FEATURES & NEWS

A client sat in my Manhattan office last week, looking at a draft of their will. “Russel,” he said, “what exactly is a fiduciary? And

When a family in Brooklyn loses a parent who owned a brownstone purchased in 1982 for $90,000, the immediate fear is almost always the tax

I recently spoke with a client whose father had passed away two years ago. The father named his oldest son—my client’s brother—as trustee for the

A client came into my office last week with a plan. He owned a home in Brooklyn, free and clear, and had read online about

I recently met with a couple who own a successful restaurant in Brooklyn. For twenty years, they’ve poured everything into it. When one of them

The call often comes from an executor in Brooklyn, or an adult child who has just inherited a parent’s Manhattan apartment. They’ve learned they are

A client sat across from me last week, convinced he needed a “living trust” but concerned about the term “revocable.” It’s a question my firm

I once worked with the children of a successful Manhattan restaurateur. When he passed away, his entire legacy—three restaurants, commercial properties, and a lifetime of

I often meet with clients who have remarried. A common situation is a widower with two adult children who marries a woman with a child

The call often comes on a Tuesday afternoon. Your mother, who lived in the same Manhattan apartment for forty years, has passed away. Amid the

A client from Brooklyn came to my office last week with what seemed like a simple plan. She wanted to add her son’s name to

A client recently walked into my Manhattan office with a leather-bound folder from 1998. Inside were a will and a trust, perfectly drafted for a

When a family sits in my office after losing a parent, the conversation eventually turns from grief to process. An executor receives a thick packet

An executor for a Manhattan co-op has just received the final appraisal report. The art, the brokerage account, the tangible property—everything has a value assigned

I once met with a widow from Brooklyn whose late husband had done almost everything right. He had a will, a trust, and clear intentions

When the owner of a Brooklyn brownstone passes away leaving only a will, the family’s inheritance is put on hold. That property, intended as a

A family in Brooklyn receives a stack of official-looking documents from the Surrogate’s Court. They always assumed that when their father passed, his will would

A client recently sat in my Manhattan office and asked, “Russel, my will names an executor, but my trust names a trustee. I chose the

A family in Brooklyn gathers after their father’s funeral, holding what they believe is his final will. He had always been a meticulous man, and

I was in a meeting with a client, a retired executive, when he paused and asked me what a will really is. Beyond the signatures,

A new client once came to my office with a will he’d downloaded online for $99. “It’s simple,” he said. “I just want everything to

A client came to our Manhattan office last month distraught. Her father had recently passed, and she was the sole heir and executor named in

The envelope arrives from the New York County Surrogate’s Court. It looks official, and it is. Inside, a document called a “Citation” or a “Notice