Wills, Trusts & Estates: NY Primary & Secondary Sources

Excerpt from Thomson Reuters' book description: This treatise "provides the necessary guidance for resolving both routine and complex New York estate and tax matters." "[M]ore than 150 forms cover virtually every contingency in estate administration." This source also discusses "the effect of domicile decisions on tax liability; tips on selecting a fiscal year, maximizing life insurance proceeds, and other probate issues that must be considered; numerous fact sheets relevant to decedents, distributees, beneficiaries, wills, and fiduciaries; a Data Packet containing step-by-step procedures, detailed checklists, and extensive sample forms; and all laws, letters, practice tips, and checklists needed to assure proper settlement of an estate."

An essential guide to New York estate administration written by Prof. Valentine Turano and Judge C. Raymond Radigan (retired, New York Surrogate's Court, Nassau County).

Warren's Heaton covers in depth many procedural issues and includes current federal and New York estate tax forms with detailed explanations. Also provides official New York Surrogate's Court forms. The authors include a current Surrogate's Court judge and a retired Surrogate's Court judge. Publisher LexisNexis states: "Accepted by the courts as the leading text and authority on substantive and procedural practice."

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