FEATURES & NEWS

When a Brooklyn family unlocks a deceased parent’s safe deposit box and finds a will, the initial reaction is usually relief. That relief often evaporates

A couple from Brooklyn sat in my office a few years ago. They had what many people call “I love you” wills—simple documents that left

A client came to my office last month. She’s an entrepreneur launching a new venture and wanted to protect her family’s Manhattan apartment from potential

A family in Brooklyn loses their father. He lived in the same home for 40 years, and it was his largest asset. The children assume

When a Manhattan executive sits across my desk and asks how to fund a trust for their own eventual reanimation, the conversation shifts quickly from

I recently sat with a client in my Manhattan office who was establishing a trust for his two children. He was debating between his brother—an

A family in Queens recently came to my office. Their mother had passed away, leaving the house they all grew up in. They had the

When the owner of a Park Slope brownstone passes away with only a basic, decade-old will, their family’s life is put on hold. The next

I recently sat with a couple in their late seventies who had owned their Brooklyn brownstone since the 1960s. Their children were grown and settled,

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

When a Brooklyn family discovers their late father’s will in a safety deposit box, the relief is brief. They assume possessing the original document—complete with

An executor for a Westchester County estate recently called me, distressed. He had just received the first legal bill for his late mother’s probate, and

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

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 client recently called me from California. Her uncle, a lifelong Manhattan resident, had just passed away, and she was named as the executor in

When a Brooklyn business owner downloads a generic will template, signs it alone at his kitchen table, and passes away three years later, his family

The owner of a successful consulting firm in Manhattan dies unexpectedly. He was the firm’s heart and soul—the lead generator, the key client relationship holder,

A family in Brooklyn watches their son approach his 18th birthday. For most families, this is a milestone of independence. For them, it’s a legal

The phone call is a familiar one. “My aunt passed away ten months ago in Brooklyn,” a potential client will tell me. “Her son is

Can I Give My House to My Daughter and Keep Living In It? A client from Brooklyn recently sat in my office and asked a

A client sat in my Manhattan office last month, holding a notice from her bank. Her husband of forty years had passed, and they had,

A client once came to my office after receiving a call about his great-aunt’s estate. He expected a small, sentimental sum—perhaps enough for a family

A client once brought me a will he’d downloaded from a legal forms website. It seemed fine at first glance—it listed his assets and named

Navigating the complex and often⁤ overwhelming world of nursing home care is ⁤a task ‍that ⁢many adult children find​ themselves faced with⁢ as their parents

A few months after her aunt passed away, a client came to my office. She knew she was a beneficiary in the will—her aunt had

I’ve seen it happen in Brooklyn Surrogate’s Court more times than I can count. Two siblings, once close, now sit on opposite sides of a

I’ve seen it happen more times than I can count. A family from Staten Island walks into my office after a parent has passed away.