-
Articles & Seminar Materials
- June 5 NYS Tax Litigation Seminar: Completion Certificate June 2, 2025
- June 5 NYS Tax Litigation Seminar — Outline May 31, 2025
- June 5 Tax Litigation Seminar — Supplementary Materials May 14, 2025
- June 5 CPE Seminar: NYS Tax Litigation — Practice & Procedure April 28, 2025
- March 13 CPE Seminar: Supplementary Materials March 4, 2025
- Income Taxation of New York Trusts & 2025 Planning Strategies March 4, 2025
- Webinar Recording of 1031 Final Regulations Seminar January 16, 2025
-
Natural Language Search
Search by Category
Most Popular
- Letters Testamentary
- Welcome
- Executor and Trustee Commissions Under NY EPTL
- Executors and Trustee Commissions
- Wash Sales
- Taxpayer Rights During an IRS Audit
- Declaratory Relief Against the Department of Taxation
- Like Kind Exchanges of Real Estate (2013 Revised Edition)
- 2004 REGS, IRS RULINGS & PRONOUNCEMENTS
- June 5, NYS Tax Litigation CPE Seminar
Tag Archives: SCPA § 1404 Deposition
AVOIDING CHALLENGES TO TESTAMENTARY INSTRUMENTS
Protracted legal proceedings by disgruntled descendants and relatives asserting lack of testamentary capacity or undue influence deplete the estate and delay distribution. Therefore, steps taken by the testator before death which minimize the possibility of later challenge are essential. Although somewhat surprising, the mere choice of who witnesses the will execution may later determine the success of a will contest. Favorable testimony given by attesting witnesses at an SCPA § 1404 deposition may facilitate the admission of the instrument into probate, or at least force a favorable settlement. Continue reading