond?
    • October
      • How to Choose an Estate Executor
      • Guardianship of Adult Children with Disabilities
    • September
      • Estate Planning and Pets
      • Disqualification of Spousal Right
    • August
      • Using Life Estate Deeds to Qualify for Medicaid
      • Estate Taxes and Marital Trusts
    • July
      • Spousal Right of Election
      • Uniform Transfer to Minors Act (UTMA)
    • June
      • What Is an Inheritance Trust?
      • The Disadvantages of Using Irrevocable Medicaid Trusts
    • May
      • What Is the Common Disaster Clause?
      • What Is Meant by Undue Influence and Confidential Relationships?
      • What Is the Dead Man’s Statute?
    • April
      • How to Discourage Will Disputes with a No-contest Clause
    • March
      • Common Reasons to Contest a Will in New York
      • New York Probate FAQ
    • February
      • Estate Administration in New York
      • A Closer Look at Adult Guardianship
      • What You Need to Know about Contested Accountings
    • January
      • Estate Planning: What It Is and Why You Need It Now
  • 2017
    • November
      • Benefits of Hiring an Attorney - CPA
    • October
      • What You Need to Know about Adult Guardianship (MHL Article 81)
      • What Is Estate and Trust Administration?
    • September
      • 5 Things to Know about a Living Will and Health Care Proxy
    • August
      • 5 Differences Between Revocable and Irrevocable Trusts
      • The Difference Between a Living Trust and a Will
      • Power of Attorney: What It Is and How to Get One
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