Skip to main content
Category

Estates, Trusts and Private Clients

April 07, 2022 CLE webcast: “My Rich, Crazy Uncle Died, and I am named as Executor. What should I do? A Beginner’s Guide to Probate”

By All, Estates, Trusts and Private Clients, Firm News, Publications

“My Rich, Crazy Uncle Died, and I am named as Executor. What should I do?

A Beginner’s Guide to Probate

April 7, 2022  |   12:30 pm – 1:30 pm ET

Please join us for a CLE* (free) webcast and learn about Probate.

Our presenter Edward W. Greason, Of Counsel, is well-versed in estate planning, probate, and administration of estates and trusts, and will cover:

  • Jurisdiction, Probate v. Administration, and Probate Proceedings
  • Duties of a Fiduciary, including the Collection of Assets and Appraisals
  • Settling the Estate

Register Here. This event has ended.

(Zoom contact information will be sent to you upon registration)

[*] “Dunnington, Bartholow & Miller LLP has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education. This course or program has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 1 credit hour in Skills, acceptable for transitional credit for established and newly admitted attorneys.
For information and to apply, please contact Tina Carter, Office Manager, at tcarter@dunnington.com.  All requests are confidential.

How To Recover New York Assets When A Decedent Lived Outside New York State

By All, Client Alerts, Estates, Trusts and Private Clients, Featured

When a person domiciled outside New York dies owning a home or tangible personal property in New York, a petition to the New York Surrogate’s Court is generally required to gain access to the decedent’s New York situs assets because decedent’s property located in New York at the time of death is ordinarily subject to the jurisdiction of New York’s Surrogate’s Courts. Read More

This year only – take advantage of a charitable deduction of $300 (or $600 for couples)

By All, Client Alerts, Estates, Trusts and Private Clients, Featured

Authorized by Congress in response to the pandemic, a special tax deduction in 2021 will reward taxpayers who make charitable donations by December 31.

This year only, taxpayers who take the standard deduction can claim an additional deduction of up to $300 for cash contributions to qualifying charities made in 2021. Married couples filing jointly can claim up to $600. Read More

Dunnington’s P.M. Natasha Chang to speak on NFTs at “Estate Planning for Art Collectors”

By All, Estates, Trusts and Private Clients, Featured, Firm News, Intellectual Property, Advertising, Art and Fashion Law, Uncategorized

Dunnington partner P.M. Natasha Chang will speak on “NFTs & Estate Planning” at an “Estate Planning for Art Collectors” CLE sponsored by Center for Art Law.  The CLE will take place at noon on Thursday, November 18th, virtually and in person at Dunnington’s offices at 230 Park Avenue (45th St), 21st floor. This event has concluded.

Read More

George Washington Gowen ~ In Memoriam (September 14, 1929 – March 14, 2021)

By All, Estates, Trusts and Private Clients, Featured, Firm News, Publications

 

 

It is with profound sadness that Dunnington Bartholow & Miller LLP announces the passing of our esteemed and long serving partner George W. Gowen on March 14th. George joined the firm upon graduation from the University of Virginia Law School in 1957 and, except for a brief interval, spent his entire career at the firm. During that time George mentored and guided generations of attorneys at the firm. George represented a diverse group of clients, including individuals, corporations and charities. He was especially proud of having helped a client sell the The Guennol Lioness, a Mesopotamian statue for $57 million dollars, a record for a statue at the time. Among his clients were the United States Tennis Association, the Explorers Club, The Voltaire Society of America, and numerous individuals, many of whom became his close friends. George is survived by his two daughters, their husbands, and four grandchildren. He was predeceased by his beloved wife, Marcia.

You may leave a message for the family by clicking here.

Dunnington Client Alert: Executing a Will by Video During the Pandemic

By All, Client Alerts, COVID-19 Guidance, Estates, Trusts and Private Clients, Featured

New York is now in Phase II of reopening after the COVID-19 shut-down.  Still, many people remain concerned about what the new “normal” means when it’s still possible to contract the virus and perhaps face an untimely death.  Having an updated estate plan can provide some relief from this anxiety, and you don’t have to leave home to accomplish it.  Right now it is possible to execute a new or updated will using video technology without having to physically appear in your lawyer’s office. Read More

Dunnington Client Alert: Complete This Health Care Proxy Now

By All, Client Alerts, COVID-19 Guidance, Estates, Trusts and Private Clients, Featured

We hope you are healthy and safe.  The COVID-19 crisis reminds us of the need to have a Health Care Proxy.  This can be critical if you or your family have to deal with medical emergencies.

A Health Care Proxy enables you to appoint a person you trust to make medical decisions if you are unable to make them for yourself.   When could this happen?  Read More

Dunnington Files U.S. Supreme Court Amicus Brief For Authors Guild et al. In Dispute Over Film Rights To John Steinbeck’s Grapes of Wrath

By All, Estates, Trusts and Private Clients, Featured, Intellectual Property, Advertising, Art and Fashion Law, Litigation, Arbitration and Mediation

On April 29, 2020, Dunnington partners Ray Dowd and Olivera Medenica filed an amicus curiae brief on behalf of The Authors Guild, The Dramatists Guild, The American Society of Journalists and Authors, and former Register of Copyrights Ralph Oman at the United States Supreme Court.  The case involves a dispute among John Steinbeck’s heirs over who should benefit from copyright termination rights.  Read More

Dunnington Client Alert: Estate Planning In A Pandemic

By All, Client Alerts, COVID-19 Guidance, Estates, Trusts and Private Clients, Featured

Estate Planning In A Pandemic

Susan Rothwell, Partner

April 13, 2020

Note: Current Status of the Surrogate’s Courts.  As of this writing, the New York Surrogate’s Courts, which deal with wills, estate and trust issues, guardianships and adoptions, are open right now on a limited basis and only for essential and urgent matters.  What constitutes an essential and urgent matter for the Surrogate’s Court is being decided on a case-by-case basis and depends on which county you are in.  At the moment, anyone in NY county who needs access to a Surrogate’s Court Judge on this “essential” basis may have a private phone call with the Chief Clerk guidance and must submit any paperwork by regular mail.  No one may walk into the court without calling ahead.  All trials and hearings including guardianships and adoptions are postponed until further notice.

Estate Planning Now

In light of the devastating death toll and the ongoing threat of contracting COVID-19, it’s not surprising if you’re thinking about estate planning.  Here are some things to think about when you review your estate planning documents or consider drafting new ones if you don’t yet have a will or a trust.   Read More