
An Attorney’s Guide to New York Estate Terms
A client recently walked into my Manhattan office with a stack of papers from the Surrogate’s Court. His father had passed away, and he was
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A client recently walked into my Manhattan office with a stack of papers from the Surrogate’s Court. His father had passed away, and he was

A few years ago, the children of a successful Manhattan real estate investor came to my office. Their father had passed away suddenly, and they

I often sit with clients whose parents, with the best intentions, suggest a simple solution: “Let’s just sign the house over to you.” They see

A client recently came into my Manhattan office with a straightforward question. He wanted to name his three adult children as co-executors of his will.

A Manhattan businessman spends forty years building a commercial real estate portfolio, painstakingly transferring the deeds of his properties into a revocable living trust to

A successful entrepreneur from Manhattan once handed me a will he’d signed nearly twenty years prior. In the intervening two decades, he had divorced, remarried,

A family in Brooklyn finds their mother’s last will and testament. They read her final wishes, see who inherits, and assume the document is the

A Local 79 laborer falls from scaffolding at a job site in Manhattan. After two years of litigation, he receives a seven-figure settlement. The money

I often meet with parents from across New York who have spent a lifetime caring for a child with a disability. Their greatest fear is

When a Manhattan business owner dies suddenly without a trust, their family doesn’t just inherit a business—they inherit a problem. The assets are frozen. The

I once met with the executor of a Brooklyn brownstone estate. Her father, wanting to help his children with a down payment, had gifted each

I often sit with clients who were a committed couple for a decade before they could legally marry in New York. They built a life

A client recently sat in my Manhattan office, concerned about transferring his brownstone into a revocable living trust. “Russel,” he asked, “if the trust owns

I often meet with families after a loved one has passed, and they come to my office with a shoebox of documents—a will, a few

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 client from Brooklyn called me last week. Her mother had just passed away, leaving behind a revocable trust that named my client as the

An executor for a Manhattan estate receives Letters Testamentary from the Surrogate’s Court. She has the will, she has the authority—but she has no clear

A client’s father in Brooklyn downloaded a template online. He filled it out, signed it, and thought he had taken care of his family. He

A family from Brooklyn sat in my office last month, holding a will their father had carefully signed years ago. They believed this document was

When a Brooklyn family loses a parent who never formalized their wishes, the next year of their lives belongs to Surrogate’s Court. I see this

A client sat in my Manhattan office last week, reviewing the final draft of a trust for his two children. He paused when we got
When a Brooklyn family clears out a parent’s apartment and comes up empty-handed, the first instinct is often to turn the search online. We expect

A client from Queens called my office last month. Her father had passed away, and she was holding a $15,000 bill from the funeral home.

A client’s mother passes away in her home on Long Island. Tucked in a safe deposit box is her will, properly signed and witnessed. The
The call usually comes in the middle of the night. A parent in Manhattan has passed away, and within hours, siblings scattered across the country

When a Manhattan mother passes away unexpectedly, leaving behind a son who insists on a traditional religious burial and a daughter who demands cremation, the
When a Long Island family arrives at our office holding a death certificate and a Will drafted in 1998, they usually assume the hardest part

A client recently came to our Manhattan office holding his mother’s original will. He believed that, as the named executor, he could simply take the

A client recently told me about his father’s probate. The process dragged on for nearly two years in Surrogate’s Court, and every month, another legal

The False Security of a Click-Through Will A client came to us after his father—a successful architect in Manhattan—passed away. The son brought in a