Recently, Surrogate and Appellate Courts throughout the state have been witness to an assortment of issues affecting trusts and estates. Indeed, opinions in the Third and Fourth Departments have respectively addressed testamentary capacity and the validity of a release, while surrogate’s in the metropolitan area have confronted discovery requests, and the elective share. Each is the subject of this month’s article.
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Reprinted with permission from the New York Law Journal, Vol. 259 | No. 67 | An ALM Publication