FEATURES & NEWS

A call comes in from a family in Brooklyn. Their aunt, the sole trustee of a trust established for them by their grandparents, passed away

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.

A family in Manhattan receives a thick envelope after their mother’s passing. Inside is her Last Will and Testament, a document she spoke of but

A client recently came to our Manhattan office wanting to give her daughter a significant sum for a down payment on a Brooklyn apartment. She

When a family in Brooklyn loses a parent, the discovery of a will can bring a moment of relief. But that document is not the

The check arrives. It may be for six or even seven figures, the result of a long and harrowing civil lawsuit on behalf of a

Last week, a client from Brooklyn sat in my office, wrestling with a decision. Her son had stayed local, helping her manage rental properties for

Estate planning lawyer & Medicaid Estate lawyer handles archives like Medicaid. Medicaid is a government-funded healthcare program administered by the states. It gives financial aid

The call I dread receiving, but always take, came last Tuesday. A long-time client from Westchester had lost his mother. After expressing my sincere condolences,

A client sat across from me in my Manhattan office recently and, after we’d worked through the structure of a trust for his children, he

I’ve sat in Surrogate’s Court in Manhattan and watched a family tear itself apart over two words: “per stirpes.” The patriarch had used an online

A new client once sat in my Manhattan office, proud that he had taken the initiative to “fund” his new living trust himself. He’d gone

A client from Westchester recently called me. She was named trustee of her mother’s trust, set up to benefit her and her brother equally. For

A family home in Brooklyn passes to three adult children. One lived there, caring for their mother until her passing, and wants to stay. The

When a Queens family arrives at Surrogate’s Court with a will their father downloaded and printed for $20, they usually expect a smooth transfer of

A client recently came into our Manhattan office with a declaration: “I’ve been told I absolutely need a trust.” He had heard that a revocable

After the funeral, the family gathers in the living room of their parents’ Manhattan apartment. Someone eventually asks the question on everyone’s mind—”When does the

A few months ago, a potential client called me from Queens. Her father had recently passed away, leaving behind a brownstone, a modest investment portfolio,

I often see this scenario in our practice: An aging parent in Brooklyn adds their adult child to the deed of the family brownstone to

A client recently came to our Manhattan office after her father passed away. As the newly appointed successor trustee, she went to his bank to

I once met with a couple from Manhattan—two successful professionals with a toddler and another on the way. They had life insurance, a 529 plan,

A client recently came to my office with a common and frustrating problem. Her aunt, a lifelong resident of Brooklyn, had passed away. My client

A client recently came to our Manhattan office with a simple goal. He wanted to add his adult daughter to the deed of the family

Your father named you as successor trustee for his revocable trust. You have the signed document—a thick stack of paper detailing his wishes for the

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,

After finalizing a complex generational trust for a client, he leaned back in his chair in our Manhattan office and asked a question I don’t