A client called me last week. His uncle, a recluse living in Queens, hadn’t been heard from in months. The family suspected he had passed
A call I often receive starts with a crisis. A parent in Nassau County has had a fall or a stroke, and the family is
An elderly mother living alone in her Manhattan apartment suddenly has a new “best friend”—a neighbor who now takes her to all her appointments, answers
The Look-Back Period in New York When it comes to Medicaid planning in New York, one important concept to understand is the “Look-Back Period.” This
A client of ours, a retired executive from Manhattan, passed away with over two million frequent flyer miles in his account. His children, acting as
A client recently came to our Manhattan office with a box of his late father’s mail. He had been named executor of the will, proud
A widow in Brooklyn discovers her late husband’s will leaves his entire multimillion-dollar business to a partner she’s never met. The family home, their joint
A son in Brooklyn has been managing his aging father’s finances for years under a valid Power of Attorney. He pays the bills, manages investments,
I once met with two brothers who had inherited their parents’ Brooklyn brownstone decades ago. For thirty years, they owned it together, paid the taxes
When a Manhattan family loses a parent, the grief is immediate. But when the children discover the deceased left no liquid assets and the funeral
The Letters Testamentary have arrived from the Surrogate’s Court. You’re officially the executor of your parent’s estate, and their Manhattan co-op—the largest single asset—needs to
A Local 3 ironworker falls from a scaffold on a job site in Brooklyn. He survives for two weeks before succumbing to his injuries. In
A client once brought up the old rumor about Walt Disney being cryogenically frozen, asking if we could do something similar for his business—preserve it
When a Manhattan family loses a parent who executed a will fifteen years ago and never looked at it again, they often expect a quiet,
I once worked with a family whose matriarch left her beloved Brooklyn brownstone outright and in equal shares to her three adult children. It was
When a Manhattan family loses a parent, the appointed trustee—often the eldest sibling—assumes control of the assets. For the first few months, everyone is patient.
When a Brooklyn family loses a parent who left behind a house, a business, and a two-page document downloaded from the internet, the next eighteen
When a Manhattan father passes away and leaves a $4 million estate in trust for his children, the appointed trustee—often the eldest sibling—usually assumes their
I once had a client from Long Island whose family spent nearly 18 months waiting for the Surrogate’s Court to settle his father’s estate. The
When a Manhattan widow passes away leaving a meticulously drafted last will and testament, her children often assume that document controls everything she owned. They
You’re sitting in the front pew of a funeral home in Brooklyn when the decedent’s eldest child leans over and whispers, “Will you say a
Navigating the intersection of inheritance and Social Security benefits can be a daunting task for many individuals. As experienced legal practitioners at Morgan Legal Group
A construction worker from Queens falls from a scaffold on a Manhattan job site. After eighteen months of litigation, a settlement check arrives. The relief
A family is gathered in a conference room after a funeral. The will for their mother, a lifelong Manhattan resident, is being read. It contains
A client’s daughter recently called my office. Her mother had passed away in Brooklyn, and she was named as the executor in the will. She
A client recently told me about the moment he was named a trustee. His sister called from her home in Brooklyn and said, “I’ve put
I once met with the surviving spouse of a brilliant tech founder. His Manhattan-based company was on the verge of a major funding round, but
When a parent passes away in Brooklyn leaving behind a house, investment accounts, and a lifetime of personal belongings, the nominated executor often turns to
When a legendary musician dies leaving behind an $80 million estate and no written instructions, the next decade belongs to the probate courts. We saw
A family sits in their late mother’s apartment in Queens, the grief still raw. As they sort through her papers, a harsh reality emerges: her
