
Your New York Estate Plan: More Than Just a Will
A client once came to my office after his father—a successful business owner in Brooklyn—passed away. The father had a simple will from 30 years
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A client once came to my office after his father—a successful business owner in Brooklyn—passed away. The father had a simple will from 30 years

When a family inherits a Brooklyn brownstone purchased by their parents in 1978 for $40,000, they rarely view themselves as heirs to a massive fortune.
A property manager in Brooklyn receives a phone call on a Tuesday morning. The daughter of a second-floor tenant is on the line, explaining her
When an executor walks into a Manhattan apartment weeks after a parent’s passing, the first thing they notice is the mail. It is usually piled

When a Manhattan family loses a parent who relied on a fill-in-the-blank online will, the next eighteen months belong to Surrogate’s Court. Surviving children usually

I often meet with families after a loved one has passed. Recently, a client—the eldest of three siblings from Brooklyn—came to my office. He had

When a Brooklyn family loses a parent, they often assume the family home simply passes to the children as outlined in the will. Then they

When a widow in Brooklyn owns a multi-family home, her primary concern is usually keeping the property in the family without draining their resources. Historically,

After a parent passes away in their Manhattan apartment, the will is read. It states that the “residue” of the estate is to be divided
A Manhattan couple decides to transfer their brownstone into a revocable living trust to shield their children from the public, time-consuming reality of Surrogate’s Court.
When a Manhattan family discovers their eighty-year-old father has been wiring funds to a companion he met online, the reaction is panic. By the time

A client recently brought me a letter their father had written years ago. It was a heartfelt note, stating his wish for his Manhattan apartment

I once met with a family from Long Island whose patriarch had passed away. His will was drafted by the same attorney who handled his
Every month, an adult child walks into my office carrying a single sheet of paper downloaded from the internet. Usually, the story is the same:

A client I prepared a will for over a decade ago called my office recently. His life had changed in small but significant ways—a nephew
I often meet with families after a loved one has passed, will in hand, assuming the document itself is a key that unlocks and distributes

A construction worker in Brooklyn falls from a scaffold. After two years of litigation, he receives a seven-figure settlement. His family breathes a sigh of

When a Manhattan family recently brought me a will their father had downloaded from a legal website, it looked entirely official. It featured a barcode

A family in Brooklyn recently came to my office. Their father had passed away, leaving behind a straightforward will and a paid-off brownstone. They assumed

When the details of James Gandolfini’s will became public, the reaction was immediate. Here was a beloved figure, a New Jersey and New York icon,

When a Manhattan real estate developer attempts to shield a commercial portfolio by transferring it into a Nevis trust six months before a major lawsuit,

A family in Brooklyn finds their mother’s original Last Will and Testament in a safe deposit box. There’s a sense of relief—they believe her wishes

An executor for a family in Brooklyn calls me. Her father passed away, and the will directs her to sell the family home. She’s ready

A few years ago, a client sat in my Manhattan office and told me, with complete seriousness, that his estate plan needed to include instructions

An attorney calls you after your aunt in Brooklyn passes away. You learn that she named you in her will—not as a beneficiary, but as

I have seen it happen more than once. A family gathers in a Manhattan apartment after the funeral, trying to sort through a parent’s life.

A client from Manhattan once sat in my office, convinced he needed a complex irrevocable trust. He was in his late 40s with a growing

A client called me last week from Brooklyn, his voice tight with anxiety. His mother had passed away, leaving behind the family brownstone, some savings—and

When a client’s father passed away in Brooklyn, he left behind a will, a paid-off brownstone, and a substantial investment account. He thought the will
When a Long Island family sits across from my desk holding a three-inch stack of their late mother’s medical bills, utility shut-off notices, and credit