News & Resources

As of Jan. 1, 2026, the New York State estate tax continues to present distinctive estate planning challenges attributable to differences between the New York and federal estate tax regimes. This article provides a comprehensive overview of the current New York estate tax framework, including a discussion and analysis of […]

Re: Florida Community Property Trust

Charitable giving has steadily been on the rise for decades, and an overwhelming majority of the giving is done by individuals. Notably, this facet of American culture remains strong even during market downturns and economic uncertainty. This article examines the opportunity and considerations for donating noncash (including non-publicly traded) assets […]

Mary S. Croly, Estate Planning Attorney and Partner, contributed to the attached article “Is a Living Trust Right for You?” published in New York Times supplement and in Super Lawyers 2023.   

There is little statutory guidance in New York state for a notary who is attempting to notarize a document by mark for a disabled individual. This article looks at the legal quandaries that may arise with a client who cannot write out his or her name or is otherwise unable […]