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When a Queens family arrives at Surrogate’s Court with a will their father downloaded and printed for $20, they usually expect a smooth transfer of

A client sat in my office recently, the paperwork for his mother’s estate settled and in perfect order. “Russel,” he said, “the trust did exactly

When a Brooklyn family brings me a validly executed will where the only named executor died three years ago, the next nine months belong to

A son calls our office from Brooklyn. His mother passed away a few months ago, and he’s been living in the family home, the house

Two siblings inherit their parents’ brownstone in Brooklyn. One wants to sell it and use the proceeds for a down payment on her own home.

When a Brooklyn family loses a parent, initial grief often gives way to a false sense of administrative relief. The siblings sit around the dining

Can You Disinherit Family in New York? A client recently came to my office with a firm intention. After a lifetime building a business in

I once worked with the family of a successful Manhattan restaurant owner. He was in his late 60s, vibrant, and still running the kitchen himself.

A client once came to our Manhattan office with two wills. The first was a meticulously drafted document from 2015, dividing his mother’s estate between

A client recently came into our Manhattan office with a form they had downloaded online. They wanted to add their daughter to the deed of

A few months ago, a client sat in my Manhattan office, worried. His parents had owned their Brooklyn brownstone since the 1970s, and its value

I recently met with a business owner from Manhattan. She has built a successful company over 30 years and wants to ensure it passes to

A client recently came to my office with a letter from the attorney for her late father’s estate. She was the primary beneficiary, and the

A daughter walks into a Manhattan bank branch holding a legally flawless, properly executed durable power of attorney. Her father’s cognitive decline has progressed to

When a Manhattan family gathers after a parent’s death, the child named as executor often views the appointment as a final mark of trust and

I once worked with the family of a man who built a beloved Italian restaurant in Manhattan. For 40 years, he and his partner poured

Introduction As we age, planning for our future becomes increasingly important, especially regarding healthcare and financial security. Medicaid planning is a vital aspect of estate

I once worked with a family whose father had passed away in Manhattan. His will was clear—it left his entire estate to be divided equally

An executor for a parent’s estate in Brooklyn is sorting through a lifetime of paperwork. Among the bank statements and the will, they find a

I once worked with a family whose father, a proud Brooklyn business owner, had named his oldest son as executor in his will. It seemed

I once sat with a client, the owner of a well-known restaurant in Manhattan, who believed his estate plan was complete. He had a simple

I’ve had clients walk into my office holding a handwritten note from a deceased parent, convinced it was a valid will. They believe because the

A few years ago, I met with the children of a successful Manhattan real estate developer who had passed away with only a will. Everything

I often sit with clients in a second marriage. A common situation involves a man who owns a home in Brooklyn, where he lives with

A few months ago, a client came to our Madison Avenue office with a stack of papers and a story I’ve heard too many times.

A client came to my Manhattan office last year with a will from an online template. He believed his affairs were in order. But the