A client came to my office with a familiar problem. Her mother had passed away, leaving a Brooklyn brownstone to her and her two siblings.
Medicaid Asset Protection Trust in New York Welcome to Morgan Legal Group P.C., your trusted partner in understanding and establishing a Medicaid Asset Protection Trust
Three siblings inherit a Brooklyn brownstone. Their parents purchased the building in 1978 for $65,000, and for decades, it served as the anchor of the
A few times a year, an adult child sits across from my desk in our Manhattan office and asks a heartbreaking question. Their parent, suffering
When an elderly parent passes away in their home, the family’s first call is often to us. After the initial shock and grief, the conversation
A family in Brooklyn finds their mother’s original will tucked away in a safe deposit box. They read it, see the clear instructions for who
A client’s father passed away in his Brooklyn apartment last fall. The family was grieving, but they also had immediate financial obligations—the co-op maintenance fees,
When a grieving Manhattan family discovers a parent’s last-minute will—signed on a hospital bed and leaving the bulk of the estate to a recent acquaintance—the
“My mother passed away six months ago in Manhattan, and my brother and I haven’t seen a dollar. Is something wrong?” I hear this question
Your mother named you as executor in her will. You feel the weight of that responsibility—a final act of trust she placed in you. You
A few months ago, I took a call from a woman whose father, a retired teacher in Brooklyn, had recently passed away. He was a
A few years ago, a client’s son called me from a hospital in Manhattan. His father had suffered a major stroke and was unable to
I once met with three siblings who had just lost their father. He had lived in the same Brooklyn brownstone for 40 years and left
Three weeks after their mother passes away, two siblings sit at a dining room table in Brooklyn opening a metal lockbox. Inside, tucked beneath decades
A family in Brooklyn clears out their late father’s study and finds it—the original, signed Last Will and Testament. There’s a sense of relief. They
Executor vs. Trustee: A Critical Distinction A nephew calls our office after his aunt passes away in Manhattan. He’s been named the “executor of her
A small business owner in Brooklyn completes a project, sends the final invoice, and a week later, learns their client has passed away. That invoice
A client sits in my Manhattan office. “Russel,” he says, “I want to set up a trust fund for my grandchildren.” It’s a phrase I
A brownstone in Park Slope, a family business in Williamsburg, savings built over a lifetime. Without a deliberate plan, what happens to it all when
When a Manhattan executive passes away leaving behind a blended family, two properties, and a generic will printed off the internet, the next eighteen months
Transfer of Your Home and Medicaid Eligibility 2024 Transferring your home can have significant implications for your eligibility for Medicaid benefits in New York. Medicaid
A son in Brooklyn is clearing out his late mother’s apartment. He finds a single savings account with $35,000, some furniture, and cherished family photos.
I once met with the children of a successful Manhattan entrepreneur a week after his funeral. He had built a remarkable manufacturing business from nothing.
A father in Brooklyn wants to add his adult daughter to the deed of the family brownstone. He believes it will help her avoid probate
When a Manhattan family loses a parent who relied entirely on a simple will, the next nine to eighteen months belong to Surrogate’s Court. The
A business owner in Brooklyn dies suddenly. He leaves behind a spouse, two children from a previous marriage, and a portfolio of real estate—but no
A client once came to me after his father passed away in Brooklyn. The father had a will—a simple, notarized document he’d downloaded online. The
An executor for a family in Queens recently called my office. The estate administration was finally complete—the assets distributed, the creditors paid, the final accounting
A client’s father, a successful Manhattan executive, passed away last year. His family knew he had invested heavily in cryptocurrency, but the small hardware wallet
A client often sits across from my desk holding two documents: a parent’s original will and a freshly issued death certificate. The abstract idea of
