FEATURES & NEWS

A nephew in Brooklyn is named trustee of his late aunt’s million-dollar trust. He’s honored, but also overwhelmed. He’s spending weekends fielding calls from beneficiaries,

A new client came to my office after his mother passed away. He was the executor of her will, which stated her Brooklyn brownstone—the family

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

The call that brings a family to our firm often starts the same way: “My mother’s will says one thing, but she always told me

The call I get most often starts the same way. A client from Manhattan or one of the boroughs calls, their voice strained. “My mother

An executor for a parent’s estate in Brooklyn has just received Letters Testamentary from the Surrogate’s Court. The legal authority is now in hand, but

A client came to me last month, proud he had simplified his estate plan. He walked into his local bank branch in Manhattan, filled out

I often meet families for the first time in a moment of crisis. A parent has passed away in their Manhattan apartment, and the adult

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

A mother passes away in Brooklyn, leaving the family home to her three adult children. It’s the house they grew up in, filled with decades

A client’s father, a successful Manhattan executive, passed away last year. His family knew he had invested heavily in cryptocurrency, but the small hardware wallet

An elderly mother in Brooklyn adds her son to her primary checking account. The intention is simple and practical—he can help pay her bills, manage

When a Brooklyn family loses a parent unexpectedly, the immediate grief is often interrupted by a harsh financial reality. The funeral director requires a deposit

A couple I met recently were together for fifteen years, but only legally married for the last six. They built a life together, bought a

A prospective client recently sat in my Manhattan office and asked a very common question: “How much does a will cost?” It’s a fair question,

The call comes at 2 a.m. There’s been an accident on the Brooklyn-Queens Expressway. Your spouse is in the hospital, unresponsive. In an instant, the

When a parent passes away in their home, the adult children are often left with a difficult question—what happens to the house? The will might

A client sits in my Manhattan office. “Russel,” he says, “I want to set up a trust fund for my grandchildren.” It’s a phrase I

A client from Manhattan came to our office recently with a common concern. He wanted to set up trusts for his two adult children, but

A family inherits their parents’ home on Long Island. The will names one of the three children as executor, and the instructions are simple: sell

I once sat with a client, a successful entrepreneur, as he described seeing his daughter off to her first year of university abroad. He’d hugged

I often get a call that starts the same way. “My father passed away in his Manhattan apartment last week. He had a will, and

A family I met with last month from Brooklyn owns a brownstone that’s been in their name since the 1970s. Their children are grown, and

When a surviving spouse walks into Surrogate’s Court in Brooklyn to file a petition for probate, they are usually carrying a folder of death certificates,

A young couple recently sat at a long mahogany table in Brooklyn, sliding a certified bank check across the desk to close on their first