
A Founder’s Checklist for Business Succession Planning
I once met with the children of a founder who ran a successful commercial printing business in Queens for 40 years. He suffered a stroke,
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I once met with the children of a founder who ran a successful commercial printing business in Queens for 40 years. He suffered a stroke,

I once had a client, a brilliant artist from Manhattan with a very specific vision for her legacy, ask if her will could require she

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

An elderly mother in Brooklyn adds her eldest son to the deed of her brownstone. The understanding—spoken, but never written down—is that he will hold

A few years ago, I met with the adult children of a woman who had passed away in her Manhattan apartment. They assumed her estate

The phone rings. A family member tells you that a loved one has passed—and that you have been named as the executor of their will.

When a family in Brooklyn loses their matriarch, the discovery of her will is often just the beginning. They assume her wishes are clear, but

Imagine your executor, years from now, standing in the Queens Surrogate’s Court with your will in hand. The document is clear, your intentions are laid

The certified mail arrives. Inside is a citation from the New York Surrogate’s Court, naming you as a respondent in a proceeding to contest your

When a parent in Brooklyn passes away leaving only a will, their family’s life is put on hold. Their home, their bank accounts, their investments—everything

A client recently came to our Manhattan office with a familiar story. His mother, a lifelong Brooklyn resident, passed away. The will presented for probate

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 recently came into our Madison Avenue office with a thick binder. Her father, a lifelong Brooklyn resident, had passed away, and she had

In the complex realm of estate planning, certain scenarios require prudent consideration and meticulous attention to detail. One such circumstance involves the management of home

The call comes at 2 AM. There has been an accident on the Brooklyn-Queens Expressway. Your loved one is in the hospital, unconscious and unable

When a Brooklyn couple unexpectedly passes away leaving behind a minor child, the surviving grandparents often assume they automatically inherit custody. They bring their grandchild

When a family in Brooklyn loses a parent, the discovery of a will can bring a moment of relief. But that document is not the

Medicaid and Home Care in New York: How an Attorney Can Help Your Guide to Navigating the Complexities of Medicaid, Home Care, and Legal Support

A client once called my office in a panic. Her brother, who lived in Brooklyn, had just passed away, and she had received a letter

A family in Brooklyn finds their mother’s will tucked away in a safe deposit box. It’s signed, witnessed, and clearly lays out her wishes. The

A family in Todt Hill loses its patriarch, a successful small business owner. His will seems clear, naming his wife as the executor and heir.

A client in Brooklyn recently told me he had named his 15-year-old niece as the beneficiary of his life insurance policy. “I want to make

A client recently sat in my office, pointing to a single phrase in his draft will. “Russel,” he said, “what does ‘per stirpes’ even mean?

When a family walks into a Manhattan bank branch with their father’s death certificate and a heavy, leather-bound trust document, they expect a smooth transition

A family in Brooklyn finds their late father’s will, signed and witnessed. They assume it’s a simple matter of distributing his assets according to his

A family in Brooklyn receives the first accounting from the executor of their father’s estate, and the number is a shock. They see fees for
A Manhattan father leaves his estate equally to his three adult children. He signs the will, places it in a safe deposit box, and lives

The owner of a successful Brooklyn fabrication shop died last winter. He left a thriving business, two adult children, and no succession plan. His son

A family in Brooklyn is grieving. The sudden loss of a parent in a construction accident is devastating, but as the appointed executor of the

When a family patriarch passes away in his Todt Hill home, his children often believe his signed will is the final word. They expect a