
Executing a Living Trust: The New York Notary Rule
A client recently brought in a stack of documents left by her father, a lifelong Manhattan resident. Tucked inside was a revocable living trust he’d
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A client recently brought in a stack of documents left by her father, a lifelong Manhattan resident. Tucked inside was a revocable living trust he’d

A few years ago, we worked with the family of a man from Queens who was seriously injured in a commercial vehicle accident. He filed

Imagine your family gathered in a sterile hospital waiting room in Manhattan. A doctor is explaining that a medical event has left you unable to
Medicaid and Home Care in New York Medicaid is a vital government program that provides healthcare coverage to eligible individuals, including seniors and individuals with

I have sat in my office with families who are still in a state of profound shock. The call came in the middle of the
A Brooklyn couple recently married and decided to add the new husband to the deed of a brownstone the wife had purchased years earlier. Assuming

When a Brooklyn executor sits down to review a deceased parent’s finances, the most painful surprises rarely hide in the Last Will and Testament. They

A client recently came to our Manhattan office with her late father’s will. It was clearly written, signed, and kept in a safe place. She
When a Manhattan family loses a parent who left behind nothing but a simple two-page will, the surviving children usually assume the administrative work will

I recently sat with a family from Nassau County whose parents had done what they thought was right—they left a detailed will. The will was

I recently met with a Suffolk County couple who believed they had done everything right. They drafted a will twenty years ago when their first

A client finalized his divorce on a Tuesday. The judgment of divorce was filed, assets were divided, and he felt a profound sense of relief.

A new client once came into our Manhattan office with a single piece of paper, printed from a website that promised a “legally-binding will for

The call often comes on a Tuesday morning. A friend’s mother has passed away in her apartment on the Upper West Side. After the initial

I often meet with the children of a recently deceased parent who left behind a Manhattan apartment and a simple, do-it-yourself will. They believe this

When a Manhattan family loses a parent, their first call is often to an attorney, will in hand. They assume a long, public, and costly

When a family loses a loved one, one of the first questions I hear is about the will. They arrive at our office with the

I received a call last week from a family in distress. Their father, a longtime Manhattan resident, had passed away without a will or any

A client recently came to our Manhattan office with what she thought was a simple request. Her mother, living in the same Brooklyn brownstone for

The first few weeks after a family member passes are a blur of grief and logistics. For the person named as executor, the duties can

Your successor trustee—perhaps your eldest child or a sibling—walks into a bank to open an account for the trust you created. The branch manager asks
When a Manhattan family loses a parent who held a mix of brokerage accounts, real estate, and business interests, the executor soon discovers that their

When a Manhattan family loses a parent, the weeks that follow are a blur of death certificates, bank statements, and insurance policies. Often, tucked among

I once took a call from a client—a successful executive—who wasn’t asking about his will. He was calling after being arrested. After a client dinner
When a Brooklyn family discovers their father’s beautifully bound revocable trust contains absolutely zero assets, the next nine months belong to Surrogate’s Court. The father

I once worked with a client whose brother passed away unexpectedly. The two siblings had co-owned a small investment property in Brooklyn for over a

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 sat in my Manhattan office recently, looking at the first draft of his will. He pointed to a paragraph and said, “Russel, I

When a Queens widow suddenly passes away leaving a $750,000 life insurance policy directly to her twelve-year-old daughter, she likely believes she has secured her

A thick envelope arrives from the Kings County Surrogate’s Court. Inside is a legal document called a “Citation,” notifying you of a hearing for your