
The Executor’s Burden: Condolences and Legal Duties
A eulogy delivered in a Brooklyn funeral home serves a profound purpose. The eldest sibling stands before the gathered family, offers words of comfort, shares
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A eulogy delivered in a Brooklyn funeral home serves a profound purpose. The eldest sibling stands before the gathered family, offers words of comfort, shares

A client recently asked me a question I’ve heard in different forms for decades: “Is it true about Walt Disney? And if it is, could

When a young couple buys their first apartment in Manhattan, one of the last things on their minds is how the property deed is worded.

A client once came to my Manhattan office with a note from her father. It was written on a hospital napkin just hours before he

Several years ago, I received a call from the adult children of a new client. Their father, a successful architect, had suffered a severe stroke

A client recently came to our Manhattan office with a stack of papers printed from a popular legal website. He was a successful tech founder,

A young Army captain based at Fort Drum receives his first overseas deployment orders. His immediate thoughts are not on the mission ahead, but on

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

A trustee for a family trust in Manhattan gets a call. The founder’s son, the beneficiary, wants to take a six-figure distribution to buy a

A client recently called our office with what seemed like a simple plan. She wanted to add her son to the deed of her Brooklyn

A family in Brooklyn inherits their parents’ brownstone, the place they grew up. Their first thought is to sell it and divide the proceeds, as

I often meet families in the months after a parent has passed away. They come to my office with a will, believing it is the

A family in Suffolk County loses their father. He was a prudent man who owned his home outright and had a Last Will and Testament

A client came to my office last month with a straightforward goal. A lifelong Manhattan resident, she wanted to name her brother—who retired to Florida—as

A family in Manhattan recently called my office. Their father had passed away, leaving a will that clearly named his eldest son as the executor.

A client recently came to our Manhattan office after being named the executor of her mother’s will. She was now responsible for a life’s worth

The call often comes in the middle of the night. A parent, a spouse, a sibling has passed away in their Brooklyn home, and in

A client recently came into our Madison Avenue office with what seemed like a simple request. He wanted to add his daughter’s name to the

When a Manhattan business owner dies with only a traditional will, their final wishes do not stay within the family. Instead, the document goes directly

You receive a Citation from a New York Surrogate’s Court. A relative has passed away, their will has been submitted for probate, and you are

Years after her aunt passed away in Queens, a client of mine received a letter from a “finder” service offering to recover lost money for
When a Brooklyn family loses a parent who named their twelve-year-old son as the direct beneficiary of a $500,000 life insurance policy, the money does

I recently met with a couple in their early thirties from Brooklyn. They had just welcomed their first child and bought a condo. When I

A thick envelope arrives from the New York County Surrogate’s Court. Inside is a document called a “Citation,” dense with legal language, demanding an appearance.

After a divorce is finalized in a Brooklyn court, the settlement agreement states that one spouse will keep the marital home. The papers are signed,

After a client’s father passed away in his Brooklyn home, the family was overwhelmed. Amid the grief and funeral arrangements, the mail continued to arrive.

Imagine a client of ours from Brooklyn suffers a sudden stroke. She’s in the hospital, unable to speak or sign her name. Her mortgage payment

When a Manhattan family discovers a letter written by a late parent detailing who should receive the house and bank accounts, the next nine months

For over fifty years, the family of Walt Disney has contended with a persistent, baseless rumor: that upon his death in 1966, his body was

I often sit down with new clients, and they’ll hand me a list: the house, the brokerage account, the 401(k). “Is that everything?” I’ll ask.