FEATURES & NEWS

You’ve been appointed executor, the Surrogate’s Court has issued Letters Testamentary, and now you’re standing in a house on Long Island that represents a lifetime

A client recently came to my office, proud that he had “gifted” his Brooklyn brownstone to his son. He had signed a deed, handed over

A client from Brooklyn called my office last week in a state of quiet panic. His father had recently passed away, and while the family

When I sit down with a Manhattan family that has just lost a parent whose only estate planning document was a simple will, I have

The call often comes from a hospital. Your father had a stroke, he’s stable, but the discharge planner says he can’t go home alone. The

I recently met with a couple who had spent 40 years building a life in Manhattan. They had a successful business, a portfolio of investments,

A client from Great Neck once told me, “I have a will, so my family is covered.” I have heard this from families across Long

A Manhattan father recently sat in our conference room, highly concerned that wiring his daughter a $60,000 down payment for her Brooklyn apartment would trigger

A family in Brooklyn receives a certified letter containing a legal document called a “Citation” from the Kings County Surrogate’s Court. Confusion sets in. Is

I once met with a family whose father—a successful architect with a career in Manhattan—had passed away suddenly. He never wrote a will. His children

A daughter in Brooklyn receives a probate citation in the mail. Inside is a copy of her father’s will, and her heart sinks. For decades,

When a parent passes away in their home on Long Island, the family is left to manage not only their grief but also the tangible

A couple I’ve represented for years recently sat in my Manhattan office. Their net worth is around $20 million—a figure built over a lifetime of

A client once came to my Manhattan office with a difficult problem. His father, a successful businessman, was updating his will and wanted to leave

A family in Richmond County receives the news. Their father, a retired business owner, has passed away. The will, to their shock, leaves his entire

I once worked with a family whose matriarch had passed away in Manhattan. Her will was clear and her assets were organized, but the family

I once worked with a family from Long Island whose matriarch passed away, leaving a significant inheritance directly to her 25-year-old grandson. She had a

I recently sat with a young couple from Brooklyn in our Manhattan office. They were starting their first estate plan, and their primary concern was

A client came into my Manhattan office last month with a common problem. Fifteen years ago, she had drafted a will naming her sister as

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 client once told me his three children were all smart and successful, so picking one to be his trustee would be simple. A year

A few years ago, the son of a new client sat in my office, frustrated and powerless. His father had passed away, leaving a clear

A few years ago, a family from Brooklyn sat in my office, confused and frustrated. Their late father’s will was clear: he left his entire

A family in Brooklyn loses their mother. She leaves behind a will, two adult children, and the brownstone she owned for forty years. The will