You can find any business articles, publications by keywords

A trustee is the person or institution legally responsible for managing the assets held inside a trust, investing them prudently, and distributing them to beneficiaries exactly as the trust document directs. In New York, a trustee is a fiduciary — meaning they are held to the highest standard of good faith the law recognizes. Under the New York Estates, Powers

Trust administration after death in New York is the process by which the successor trustee takes control of a trust’s assets, settles the grantor’s final obligations, and distributes property to beneficiaries — all without the public, court-supervised delay of probate. Governed by the New York Estates, Powers and Trusts Law (EPTL) Article 7, this process is the payoff for the

Protecting your assets with a trust in New York means choosing the right type of trust — revocable, irrevocable, or special needs — and structuring it strategically so your wealth passes to your family privately, efficiently, and with the smallest possible tax and probate cost. A trust is a legal arrangement, governed by New York’s Estates, Powers and Trusts Law

To choose the right trustee for your New York trust, select a person or institution that combines unquestioned integrity, financial competence, and the temperament to administer your trust under New York’s demanding fiduciary standards — the prudent-investor rule (EPTL Article 11-A), the duty of loyalty, and the duty to account to beneficiaries. The smartest choice is not simply your most-trusted

Yes — a properly structured irrevocable trust can save New York estate tax, and in many cases it is the single most powerful tool available for doing so. The reason is straightforward: when you transfer assets into an irrevocable trust and surrender control over them, those assets generally leave your taxable estate. At death, the New York estate tax is

Yes — despite the intimidating word “irrevocable,” New York law gives you several legitimate paths to change an irrevocable trust, and the most powerful of these is decanting: pouring the assets of an old, inflexible trust into a new trust with better terms. An irrevocable trust is generally locked once it is signed, because that very inflexibility is what produces