Experience Category: Surrogate's Court

Analysis of Proper Tax Reporting in Contested Estate

Discussions and analysis of proper tax reporting of ownership of property and entities in the context of ongoing litigation of probate of estate.  Review of both tax rules and prima facie application of both EPTL provisions and application of trust documents in play with respect to entity ownership.  Guidance on best course of action both in relation to tax reporting and to implications of tax reporting on Surrogate’s Court presentation of income and ownership information.

Trust Accounting Challenge

Working with minor clients on obtaining an accounting over trust assets held by an adversarial party unwilling to provide information.  Research on NY law, procedure and practical negotiations to obtain not only value of account, but specific investment portfolio and fee information.