FEATURES & NEWS

I once met with a new client, a retired executive from Manhattan, who had done everything right—or so he thought. He had diligently created a

The call is one I get often. A daughter in Manhattan believes her brother unduly influenced their aging father to write her out of his

When I sit down with a Manhattan family that has just lost a parent whose only estate planning document was a simple will, I have

A few years ago, a new client came to our office with a thick binder. It contained a revocable living trust prepared by another firm

I received a call last week from a family in distress. Their father, a longtime Manhattan resident, had passed away without a will or any

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 client of mine, a surgeon with a thriving practice in Manhattan, spent two decades building a portfolio of rental properties in Brooklyn. It was

A client recently came to our Manhattan office with a familiar story. His mother, a lifelong Brooklyn resident, passed away. The will presented for probate

A grandparent in Queens passes away, leaving a loving gift of $100,000 in their will directly to a grandchild with a developmental disability. What seems

I recently sat with a client in our Manhattan office who had spent months organizing every financial detail of her life. She knew exactly which

You’re holding the key to your late mother’s safe deposit box. Inside, beneath stock certificates and old family photos, is the document you were looking

An executor for a Brooklyn estate calls me. She’s preparing the inventory of assets for Surrogate’s Court, but the deed to the family brownstone is

A family in Brooklyn recently came to my office. Their father had passed away, leaving behind a home, a modest investment account, and a will

A client came to my office with a common but difficult problem. Years ago, he and his wife signed their Brooklyn home over to their

A client once came to my office with a clear intention. After a difficult divorce and remarriage, he wanted his will to leave his entire

I once met with the children of a successful Brooklyn business owner. Their father had a will, meticulously drafted a decade prior, and they assumed

A client in Manhattan recently called me. His daughter is trying to buy her first apartment, and he wants to give her $250,000 for the

A client sat in my Manhattan office recently, looking at the first draft of his will. He pointed to a paragraph and said, “Russel, I

I often sit down with new clients who proudly produce a will they signed years ago, believing their planning is complete. They have a plan

When a Brooklyn family clears out their parents’ home after a sudden passing, they usually find a metal lockbox stuffed with decades of contradictory paperwork.

I recently met with a client who runs a successful manufacturing business based in Queens. He came to our Manhattan office with a clear goal:

A few months ago, I met with the adult children of a woman who had suffered a major stroke in her Queens apartment. Their mother

When a family on Long Island loses a parent, they often believe a simple will is all that’s needed. They are then shocked to discover

A client from Brooklyn came to my office last week with what seemed like a simple plan. She wanted to add her son’s name to