In a Decision, dated October 13, 2022, signed by the Hon. Jennifer G. Sober, Acting Surrogate Court Judge for the Rensselaer County Surrogate’s Court, the Court ordered the striking of an earlier filed Will in favor of a subsequent Will, also dismissing claims alleging undue influence and lack of capacity associated with the Last Will […]Read Post
Tim O'Connor's Blog
SEC Issues Required Investor Disclosures for Variable Annuities and Variable Life Insurance Contracts
In a press release dated March 11, 2020, the SEC announced rules, as well as the issuance of a related form associated rule amendments designed to make disclosures for investors when sold variable annuities and variable life insurance contracts. Overall, these rules require insurance companies and broker dealers involved in the sale of these products […]Read Post
Airbnb Guest Injuries
With the number of Airbnb and VRBO rentals already exceeding the million reservations mark, it stands to reason that many paying guests renting properties have and will continue to encounter and suffer fall injuries at their rental accommodations. Airbnb requires its hosts to assure that rental properties are safe from many known hazards. For example, […]Read Post
Morgan Stanley Smith Barney Agrees to $5,000,000 Settlement Fund to Benefit Harmed Investors
In a release dated May 12, 2020, the Securities Exchange Commission announced that Morgan Stanley Smith Barney agreed to settle charges that it provided misleading information to clients in its Retail Wrap Fee Programs regarding trade execution services and transaction costs. A recent Order of the SEC has created what is known as the Fair […]Read Post
Will Contests – Have You Been Shorted by Trickery Involving a Loved One’s Estate?
Have you been unfairly deprived of an anticipated inheritance by way of trickery or deceit on the part of another party? New York State Law affords victimized would-be Will beneficiaries considerable favorable procedures and case law to assist in the recovery of your rightful inheritance. The baby boomer generation has seen thousands of claims involving […]Read Post
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- A Successful Will Contest
- SEC Issues Required Investor Disclosures for Variable Annuities and Variable Life Insurance Contracts
- Airbnb Guest Injuries
- Morgan Stanley Smith Barney Agrees to $5,000,000 Settlement Fund to Benefit Harmed Investors
- Will Contests – Have You Been Shorted by Trickery Involving a Loved One’s Estate?