
Using a Transfer on Death Deed for New York Real Estate
When a widow in Brooklyn owns a multi-family home, her primary concern is usually keeping the property in the family without draining their resources. Historically,
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When a widow in Brooklyn owns a multi-family home, her primary concern is usually keeping the property in the family without draining their resources. Historically,

When a Manhattan family discovers a signed, handwritten letter in their father’s desk detailing exactly who should inherit his bank accounts and real estate, they

The call is one I get often. A daughter in Manhattan believes her brother unduly influenced their aging father to write her out of his

A couple I met with recently has owned their Brooklyn brownstone for over 40 years. They bought it for a price that seems impossible today,
A client often sits across from my desk holding two documents: a parent’s original will and a freshly issued death certificate. The abstract idea of
A son in Brooklyn loses his mother. A week after the funeral, he finds her will in a desk drawer, naming him as the executor.
When a nominated executor sits in our Madison Avenue office holding an original will, legal strategy is rarely their first question. Their first question is

A few months ago, a man came into my Manhattan office with a stack of papers. His father, a successful small business owner, had recently

A family in Brooklyn finds their father’s will tucked away in a safe deposit box. Relief washes over them. They believe this document is the

When a family gathers at a funeral home in Brooklyn to make final arrangements for a parent, the conversation inevitably turns to cost. If the

A construction worker from Queens falls from a scaffold, and after two years of litigation, he is awarded a seven-figure settlement. The money is meant
When a Manhattan family discovers their father left behind a $2 million estate consisting mostly of a paid-off brownstone and some brokerage accounts, they usually
Three siblings inherit a two-family home in Brooklyn after their mother passes. Two want to sell the property, pay off the remaining mortgage, and divide
When a Manhattan family loses a parent whose only estate planning was a simple will drafted twenty years ago, the next nine to twelve months

Two brothers inherit the family brownstone in Brooklyn where they grew up. One has a family and wants to move in; the other lives in

A family in Brooklyn recently came to me after their father’s death. They had his will, a straightforward document leaving everything to his three children.

The founder of a successful family-owned company in Manhattan dies suddenly. His will is simple—it leaves everything to his wife and three children in equal

I’ve sat across the table from hundreds of New York families over the years. The conversations rarely start with questions about tax law or probate.
When a Brooklyn family clears out a parent’s home after a sudden death, the physical cleanup is only half the battle. The real challenge begins

I once worked with a family whose patriarch, a successful Brooklyn business owner, had set up a trust for his three adult children. While he

When a Brooklyn family loses a parent, the immediate focus is understandably on the funeral, the mourning, and the location of the original will. The

An elderly parent in Manhattan, a widower with a lifetime of assets, remarries. The new spouse is decades younger. Six months later, your parent is

I recently met with three siblings who had inherited their parents’ brownstone in Brooklyn. One lived in the city and wanted to keep the home.

A client from Manhattan recently sat in my office with a common, yet delicate, question. She wanted to name her son—the one who had been

I once worked with a family in Brooklyn where three adult children were at a painful standstill. Their mother had just passed away. Two siblings

Can You Disinherit Family in New York? A client recently came to my office with a firm intention. After a lifetime building a business in

A family in Brooklyn receives a formal document from the Surrogate’s Court called a “Citation.” It names a recently deceased relative and instructs them to

A client in Manhattan recently came to us after his mother passed away. She had done everything right—or so she thought. Years ago, she created

I once worked with the family of a successful Brooklyn business owner who died unexpectedly. He had two children from a prior marriage and a

A mother passes away in Brooklyn, leaving her three adult children a brownstone and a modest investment portfolio. Her eldest son is named the executor