FEATURES & NEWS

A client’s father passed away in Brooklyn, leaving behind a home, some investments, and a will that seemed perfectly clear. The family assumed his will

I often sit with clients in our Manhattan office who have built something substantial over a lifetime of work. They aren’t worried about taxes or

A client in Manhattan once asked if he could leave a significant gift in his will to the paralegal who had helped him organize his

Introduction As we age, planning for our future becomes increasingly important, especially regarding healthcare and financial security. Medicaid planning is a vital aspect of estate

A family in Manhattan gathers after the passing of their father, a successful architect. When the will is presented, there is a collective, stunned silence.

A client came into my office last month with a straightforward goal. She owns a brownstone in Brooklyn—the home she grew up in—and wants to

I once had a client, a successful architect in Manhattan, whose son was a gifted musician but struggled with profound debt. The father was torn—he

I often see trusts create friction where they were meant to create harmony. Consider two adult children in Manhattan named as co-trustees for their parents’

The story goes that Walt Disney, the master of animation, had his body cryogenically frozen, waiting for a future cure. It’s a compelling myth, but

A client once sat in my Manhattan office and told me he wanted to leave his business—a portfolio of commercial properties—directly to his 19-year-old son

A client once came to our Manhattan office after his father passed away in his Brooklyn apartment. He had a shoebox filled with letters—not mementos,

When a Manhattan family loses a parent, the initial grief is quickly compounded by a harsh administrative reality. The decedent’s life insurance policies, checking accounts,

I often meet with families after a parent has passed away in their Brooklyn home. The children, now adults, grew up in that house and

Your father passes away in his Manhattan apartment. You are named the executor in his will—a role you accepted years ago but never truly prepared

Three siblings inherit their parents’ Brooklyn brownstone. Two, living out of state, want to sell it and use their inheritance to fund their own children’s

I once worked with the family of a successful artist who passed away unexpectedly in her Manhattan studio. She was unmarried, had no children, and

A few months ago, a man came into my Manhattan office. His wife of thirty years had just passed away without a will, and he

A client once came to our firm after his father’s death in Brooklyn. He was named the executor in the will, a document his father

I once worked with the family of a successful Brooklyn construction company founder. He had built a remarkable business from the ground up over 40

An executor in Manhattan finds his mother’s original will. The document seems clear, the family is on good terms, and the assets—a co-op and a

When a Manhattan patriarch transfers his life’s work into a revocable living trust, he usually names himself as the initial trustee. For years, nothing changes

A client recently came to our Manhattan office after her mother’s passing. She was the only child, named in the will as both the executor

The certified mail arrives. Inside is a citation from the New York Surrogate’s Court, naming you as a respondent in a proceeding to contest your

Last week, a client from Brooklyn sat in my office, wrestling with a decision. Her son had stayed local, helping her manage rental properties for