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A client from Queens recently came to my office with what she thought was a simple request. “I read about transfer-on-death deeds online,” she said.

Last month, the executor of a complex Manhattan estate called me. We had spent weeks working through the details of a trust administration, but his

As trusted legal advisors in matters​ of estate⁤ planning and asset protection, questions surrounding‍ the ⁢tax implications of⁢ trusts often ⁣arise. In this article, we

A client recently brought me her father’s will. He was a meticulous man from Queens who kept detailed records his entire life. After he passed,

A family in Brooklyn is grieving. The sudden loss of a parent in a construction accident is devastating, but as the appointed executor of the

When the Will Sits in a Drawer A client recently came to my office with a copy of his mother’s will. She had passed away

A construction worker from Brooklyn falls from a scaffold. After two years of litigation, his family receives a multi-million-dollar settlement. The relief is immense—medical bills

A Brooklyn father decides to save his daughter the future hassle of Surrogate’s Court. He downloads a two-page legal form, fills it out at the

A couple from Brooklyn sat in my office recently, confident they had their affairs in order. They had a will, properly signed and witnessed years

A client once brought me a will they’d purchased online for under a hundred dollars. They were proud of the savings. The problem? It was

I once worked with the children of a successful Manhattan real estate developer who passed away with only a simple will. He left his entire

A Will Is Private—Until It Isn’t A client recently called me with a common question. His estranged uncle, a longtime resident of Queens, had passed

A client came to my office a few years ago. He had built a successful technology firm from his apartment in Manhattan after arriving in

A client came to me last week, a retired teacher from Queens. She’d saved diligently her entire life and owned her home outright. Her question

I often meet with families who believe a will is the final word in their estate plan. But for a family with, say, a business

A client came to our Manhattan office after his mother passed away. She lived a modest life in Queens, leaving a small checking account, some

Introduction Medicaid asset protection trusts (MAPTs) have gained popularity as a valuable tool for individuals seeking to protect their assets while qualifying for Medicaid benefits.

An envelope arrives from the New York Surrogate’s Court. Inside are forms, instructions, and a docket number. You’ve been named the executor of a family

A client recently came to my office with a leather folder containing a will from 2008, a power of attorney from a different law firm,

A couple came into my Manhattan office last month with a clear objective: put their Brooklyn brownstone into a trust. They’d heard from friends that

A client recently called me from California. Her uncle, a lifelong Manhattan resident, had just passed away, and she was named as the executor in

A family in Brooklyn finds their mother’s will tucked away in a safe deposit box. Relief washes over them—they believe her final wishes are clear

Six months after your mother’s funeral, your brother starts calling. “Where’s the inheritance?” he asks. He thinks you’re dragging your feet as the executor of

In 1877, Cornelius “the Commodore” Vanderbilt died as the wealthiest man in America. He left an estate worth an estimated $100 million—more than the entire

I often meet families from Long Island who believe they have their affairs in order. They have a will—sometimes one they downloaded online, other times