Gratuit, ancré dans les lois, pour fiduciaires sans avocat
Le Centre d'apprentissage du fiduciaire
Apprenez ce que la loi de l’État de New York prévoit réellement — en langage clair, sur les vraies lois — avant toute décision. La bibliothèque expose la loi et ne recommande rien.
Les guides
Getting started · 6 min de lecture
You were named successor trustee. What does New York law expect?
Taking office, the duties from day one, and the estate beside the trust.
Core duties · 6 min de lecture
What does a New York trustee owe beneficiaries in information and accounts?
Information on request, the annual statements, and settling an account.
Core duties · 6 min de lecture
What does prudent administration mean for a New York trustee?
The Prudent Investor Act, the initial assets, and the care no clause can waive.
Distributions · 6 min de lecture
Distributions in New York: by representation, per stirpes, and the trustee's discretion
By representation and per stirpes, discretion, and distributing in kind.
Compensation · 6 min de lecture
How is a New York trustee paid? The statutory commissions
The paying-out commission, annual commissions, and the annual statements.
Working with others · 5 min de lecture
Serving as a co-trustee in New York: how decisions are made
Joint and majority action, the written dissent, and the surviving trustee.
Working with others · 5 min de lecture
Can a New York trustee delegate? Agents, advisers and the duty of care
Delegating with care, paying advisers, and the court's review.
Records · 5 min de lecture
Keeping trust records in New York: the ledger behind the statements
Separate property, two columns, and the statements built from them.
Working with others · 6 min de lecture
When New York trust beneficiaries disagree: the trustee's position
Impartiality, the routes to court, and the record that answers them.
Closing · 6 min de lecture
How a New York trust ends: the trustee's closing steps
By the terms, by consent, by the court — and the closing sequence.
La bibliothèque, par question
Que demande le rôle ?
Avis et redditions de comptes
Argent : honoraires et frais
Délais, biens et clôture
Le Centre d'apprentissage est de l'information générale sur la loi de l’État de New York — pas un avis juridique, ni un substitut aux conseils d'un avocat de l’État de New York agréé sur vos faits précis. TrusteeClear est un logiciel, pas un cabinet.