
When a Power of Attorney Meets a Revocable Trust
A client’s mother, living on the Upper East Side, recently had a stroke. Her daughter was her appointed agent under a durable Power of Attorney.
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A client’s mother, living on the Upper East Side, recently had a stroke. Her daughter was her appointed agent under a durable Power of Attorney.

A family in Suffolk County receives a formal notice from the Surrogate’s Court. Their father has passed away, and his will has been filed. One

Understanding Pooled Income Trusts A Pooled Income Trust is a unique financial arrangement that can provide valuable benefits for individuals in New York who require

A family from Brooklyn calls our office. Their mother recently passed away, and her will clearly names her son as the executor. The New York

Two brothers in Brooklyn buy a brownstone together. They take title as “joint tenants with right of survivorship.” Years later, the older brother marries, has
When a Manhattan business owner dies unexpectedly, his family often assumes the hardest days are behind them. Then they find his legal binder. If the

A client came to my office after selling his successful Manhattan tech company. He was in his late fifties—his children in their early twenties. His

An executor for a Manhattan estate sits at a dining room table, now a makeshift office. Before them are two stacks of mail. One contains

I often get a call that starts the same way. “My father passed away in his Manhattan apartment last week. He had a will, and

A client in Manhattan recently asked her nephew to serve as successor trustee for her trust. He was honored—but also uneasy. He runs his own

The calls about the house often begin within days of the funeral. A sibling who lives out of state wants to sell immediately. Another, who

A son in Queens receives a call from his late mother’s attorney. The will she signed just three months before her death is entirely different
A Queens family recently sat in my office with a stack of facility invoices totaling $16,500 a month. Their father had suffered a severe stroke,

A client came to my office a few years ago, distraught. His mother, a lifelong Brooklyn resident, had passed away, leaving behind a carefully written

A family stands in the intensive care unit of a Long Island hospital, staring at a ventilator. The patriarch, who suffered a massive stroke two
When a grieving family sits in a Brooklyn funeral home trying to recall a passing comment made at a Thanksgiving dinner five years prior, the

A client came to our Manhattan office last year after her father, a successful architect, suffered a debilitating stroke. He had a meticulously drafted will,

A few years ago, a client came to my Manhattan office after her brother passed away. In his will, he left a six-figure inheritance directly

I once met with a family from Brooklyn whose matriarch had suffered a severe stroke. She was alive but unable to communicate, and she had

A few years ago, a family came to my office after their father passed. He had downloaded a will from the internet, filled it out

When a Long Island family loses a parent who never created a trust, the next nine to twelve months often belong to the Surrogate’s Court.

A few years ago, a client sat in my Manhattan office and told me, with complete seriousness, that his estate plan needed to include instructions

When an unmarried partner of twenty years dies suddenly in Brooklyn without a will, the surviving partner inherits exactly nothing. The next morning, the legal

I have seen families—loving families—torn apart by the question of what to do with a parent’s remains. A brother and sister in Queens recently spent
When a family loses a parent in Brooklyn, a predictable sequence of events unfolds. The surviving children spend weeks clearing decades of memories from the

When a Will Is More Than Just a Piece of Paper A client once came into my Manhattan office with his mother’s will. It was

A client recently came to my office with a common and painful problem. Her mother had passed away in Brooklyn, leaving a will that named

An executor for her father’s estate in Brooklyn just received two invoices. One is from our firm for the initial legal work. The other is

I recently met with a widow from Brooklyn. Her husband had passed a few years prior, and her primary concern was the family’s three-story brownstone.

I often get a call from a client standing in the doorway of a parent’s home for the first time after their death. They are