
Trust vs. Estate: A Question of Control and Timing
When a client’s mother passed away in her Manhattan apartment, he brought me her will, believing it was the complete instruction manual for handling her
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When a client’s mother passed away in her Manhattan apartment, he brought me her will, believing it was the complete instruction manual for handling her

A client sat across from my desk last Tuesday with a heavy binder holding a revocable living trust drafted in 2008. In the years since
When a family clears out a parent’s Brooklyn apartment, the most daunting task is often the paperwork. Amid the bank statements and utility bills, you

A client once came to our Manhattan office with a single, handwritten page from his late father. It read, “I want my house held in

A son recently came to our Manhattan office with his father’s original Last Will and Testament. The document was clear—it named him as the executor
When a New York family loses a parent, the grief is immediate, but the administrative reality usually sets in at the bank branch. An adult

A few months ago, I met with the adult children of a woman who had suffered a major stroke in her Queens apartment. Their mother

I often meet parents in my Manhattan office who are shocked to learn that the day their child with special needs turns 18, their legal

I have sat in conference rooms in Manhattan with families a day after they’ve lost a parent. The grief is overwhelming, but so are the

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

A few months ago, a man came into my Manhattan office with a binder. Inside was a set of documents he’d purchased from a national

I worked with a family whose father built a successful manufacturing business in Queens over 40 years. He left a detailed will, believing he had
When a Manhattan executive suffers a sudden stroke, his family often scrambles to find his Last Will and Testament. They tear through desk drawers and

A client came to me last year holding a will he’d signed in 1995. In the decades since, he had remarried, welcomed two grandchildren, and
When a grieving family in Brooklyn presents a typed, signed, and bank-notarized document to Surrogate’s Court, they fully expect it to govern their father’s estate.

A couple in Manhattan owns the brownstone they bought in the 1980s. They believe signing the deed over to their adult children is a clever

A client recently came to our Manhattan office after moving from Denver. He and his wife had drafted their wills with a Colorado attorney years

When a Brooklyn family loses a parent who relied on a generic, internet-printed document, the next eighteen months often belong to Surrogate’s Court. I see

I’ve sat with countless families from Nassau and Suffolk counties who believed they had their affairs in order. They had a will, signed and witnessed.

A client walks into my Manhattan office. His mother recently passed away, leaving him her Brooklyn brownstone—a significant asset, but one that generates no cash.

I once met with a grandmother from Queens whose world had been turned upside down by a single phone call. Her daughter, a single mother,

When a client dies without a will, their family often assumes they can simply choose someone to handle the estate. They believe that because they

A family in Nassau County believes they are prepared. Their recently deceased father had a will, properly signed and witnessed. They assume the next step

A client sits across from my desk in Manhattan, ready to sign their will. We’ve spent weeks discussing their assets, their family dynamics, and their
Five years after a Brooklyn divorce is finalized, a former spouse goes to refinance the brownstone she won in the settlement—only to discover her ex-husband
Three siblings stand in the kitchen of their late mother’s house in Brooklyn. The will is entirely straightforward: the estate is left to the children

When a Brooklyn family loses a parent who tried to handle their own property transfers, the next year of their lives often belongs to Surrogate’s

I often sit with clients who bring in a loved one’s will for the first time. They’ve read it, but they’re not sure what it
When a Brooklyn family opens a deceased parent’s mail to find $80,000 in credit card statements, $200,000 remaining on a mortgage, and only $15,000 in

I’ve seen it happen more than once. A family matriarch passes away in her beloved Park Slope brownstone, leaving behind three adult children and a