
A Prudent Plan to Avoid New York Probate
A family in Brooklyn loses its matriarch. She leaves behind a will, her three adult children, and the brownstone she owned for fifty years. The
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A family in Brooklyn loses its matriarch. She leaves behind a will, her three adult children, and the brownstone she owned for fifty years. The

Your father named you as executor in his will, a final gesture of trust. You find the original document in a safe deposit box and
When a Brooklyn property owner suffers a severe stroke without a power of attorney in place, his family cannot simply step in to collect rent,

A client recently came to our Manhattan office after his father passed away in Brooklyn. He had the will, but after checking bank statements and

A client from Manhattan sat in my office last week. She was updating her will and wanted to name her son as her executor. He’s

The Reality of the Probate Timeline When a Long Island family loses a parent who left behind a house, a brokerage account, and a standard

A client came to our Manhattan office with a classic New York problem. Her parents had bought a small apartment building in the West Village

An executor for a Brooklyn estate walks into a bank branch, letters testamentary in hand, ready to start marshalling her father’s assets. The bank manager

A family in Brooklyn receives an official-looking document in the mail called a “Citation.” It’s from the Surrogate’s Court and names a recently deceased relative.

A client recently came to our Manhattan office holding a document from the Surrogate’s Court. Her husband had passed away. While she knew he had

An executor for a parent’s estate called me from Brooklyn last week. While sorting through his father’s papers, he found a deed to a timeshare

You find the will in a folder tucked away in your mother’s desk in her Brooklyn apartment. You read through the familiar language, and there

A few months ago, a client came to my office with her late father’s will. He had owned a co-op in Brooklyn and a small
When a Brooklyn homeowner passes away, their children often spend the following weeks sorting through dusty file cabinets and overstuffed safe deposit boxes. Frequently, they

A few years ago, a client came to me after his mother passed away in her Queens home. He brought her will, a straightforward document

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

A client recently came to our Manhattan office with a familiar problem. Her mother had done everything right—or so she thought. Years ago, she had

A client recently came into my Manhattan office with a will that had just been unsealed. His mother had named him as the executor of

A few years ago, a new client came to our Manhattan office with a will her father had created using a popular online service. He

When a Long Island professional opens the mail to find a $93,000 invoice from a Pennsylvania nursing home, the initial reaction is usually confusion, followed

A client of ours, a retired executive in Manhattan, gave his son a substantial sum to help launch a new business. He made the gift
A few times a year, an adult child sits across from my desk in our Manhattan office and asks a heartbreaking question. Their parent, suffering

A client recently came to my office with her late mother’s will, drafted from an online template nearly twenty years ago. The mother, a wonderful

A client in Brooklyn recently sat in my office and said, “Russel, I want to give my brownstone to my daughter when I’m gone. What’s
When a Brooklyn family loses a parent who never drafted a formal will, the surviving children usually expect a straightforward path to stepping in and

A Brooklyn family recently came to my office. The patriarch had passed away, leaving a straightforward will and three adult children. On the surface, the

When managing a trust, the importance of selecting the right individual cannot be overstated. The responsibility of overseeing and administering a trust requires a keen

A family in Brooklyn calls my office. Their father recently passed, and they found his will tucked away in a desk drawer. It’s signed, dated,

An attorney calls you after your aunt in Brooklyn passes away. You learn that she named you in her will—not as a beneficiary, but as

When a Brooklyn family discovers their late father never signed a Last Will and Testament, the eldest son typically steps forward to manage the estate.