
How New York Calculates Trustee Fees
A nephew in Brooklyn is named trustee of his late aunt’s million-dollar trust. He’s honored, but also overwhelmed. He’s spending weekends fielding calls from beneficiaries,
Home » Probate Attorney New York

A nephew in Brooklyn is named trustee of his late aunt’s million-dollar trust. He’s honored, but also overwhelmed. He’s spending weekends fielding calls from beneficiaries,

A client recently came to our Manhattan office with his father’s will, a document the family believed was the final word on his legacy. The
A client called me last week from her late father’s apartment on the Upper East Side. She had found his will, the death certificate, and
In the intricate tapestry of estate planning, few threads are as noble and enduring as the charitable bequest. A testamentary gift with the power to

An executor, recently appointed by the Brooklyn Surrogate’s Court, walks into a bank with a fresh set of Letters Testamentary. Their goal is simple: open

A client sat in my Manhattan office last week, wrestling with a decision that has kept him up at night for months. He built a

I once met with two siblings from Brooklyn who were about to spend tens of thousands of dollars fighting in Kings County Surrogate’s Court. The

I once worked with the children of a successful Brooklyn business founder. The man had built a remarkable company from nothing, but his estate plan

I once worked with a family from Queens where the matriarch’s will was, on the surface, perfectly simple. She left her estate in equal shares

When a parent dies in New York with only a will, their family’s life becomes an open book in Surrogate’s Court. Every asset, every debt,

A client from Brooklyn sat in my office last week with a straightforward plan. “I want to put my brownstone in my daughter’s name,” he

I recently met with a family from Brooklyn whose mother had passed away. They came to my office with her will, a document she’d had

A few months ago, I took a call from a woman whose father, a retired teacher in Brooklyn, had recently passed away. He was a

An entrepreneur I represent recently closed on a commercial building in Manhattan. As we reviewed the closing documents, she pointed to the deed. “It says

I recently sat with a client, a successful entrepreneur from Manhattan, who was creating a trust for her two young children. We had worked through
A Manhattan father leaves his estate equally to his three adult children. He signs the will, places it in a safe deposit box, and lives
When a Manhattan family inherits a brownstone valued at $3 million but discovers their parents left no liquid cash, the next nine months belong to

A young professional in Manhattan drafts her will on a popular website during her lunch break. She prints it, signs it, and has two colleagues

A client’s father passed away in his Queens home, leaving behind a carefully maintained 1968 Ford Mustang. The son, named as executor in the will,

A client from Brooklyn sat in my office last week with a common goal. She wanted to give her brownstone to her daughter but needed

A client once came to our Manhattan office with two wills. The first was a meticulously drafted document from 2015, dividing his mother’s estate between

When a Manhattan business owner dies with a simple will—but no trust—their family expects to take control of the company and personal assets within days.

After her aunt passed away, a client from Brooklyn called me. She and her aunt had been very close. For years, her aunt had said,

A client once called me, deeply distressed. His mother, a lifelong resident of Manhattan, had passed away. He was named executor in her will and

A client from Manhattan sat in my office, staring at a copy of her mother’s will. “She named me trustee,” she said. “I thought it

A death in the family is a private grief. But when the deceased lived in Staten Island and left behind a will, that private loss

Medicaid and Home Care in New York: How an Attorney Can Help Your Guide to Navigating the Complexities of Medicaid, Home Care, and Legal Support

When a client’s parent passes away in New York, their entire financial life—everything they owned in their name alone—becomes “the estate.” It is a legal
When a family clears out a parent’s Brooklyn brownstone after a funeral, the mail inevitably piles up. Among the sympathy cards sit credit card statements,

A client recently came to our Manhattan office after his wife passed away. He was managing an overwhelming list of administrative tasks, and one of