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Category Archives: Estate Administration

East Northport Client Visited by Elder Law Attorney

Yesterday evening, Futterman & Lanza, LLP visited a client from East Northport, NY at her home. Unfortunately, paperwork needed to be executed in order to have her and her brother appointed as administrators of their mother’s estate. This paperwork now needs to be filed at the Suffolk County Surrogate’s Court located in Riverhead, NY. Futterman…

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New Reporting Requirements for Executors of Estates- Part 5

As discussed in the previous posts, executors must now be aware of their responsibility to file newly created IRS form 8971, titled, “Information Regarding Beneficiaries Acquiring Property From a Decedent.” Form 8971 (including all attached Schedule(s) A must be filed with the IRS and only the Schedule A is to be provided to the beneficiary…

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New Reporting Requirements for Executors of Estates- Part 4

As discussed in the previous posts, executors must now be aware of their responsibility to file newly created IRS form 8971, titled, “Information Regarding Beneficiaries Acquiring Property From a Decedent.” Form 8971 (including all attached Schedule(s) A must be filed with the IRS and only the Schedule A is to be provided to the beneficiary…

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New Reporting Requirements for Executors of Estates- Part 3

As discussed in the previous posts, executors must now be aware of their responsibility to file newly created IRS form 8971, titled, “Information Regarding Beneficiaries Acquiring Property From a Decedent.” Form 8971 (including all attached Schedule(s) A) must be filed with the IRS and only the Schedule A is to be provided to the beneficiary…

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Reformation of Last Wills – Changing a Will After Death – Part 5

As discussed in the previous postings, reformation involves removing or adding language to a Last Will and Testament or a Trust created under a Last Will and Testament (a Testamentary Trust), due to a mistake, oversight, or error, to better match the Last Will or the Testamentary Trust to the testator’s intentions.  Courts repeatedly state…

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