New York Financial Disclosure Legal Guides

Comprehensive statutory analysis, procedural guides, and evidentiary standards for completing Form UD-11 and complying with 22 NYCRR § 202.16.

How to Complete New York Statement of Net Worth (Form UD-11)

Exhaustive field-by-field instructions for Sections I through VI, required tax attachments, and sworn execution requirements.

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New York Mandatory Financial Disclosure Rules (DRL § 236)

The compulsory disclosure doctrine under DRL § 236(B)(4), automatic stay orders, and sanctions for non-disclosure.

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Separate vs. Marital Property Characterization in New York

Defining separate property under DRL § 236(B)(1)(d), passive vs. active appreciation under Hartog, and down payment tracing.

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Surrogate's Court Spousal Elective Share Net Worth Tracing

EPTL § 5-1.1-A spousal elective share calculations (1/3 net estate), testamentary substitutes, and financial accounting in estate proceedings.

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