As trusted legal advisors in matters of estate planning and asset protection, questions surrounding the tax implications of trusts often arise. In this article, we
I often get a call that starts the same way. “My father passed away in his Manhattan apartment last week. He had a will, and
When a Manhattan widow walks into her local bank branch to open a new account for her recently established revocable living trust, the branch manager
When a client’s mother passed away in her Manhattan apartment, he brought me her will, believing it was the complete instruction manual for handling her
When a client comes to me after a parent has passed away in New York with only a will, I know what the next year
A client recently came to our Manhattan office with a story I have heard too many times. Her brother had passed away, leaving a trust
In the realm of estate planning, a Medicaid Asset Protection Trust stands out as a powerful tool for safeguarding assets and ensuring peace of mind
An executor in Queens opens a thick envelope from the Surrogate’s Court and sees a dozen official forms. It looks bureaucratic but manageable—perhaps like filing
A new client sat in my Manhattan office last month, recently divorced and ready to put his affairs in order. He was proud of his
When a Manhattan family discovers a sudden, handwritten amendment to a parent’s will executed just weeks before their passing, the grieving process abruptly halts. The
When a Manhattan executive suffers an unexpected medical emergency, the immediate crisis is physical. The secondary crisis—which often begins within forty-eight hours—is financial. Family members
I once met with the surviving spouse of a brilliant tech founder. His Manhattan-based company was on the verge of a major funding round, but
The call I most often receive comes from a kitchen table in Brooklyn or a home office in Manhattan. A parent has passed, and my
I recently sat with a couple from Manhattan in our Madison Avenue office. They had spent years building a successful business and were now creating
A son sits at his late mother’s kitchen table in Brooklyn, a stack of papers in front of him. In the stack is the deed
A client once came to my Manhattan office with a will his father had meticulously updated just six months before his death. The will was
When a Manhattan family loses a parent who left behind a substantial estate and an unequal distribution among surviving children, the next two years inevitably
A client came into my Manhattan office last week, a founder who had built her company from the ground up. She was ready to create
An executor in Brooklyn receives a certified letter from a beneficiary’s attorney. The letter questions the validity of their father’s will, alleging undue influence by
A couple sat in my office last week—a second marriage for both, children from prior relationships, and a collection of assets acquired over decades. They
I often meet with families in the days after a loss, and they come to my office with a common, frustrating problem. The original Will
When a parent passes away in Manhattan with only a traditional will, the family quickly learns their grief must share space with bureaucracy. The nominated
A client recently came to our Manhattan office after his mother passed away in her Queens apartment. She didn’t own the apartment, had no will,
A client sat in my Manhattan office last week, concerned. She had just finished funding her new revocable living trust, transferring her apartment and investment
When a Manhattan business founder dies leaving behind unreleased products, trademarks, and a fragmented family, the ensuing nine months in Surrogate’s Court determine whether that
A client called our Manhattan office last week. He and his wife co-own their brownstone, and his new business venture carries significant personal liability. “I
A widower in Brooklyn leaves behind a $3 million estate. He had three children, but tragically, two predeceased him. The first deceased child left behind
When a Manhattan family loses a parent who left behind a substantial brownstone but very little liquid cash, the next nine to twelve months belong
When a Brooklyn father passes away suddenly, leaving behind three adult children with conflicting religious views, the question of his final disposition can immediately halt
I once met with a couple from Brooklyn who had done what they thought was enough. They had downloaded a will template and named the
