Firm Update No. 2024-08本所动态 2024-08 号
In re Funding a Revocable Trust With New York City Real Estate: The Deed That Makes the Plan Work以纽约市房产为可撤销信托出资：使规划生效的那份契据
- Practice领域
- Trust & Estate信托和遗产规划
- Jurisdiction管辖
- New York City (ACRIS)纽约市（ACRIS登记系统）
- Our role本所角色
- Counsel to the settlors委托人律师
- Status进展
- Deed to trust recorded Oct. 20242024年10月向信托转移的契据完成登记
IFacts事实
Two settlors established a revocable trust to hold New York City real property and pass it without probate. The firm prepared and recorded the deed conveying the property to the trustees. When the Department of Finance asked for confirmation of the trustees' authority during recording, the firm supplied a certificate of trust, and the deed was recorded in October 2024.两名委托人设立可撤销信托，用以持有纽约市不动产，并在无需遗嘱认证的情况下传承。本所起草并登记将房产转让给受托人的契据。登记过程中，财政局要求确认受托人的权限，本所提供信托证明书，契据于2024年10月完成登记。
IIQuestion Presented争议问题
Why does a revocable trust avoid probate only for property actually transferred to it, and how is New York City real estate transferred?为何可撤销信托只能使实际转入的财产免于遗嘱认证？纽约市房产如何转入？
IIIRelevant Law相关法律
N.Y. EPTL §§ 7-1.17, 7-1.18: lifetime trust; execution and acknowledgment formalities; trust funding; validity limited to transferred assetsN.Y. EPTL §§ 7-1.17, 7-1.18：生前信托；签署及公证形式要件；信托注资；效力限于已转移资产
N.Y. Real Prop. Law § 291: recording; acknowledged conveyance; deed to trusteeN.Y. Real Prop. Law § 291：登记；经公证之转让；转让予受托人之契据
N.Y. SCPA art. 10: intestate administration; non-trust assets; Surrogate's Court proceedingsN.Y. SCPA art. 10：无遗嘱遗产管理；信托外资产；遗嘱认证法院程序
IVDisposition结果
The deed conveying the property to the trustees was recorded in the New York City Register in October 2024, and the firm delivered the certificate of trust to the settlors in March 2025.将该房产转让给受托人的契据于2024年10月在纽约市登记处完成登记，本所于2025年3月向委托人交付信托证明书。
Client details are withheld to protect confidentiality. Prior results do not guarantee a similar outcome.为保护客户隐私，相关信息已隐去。过往结果不保证类似案件的结果。