
The Shared Trust: Why NY Spouses Rethink Joint Estate Plans
When a Manhattan couple sits across my desk, they almost always bring the same assumption to our first meeting. They have shared a checking account
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When a Manhattan couple sits across my desk, they almost always bring the same assumption to our first meeting. They have shared a checking account

A client sat in my Manhattan office last week with a goal I hear often. “Russel,” he said, “I want my daughter to have our

A successful dentist with a thriving solo practice in Manhattan dies unexpectedly. His family, still reeling from the loss, is immediately faced with a second

The call usually comes from an attorney you have never met. Your late father’s will—the one you believed settled his affairs and secured your family’s

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,

I recently took a call from a new client in Brooklyn. His mother had passed away, leaving him the family brownstone and a modest investment

I recently sat with a young couple from Brooklyn in our Manhattan office. They were starting their first estate plan, and their primary concern was

The calls about the house often begin within days of the funeral. A sibling who lives out of state wants to sell immediately. Another, who

An executor for a family in Brooklyn receives our firm’s final invoice for administering her father’s estate. She’s relieved the Surrogate’s Court process is nearly

An executive from our Manhattan office had a stroke during a business trip to Tokyo. Thousands of miles from home and unable to communicate, his

Your mother passed away in her Brooklyn apartment. She left no will, and her only assets are a small checking account and some personal belongings.
When a Manhattan widow passes away leaving her entire estate to her two adult children and one minor grandchild, a generic legal form suddenly becomes

I once worked with the family of a successful Brooklyn manufacturer. The founder, in his late 60s, had a sudden health crisis that left him
When a family clears out a parent’s home in Brooklyn, they eventually find the original property deed tucked inside a metal filing cabinet. The paper
I often meet with families after a loved one has passed, will in hand, assuming the document itself is a key that unlocks and distributes

An executor receives a box of papers from their late father’s apartment in Brooklyn. Inside, among old photos and bank statements, is the original Last

A client sat in my Manhattan office last week, pen hovering over the signature line for her new trust. Every detail was in order—the beneficiaries,

Three siblings inherit their parents’ brownstone in Brooklyn. One still lives in the city and wants to move into the house. Another, living in California,

I once met with a client who had downloaded a will from a popular legal website. He was a successful executive, proud of his efficiency.

I once worked with a family whose matriarch had lived in the same Brooklyn brownstone for over 50 years. When she passed away, her will
When a Brooklyn family discovers their late father’s estate plan consists of a sixty-dollar PDF printed from a website, the next nine months usually belong

When a parent passes away in Brooklyn without a will, the family often believes they can simply divide the assets and move on. They are

I recently spoke with a family from Long Island whose story we’ve heard many times. Their father, a retired accountant who was sharp his entire

A couple I met with recently in my Manhattan office believed they were in the clear. With a net worth of around $9 million—their home,

When a Manhattan family loses a parent who relied on a basic two-page will, they often expect a swift, private transfer of assets. Instead, the

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

A few months ago, a man called our office. He believed his estranged brother, who lived alone in Brooklyn, had passed away. A neighbor had

I have seen it happen more than once. A family gathers in a Manhattan apartment after the funeral, trying to sort through a parent’s life.

The call comes on a Tuesday morning. Your uncle, who lived on Long Island his whole life, has passed away. A week later, you find

Three days after a parent passes away in Brooklyn, the surviving children usually find themselves sitting around a dining room table covered in disorganized paperwork.