NEW YORK PROBATE, TRUSTS, WILLS & ESTATES LAW

• New York Consolidated Laws: Estates, Powers & Trusts
  
  Article 1 - GENERAL PROVISIONS
      Part 1 - (1-1.1 - 1-1.5) SHORT TITLE; HOW CITED; REFERENCES; SEVERABILITY; APPLICATION
      Part 2 - (1-2.1 - 1-2.20) DEFINITIONS
  Article 2 - RULES GOVERNING DISPOSITIONS SUBJECT TO THIS LAW
      Part 1 - (2-1.1 - 2-1.14) SUBSTANTIVE RULES GOVERNING DISPOSITIONS
  Article 3 - SUBSTANTIVE LAW OF WILLS
      Part 1 - (3-1.1 - 3-1.3) WHO MAY MAKE AND RECEIVE TESTAMENTARY DISPOSITIONS OF PROPERTY; WHAT PROPERTY MAY BE DISPOSED OF BY WILL
      Part 2 - (3-2.1 - 3-2.2) EXECUTION OF WILLS
      Part 3 - (3-3.1 - 3-3.9) RULES GOVERNING TESTAMENTARY DISPOSITIONS
      Part 4 - (3-4.1 - 3-4.6) REVOCATION OF WILLS AND RELATED SUBJECTS
      Part 5 - (3-5.1) RULES GOVERNING WILLS HAVING RELATION TO ANOTHER JURISDICTION
  Article 4 - DESCENT AND DISTRIBUTION OF AN INTESTATE ESTATE
      Part 1 - (4-1.1 - 4-1.6) RULES GOVERNING INTESTATE SUCCESSION
  Article 5 - FAMILY RIGHTS
      Part 1 - (5-1.1 - 5-1.4) RIGHTS OF SURVIVING SPOUSE
      Part 3 - (5-3.1 - 5-3.4) RIGHTS OF FAMILY UNIT
      Part 4 - (5-4.1 - 5-4.6) RIGHTS OF MEMBERS OF FAMILY RESULTING FROM WRONGFUL ACT, NEGLECT OR DEFAULT CAUSING DEATH OF DECEDENT
  Article 6 - CLASSIFICATION, CREATION, DEFINITION OF, AND RULES GOVERNING ESTATES IN PROPERTY
      Part 1 - (6-1.1 - 6-1.3) ESTATES CLASSIFIED AS TO DURATION
      Part 2 - (6-2.1 - 6-2.2) ESTATES CLASSIFIED AS TO NUMBER OF PERSONS
      Part 3 - (6-3.1 - 6-3.4) ESTATES CLASSIFIED AS TO TIME OF ENJOYMENT AND CREATION
      Part 4 - (6-4.1 - 6-4.10) ESTATES DEFINED
      Part 5 - (6-5.1 - 6-5.12) RULES GOVERNING FUTURE ESTATES
      Part 6 - (6-6.1 - 6-6.7) DISPOSITION OF COMMUNITY PROPERTY RIGHTS AT DEATH
  Article 7 - TRUSTS
      Part 1 - (7-1.1 - 7-1.18) RULES GOVERNING TRUSTS
      Part 2 - (7-2.1 - 7-2.8) RULES GOVERNING TRUSTEES
      Part 3 - (7-3.1 - 7-3.5) RIGHTS OF PURCHASERS, CREDITORS AND OTHER PERSONS
      Part 5 - (7-5.1 - 7-5.8) Bank Accounts in Trust Form
      Part 6* - (7-6.1) HONORARY TRUSTS FOR PETS
      Part 6* - (7-6.1* - 7-6.26) UNIFORM TRANSFERS TO MINORS ACT
  Article 8 - CHARITABLE TRUSTS
      Part 1 - (8-1.1 - 8-1.8) RULES GOVERNING CHARITABLE TRUSTS
  Article 9 - PERPETUITIES AND ACCUMULATIONS
      Part 1 - (9-1.1 - 9-1.8) PERPETUITIES
      Part 2 - (9-2.1 - 9-2.3) ACCUMULATIONS
  Article 10 - POWERS
      Part 1 - (10-1.1) COMMON LAW OF POWERS ESTABLISHED WITH EXCEPTIONS
      Part 2 - (10-2.1 - 10-2.2) DEFINITIONS
      Part 3 - (10-3.1 - 10-3.4) VARIETIES OF POWERS
      Part 4 - (10-4.1) CREATION OF A POWER OF APPOINTMENT
      Part 5 - (10-5.1 - 10-5.4) EXTENT OF DONEE'S AUTHORITY TO APPOINT OR CONTRACT TO APPOINT AN ESTATE IN APPOINTIVE PROPERTY
      Part 6 - (10-6.1 - 10-6.9) RULES GOVERNING EXERCISE OF A POWER OF APPOINTMENT
      Part 7 - (10-7.1 - 10-7.4) RIGHTS OF CREDITORS IN APPOINTIVE PROPERTY
      Part 8 - (10-8.1 - 10-8.4) RULE AGAINST PERPETUITIES AND ACCUMULATIONS AS AFFECTED BY POWERS OF APPOINTMENT
      Part 9 - (10-9.1 - 10-9.2) REVOCATION AND RELEASE OF A POWER OF APPOINTMENT
      Part 10 - (10-10.1 - 10-10.8) PROVISIONS AFFECTING POWERS OTHER THAN POWERS OF APPOINTMENT
  Article 11 - FIDUCIARY: POWERS, DUTIES AND LIMITATIONS; ACTIONS BY OR AGAINST IN REPRESENTATIVE OR INDIVIDUAL CAPACITIES
      Part 1 - (11-1.1 - 11-1.11) FIDUCIARIES: POWERS, DUTIES AND LIMITATIONS
      Part 2 - (11-2.1 - 11-2.4) INVESTMENTS BY FIDUCIARIES: POWERS AND DUTIES RELATING THERETO
      Part 3 - (11-3.1 - 11-3.4) ACTIONS BY OR AGAINST PERSONAL REPRESENTATIVES
      Part 4 - (11-4.1 - 11-4.7) PROCEDURAL ASPECTS OF ACTIONS BY OR AGAINST PERSONAL REPRESENTATIVES
  Article 11-A - UNIFORM PRINCIPAL AND INCOME ACT
  Effective Date: 01/01/2002
      Part 1 - (11-A-1.1 - 11-A-1.3) DEFINITIONS AND FIDUCIARY DUTIES
     Effective Date: 01/01/2002
      Part 2 - (11-A-2.1 - 11-A-2.2) DECEDENT'S ESTATE OR TERMINATING INCOME INTEREST
     Effective Date: 01/01/2002
      Part 3 - (11-A-3.1 - 11-A-3.3) APPORTIONMENT AT BEGINNING AND END OF INCOME INTEREST
     Effective Date: 01/01/2002
      Part 4 - ALLOCATION OF RECEIPTS DURING ADMINISTRATION OF TRUST
     Effective Date: 01/01/2002
         Sub Part 1 - (11-A-4.1 - 11-A-4.3) RECEIPTS FROM ENTITIES
        Effective Date: 01/01/2002
         Sub Part 2 - (11-A-4.4 - 11-A-4.7) RECEIPTS NOT NORMALLY APPORTIONED
        Effective Date: 01/01/2002
         Sub Part 3 - (11-A-4.8 - 11-A-4.15) RECEIPTS NORMALLY APPORTIONED
        Effective Date: 01/01/2002
      Part 5 - (11-A-5.1 - 11-A-5.6) ALLOCATION OF DISBURSEMENTS DURING ADMINISTRATION OF TRUST
     Effective Date: 01/01/2002
      Part 6 - (11-A-6.1 - 11-A-6.4) MISCELLANEOUS PROVISIONS
     Effective Date: 01/01/2002
  Article 12 - ACTIONS BY CREDITORS AND OTHER PERSONS AGAINST DISTRIBUTEES AND TESTAMENTARY BENEFICIARIES
      Part 1 - (12-1.1 - 12-1.3) LIABILITY OF DISTRIBUTEES AND TESTAMENTARY BENEFICIARIES AND ACTION THEREON
      Part 2 - (12-2.1 - 12-2.5) RULES GOVERNING ACTION TO ENFORCE LIABILITY
  Article 13 - OTHER PROVISIONS AFFECTING ESTATES
      Part 1 - (13-1.1 - 13-1.4) ASSETS OF DECEDENT'S ESTATE
      Part 2 - (13-2.1 - 13-2.3) STATUTE OF FRAUDS REQUIREMENTS
      Part 3 - (13-3.1 - 13-3.6) MISCELLANEOUS PROVISIONS
  Article 14 - REPEALER; DERIVATION AND DISTRIBUTION TABLES; EFFECTIVE DATE
      Part 1 - (14-1.1) LAWS REPEALED BY THIS CHAPTER
      Part 2 - (14-2.1 - 14-2.2) DERIVATION AND DISTRIBUTION TABLES
      Part 3 - (14-3.1) EFFECTIVE DATE

• Review the New York Consolidated Laws Table of Contents

• Recent New York Court of Appeals Probate, Trusts, Wills & Estates Case Opinions
• Recent New York Court of Appeals Probate Case Opinions
• Recent New York Court of Appeals Trusts Case Opinions
• Recent New York Court of Appeals Wills Case Opinions
• Recent New York Court of Appeals Estates Case Opinions

• New York City Department of Finance
• New York City Tax Commission
• New York State Archives Probate Records
• New York State Commission on Quality of Care
  • Future Planning for Parents of a Child with a Disability
  • General Questions About Advance Directives
  • Guardianship FAQs
  • Guardianship Forms
• New York State Department of Taxation and Finance
  • Estate Tax Index
  • Estate and Gift Tax: Frequently Asked Questions
  • Estate/Generation Skipping Transfer Tax Forms
  • Estate Tax: Publications and Technical Bulletins
  • Gift Tax: Publications and Technical Bulletins
  • Office of Tax Policy Analysis: Estate Tax Reports
• New York State Division of Tax Appeals and Tax Appeals Tribunal
• New York State Tax Appeals Tribunal Rules of Practice and Procedure
• New York State Office for the Aging

• Beware Tax Trap When Transferring IRA to Spouse Pursuant to Divorce Decree in New York - By Myron Kove and James M. Kosakow (PDF format).
• Charitable Gifts of Tangible Personal Property in New York - By Sanford J. Schlesinger and Dana L. Mark (PDF format).
• Estate Planning for the Unwary - By Peter A. Borrok, New York State Bar Journal, February 1998, Vol. 70, No. 2.
• Gifts Must Involve Some Sacrifice, But the Tax Benefits Can Enhance Estate Planning Strategies - By Jon L. Schumacher, New York State Bar Journal, December 1999, Vol. 71 No. 9.
• Guardianships in New York State
• Historic New York State Estate And Gift Tax Reform - By Joshua S. Rubenstein and Eileen Caulfield Schwab, New York State Bar Association Trusts and Estates Law Section Newsletter, Fall 1997.
• The Homestead and Medicaid Planning in New York - By David Goldfarb, Goldfarb & Abrandt.
• Just Saying "No": Contemporary Pre- and Post Mortem Planning Opportunities with Disclaimers in New York - By David E. Stutzman.
• Library Resources for Research in New York Probate Records Since 1787
• Medicaid Trusts in New York
• New Law Will Increase Use of Revocable Lifetime Trusts in New York - By John J. Barnosky.
• Newly Enacted Laws Dealing with Lifetime Trusts: An Analysis - By Gerald I. Carp & Thomas G. Draper, Jr., New York State Bar Journal, February 1998, Vol. 70, No. 2.
• New York Courts Add Criteria for Supplemental Needs Trusts
• New York Distribution Rules: A Review of Deadlines and Default Rules for IRA Owners, Beneficiaries and Sponsors - By Natalie B. Choate.
• New York Estate Planning Benefits of Transferable Stock Options - By Marla G. Franzese and Martha N. Steinman.
• New York Estate Tax Changes - By Magdalen Gaynor (Summer 2000).
• New York Executors’ Elections - By Laurence D.Edelman.
• New York Laws - Estate Planning
• New York Lawyers Estate Planning
• New York New Estate and Gift Tax Law
• New York Probate Records Before 1787
• New York Should Enact the Uniform Anatomical Gift Act of 1987 - By Ira Mark Bloom (PDF format).
• New York State Bar Association Elder Law Section
• New York State Bar Association Elder Law Section Links of Interest
• New York State Bar Association Tax Section
• New York State Bar Association Trusts and Estates Law Section
• New York State Bar Association Trusts and Estates Law Links
• New York State Bar Association Trusts and Estates Law Section Newsletter Index
  • Spring 2001 - Vol. 34 No. 1
  • Winter 2000 - Vol. 33 No. 4
  • Fall 2000 - Vol. 33 No. 3
  • Summer 2000 - Vol. 33 No. 2
  • Spring 2000 - Vol. 33 No. 1
  • Winter 1999 - Vol. 32 No. 4
  • Spring 1999 - Vol. 32 No. 1
  • Fall 1998 - Vol. 31 No. 3
  • Winter 1997 - Vol. 30 No. 4
  • Fall 1997 - Vol. 30 No. 3
• New York State Medicaid Law - By David Goldfarb and Jeffrey G. Abrandt.
• New York State Surrogate's Court Forms
• New York State Surrogate's Court Form Index and Court Rules
• 1999 New York State Legislative Changes Affecting Estate Planning And Administration - By Joshua S. Rubenstein, New York State Bar Journal, December 1999, Vol. 71 No. 9.
• 1999-2000 New York State Legislative Session Changes Affecting Estate Planning and Administration - By Joshua S. Rubenstein (PDF format).
• Planning Wisely: Wills and Estate Fundamentals - From the New York Better Business Bureau (PDF format).
• Probate Lawyers New York City - From SearchNYC.com.
• Senior Law - From Goldfarb & Abrandt.
• Should I Have A Will? - New York law article, from Senior Law.
• Steps Taken While Testator Is Alive Can Play a Key Role in Upholding Client's Estate Plan After Death - By John J. Barnosky and John R. Morken, New York State Bar Journal, December 1999, Vol. 71 No. 9.
• Supplemental Needs Trusts for Disabled Persons in New York
• Surviving an Estate Tax Audit in New York - Philip A. Di Giorgio (PDF format).
• Using Wills and Trusts to Reduce Estate Taxes in New York
• The Wife's Estate in New York - By Robert L. Moshman.

New York State Law Resources

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