
Medicaid And Home Care
Introduction Medicaid and home care services play a vital role in ensuring that seniors and individuals with disabilities can age gracefully in the comfort of
Home » ESTATE PLANNING » Page 80

Introduction Medicaid and home care services play a vital role in ensuring that seniors and individuals with disabilities can age gracefully in the comfort of

A few months ago, a new client came to our Manhattan office after his mother passed away. He was relieved because she had named him

I once met with the widow of a successful Manhattan restaurant owner. He had died suddenly, without a will. She assumed that as his wife,

A client recently came to our Manhattan office holding his mother’s original will. He was named as the executor and assumed that meant he could

A client recently sat in my office, convinced a simple will was all he needed. He owned his Brooklyn brownstone outright, had a straightforward investment

I once met with the widow of a successful architect. Her husband had co-founded a thriving firm in Manhattan, structured as a Limited Liability Company

Your mother named you as executor in her will. You believe you have a clear set of instructions. You take the original will and the
When a Brooklyn family loses a parent, the eldest sibling often steps up to act as executor out of a sense of obligation. They anticipate

A client I prepared a will for over a decade ago called my office recently. His life had changed in small but significant ways—a nephew

A client came to my office last month, a successful entrepreneur from Manhattan with a growing logistics company. “Russel,” she said, “I want to put

I often meet with families after a parent has passed away. The children come to my office with a will, thinking the family home in

The most important conversations I have don’t start with numbers. They don’t begin with a list of properties, brokerage accounts, or business valuations. They begin

I’ve seen it happen more than once. A family in Brooklyn comes to my office holding a document their father printed from the internet. It

A few years ago, a woman came to our Manhattan office distraught. Her husband of nearly 40 years had passed away, and his will—drafted long

A client recently came to our Madison Avenue office with what seemed like a simple request. Her son, who she had named as executor in

When a successful Manhattan executive passes away and leaves his entire estate outright to his second wife, an unintended countdown begins. The children from his

A client came to me years ago with a problem she thought was simple. Her mother, wanting to make things easy, had added her to
When a Manhattan family opened their father’s safe deposit box last year, they found his revocable living trust neatly bound in a leather folder. Stapled

A couple I met last year had spent two decades building a successful business in Brooklyn. They arrived as students, became lawful permanent residents, and
When a Manhattan executive passes away leaving behind a primary residence on the Upper East Side and a family villa in Tuscany, the surviving spouse
A father in Brooklyn adds his eldest daughter to the deed of his two-family home, assuming this casual maneuver will help the family bypass Surrogate’s

When a client comes to my office to settle a parent’s estate, one of the first things we do is take inventory. Often, the largest
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

The call often comes late at night. The words on the other end are halting, broken. Someone has died. And in that moment, as you

A client came to me last year, a successful entrepreneur with a growing business in Manhattan. His will was in order, but he was worried.

When a Brooklyn family loses a parent who never signed a will, the eldest child often steps forward to handle the estate. They file the

I sometimes get calls from people who have just moved to New York from another state. They see online services offering to generate a last
When a Brooklyn family clears out a parent’s apartment and comes up empty-handed, the first instinct is often to turn the search online. We expect
Five years after executing his will, a Manhattan father decides to remove a financially irresponsible sibling as his executor, opting instead for his eldest daughter.

I recently met with a family from Queens whose father had just been diagnosed with a condition that would soon require skilled nursing care. They