
Giving Gifts in New York Without Creating a Tax Problem
A client sat in my Manhattan office last week with a familiar goal. His daughter, a teacher, was trying to buy her first apartment in
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A client sat in my Manhattan office last week with a familiar goal. His daughter, a teacher, was trying to buy her first apartment in
When a Manhattan executive dies unexpectedly, their carefully drafted will is often the first document the family pulls from the safe. But if that executive

I have sat in my office with families who are still in a state of profound shock. The call came in the middle of the
When a Manhattan family discovers that their father attempted to update his estate plan by typing a one-page addendum and signing it at his kitchen
When families sit down at our Madison Avenue office to plan their legacy, I always ask to see the deed to their home. Usually, they

When Should You Create an Estate Plan? I recently met with a couple in their early 30s who had just bought their first apartment in

A client recently came to our Manhattan office with a common and difficult problem. Her mother had passed away, leaving behind the family home in

A client of mine from Brooklyn recently faced a three-month medical leave. Her first thought was for her daughter. She planned to leave her with

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

When a Manhattan family discovers their father died without a trust, their first question to our firm is rarely about the legal mechanics of probate.

An investor spots a pre-war co-op on the Upper East Side listed as an “estate sale.” The price seems unusually low for the location, and
When a Long Island family loses a parent who left behind a house and a modest brokerage account, the surviving children often assume the legal

A few years ago, a business owner from Manhattan came to us after his father passed away. His father, a successful man, had used an

The rumor that Walt Disney was cryogenically frozen is just that—a rumor. His body was cremated, and the ashes are interred in Glendale, California. The
When a Manhattan family loses a parent, the eldest child often steps into the role of executor out of a sense of duty. At first,
A Queens family recently sat in my office with a stack of facility invoices totaling $16,500 a month. Their father had suffered a severe stroke,

A client recently came to our Manhattan office with a trust accounting from her late father’s estate. Her uncle, named as trustee, had paid himself
Two siblings inherit a multi-family home in Brooklyn. One lives in the garden apartment, manages the tenants, and pays the property taxes. The other lives

A construction worker falls from a scaffold in Brooklyn. The injuries are life-altering, and his family’s financial future now depends on a lawsuit that will

A client came to my office last year with a single, troubling piece of paper. Her father, a successful Brooklyn business owner, had downloaded a

A client in Manhattan recently told me he had named his oldest son as the executor of his will. “It’s an honor,” he said. I

A client came to my office with a trust document drafted years ago. It was thick, professionally bound, and looked impressive. He was proud of

A client recently came into our Manhattan office with a letter from a financial services company. Her father had passed away, and this letter confirmed

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

A client recently sat in my office, the original copy of her mother’s will on the table between us. She had been named the executor,

A few years ago, a man came to our office with his mother’s will. It was a simple document, typed and signed, leaving her Brooklyn

A few months ago, a man came into my Manhattan office with a stack of papers. His father, a successful small business owner, had recently

What Happens When You Die Without a Will in New York I once worked with a family from Brooklyn whose father, a successful small business

As seasoned practitioners in the realm of real estate law, our firm at Morgan Legal Group has encountered numerous cases concerning the intricate concept of

A client recently came into our Madison Avenue office with a question I’m hearing more often. He had seen an advertisement for a service that