
Finding the Right Custodian for Your Family’s Future
I recently met with a couple from Brooklyn. Twenty years ago, they had a “simple will” drafted by a general practice lawyer. Today, their life
Home » ESTATE PLANNING » Page 86

I recently met with a couple from Brooklyn. Twenty years ago, they had a “simple will” drafted by a general practice lawyer. Today, their life

When a Brooklyn family suffers the sudden loss of both parents who never formally executed a will, the immediate aftermath is not a quiet transition

A client recently came to my Manhattan office after his mother passed away. She had lived in the same Brooklyn brownstone for fifty years, and

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 few weeks after his mother’s funeral, a son from Queens receives a copy of her will and is stunned. For decades, he and his

I recently met with a couple from Manhattan who were reviewing a draft of their first will. They were sharp, successful executives, but after reading

A few months ago, a client came into my Manhattan office with a stack of papers and a deep sense of frustration. His father had
When a Manhattan family discovers their father’s will was signed but never witnessed, the next nine months belong to Surrogate’s Court. I see this scenario

A client recently came into my office with a stack of papers downloaded from the internet. It was a revocable living trust, dutifully signed and

When a Queens family loses a parent, it often takes months to realize the deceased’s Honda Accord is still racking up insurance premiums in the
When a couple relocates from California to Manhattan, they bring their careers, their furniture, and frequently, a fundamental misunderstanding of their own assets. A husband

A client sat across from my desk in Manhattan last month with a $600,000 traditional IRA and a husband who had just suffered a severe
I regularly meet with adult children who arrive at our Manhattan office carrying their parent’s newly signed last will and testament, expecting it to solve
Five years after a Brooklyn divorce is finalized, a former spouse goes to refinance the brownstone she won in the settlement—only to discover her ex-husband

I once met with two siblings in our Manhattan office, divided by a single, poorly drafted sentence in their father’s will. He had used an
Picture a family sitting in a funeral director’s office in Brooklyn, forty-eight hours after a sudden loss. The director hands them an itemized estimate for

When a Brooklyn family discovers their late father left behind a valid will, the initial relief is often short-lived. The nominated executor typically assumes that

When an elderly parent in Manhattan passes away, the last thing their children expect is a tax bill from Albany—especially when they know the estate

A family in Brooklyn receives a certified letter containing a legal document called a “Citation” from the Kings County Surrogate’s Court. Confusion sets in. Is

I once met with a family from Brooklyn whose father had recently passed away. They brought me a handwritten note, found in his desk drawer,

A client recently sat in my office with a common goal. She has two adult children—a daughter in Manhattan who is a meticulous accountant and

I recently attended a funeral for the patriarch of a Manhattan family our firm has represented for decades. The eulogies were filled with stories of

A client came to our Manhattan office after his mother passed away. She lived a modest life in Queens, leaving a small checking account, some

A call comes in from an adult son in Brooklyn. His mother had a fall, and the doctors are saying she may need long-term nursing
A daughter in Brooklyn wants her father cremated, knowing it was his quiet preference for years. Her estranged brother, however, insists on a traditional burial.

A client recently came into my Manhattan office with a common question. He and his wife owned a home, had two children, and ran a

When a widow sits across from my desk a few weeks after losing her husband, the conversation inevitably splits into two distinct tracks. On the

A family in Brooklyn calls my office. Their mother recently passed away, and while she left a will stating her three children should inherit her

I once met with two siblings from Brooklyn who were about to spend tens of thousands of dollars fighting in Kings County Surrogate’s Court. The

I recently met with a family from Brooklyn whose father had suffered a severe stroke. He was a retired contractor who built a comfortable life—a