FEATURES & NEWS

The False Security of a Click-Through Will A client came to us after his father—a successful architect in Manhattan—passed away. The son brought in a

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 from Brooklyn recently called me. His mother had passed, and his siblings had found her will, neatly filed away. He was named as

The call often comes in the middle of the night. A parent, a spouse, a sibling has passed away in their Brooklyn home, and in

After a divorce is finalized in a Brooklyn court, the settlement agreement states that one spouse will keep the marital home. The papers are signed,

I often meet families in crisis. A loved one has passed away, and the executor—a child or surviving spouse—is trying to work with the attorney

When a Brooklyn family discovers their late mother printed a “Transfer on Death” deed from the internet to pass down her brownstone, the next nine

When an aging father in Brooklyn adds his eldest daughter to his checking account “just to help pay the bills,” he rarely realizes he is

An elderly parent in Manhattan, a widower with a lifetime of assets, remarries. The new spouse is decades younger. Six months later, your parent is

I often meet with couples who have spent decades building a life together. They share a home, bank accounts, and a vision for the future.

A client sat in my Manhattan office last week, worried. He had read about a “7-year rule” for gifts and feared that helping his daughter

I once worked with a family whose patriarch had built a formidable real estate portfolio in Brooklyn over 50 years. His net worth was in

I often sit with clients—successful entrepreneurs from Manhattan or families with generational property—who share a common goal. They want to transfer wealth to their children,

Just last week, a client from Manhattan sat in my office and asked, “What about this seven-year rule I’ve read about? Can I give my

I once worked with a couple on the Upper East Side who had spent a lifetime building a significant art collection. Their concern was not

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.

A client recently came into our Madison Avenue office with a file folder and a worried look. His mother had passed away in her Brooklyn

I often sit with families who believe a simple will is enough. They’ve done the paperwork, named their heirs, and checked a box. But then

A client once came to me after building a successful business in Manhattan. He had arrived in the U.S. decades ago, built his company from

The call I get most often starts the same way. A client from Manhattan or one of the boroughs calls, their voice strained. “My mother

When a family gathers to clear out a Brooklyn brownstone after a parent’s sudden passing, the search usually starts in the home office. You find

When a grieving daughter sits across my desk in Brooklyn with a document her father printed and signed just days before his death, the ensuing

I often sit with clients in our Manhattan office who are about to name a trustee. They’ll say, “My brother is great with people, I’ll

When a Brooklyn family loses a parent, grief is often interrupted by a hard, bureaucratic reality. The deceased’s bank accounts are suddenly frozen. The co-op

A few years ago, the children of a successful Manhattan real estate developer came to my office. Their father had died suddenly, leaving behind a