Ownership in Severalty: The Hidden Probate Trap in NY
When a Brooklyn widow loses her husband, the title to their shared brownstone automatically consolidates into her sole name. For the next decade, she pays
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When a Brooklyn widow loses her husband, the title to their shared brownstone automatically consolidates into her sole name. For the next decade, she pays

I often meet with families who own a Brooklyn brownstone—perhaps purchased in the 80s or 90s—that has become the single largest asset they will ever

A client recently came to my Manhattan office with what he felt was a simple plan. His daughter is starting her own family, and he
When a Brooklyn family discovers their father died without a Will, the oldest sibling often assumes he is the “executor” by default. He heads to

A client came to my office with a document printed from a popular legal website. For $299, they had created a revocable living trust, named

A client came to my Manhattan office last week—a successful surgeon with a growing practice and two children nearing college age. “Russel,” she said, “I

A client recently came to my Manhattan office convinced they needed a complex trust. They had read online that it was the only way to

When managing a trust, the importance of selecting the right individual cannot be overstated. The responsibility of overseeing and administering a trust requires a keen

I’ve seen it happen more than once in the Surrogate’s Courts across New York. A family comes to court to probate a loved one’s will,

A client from Great Neck once told me, “I have a will, so my family is covered.” I have heard this from families across Long

I recently met with the adult children of a Brooklyn business owner. Their father, a prudent man, had diligently prepared a will, believing he had

When a Manhattan business owner dies unexpectedly, his family is often faced with one of two starkly different realities. In the first, he left behind

A client recently sat in my Manhattan office, confident his estate was in order. He had meticulously added “Payable on Death” (POD) beneficiaries to his

In the complex realm of estate planning, certain scenarios require prudent consideration and meticulous attention to detail. One such circumstance involves the management of home
When a Brooklyn family loses a parent, the surviving spouse often assumes they automatically inherit the family home. They continue paying the mortgage, keeping up

A client from Brooklyn recently sat in my office with a simple goal. She wanted to ensure her daughter would inherit the family brownstone, the

I often meet with families who assume their will is the final word on their legacy. They believe that because they’ve named an executor and

Introduction Probate is a crucial legal process that occurs after someone passes away, during which their will is validated, and their assets are distributed to

When a Manhattan family loses a parent, the initial grief is quickly compounded by a harsh administrative reality. The decedent’s life insurance policies, checking accounts,

I often meet with families after a loved one has passed. When the only planning document is a will, the first thing I have to
When a family uncovers a parent’s will in a Brooklyn safe deposit box, the initial relief is usually short-lived. A will is not a bypass

A few years ago, a new client came to our Manhattan office with a will he’d downloaded from an online legal-form website for a flat

When an executor stands in the doorway of a late parent’s home, the task is more than emotional. Emptying that home—whether a brownstone in Brooklyn

When a client’s mother passes away in her Brooklyn home, the family often finds her Last Will and Testament tucked away in a safe deposit

I recently met with a couple who own a successful restaurant in Brooklyn. For twenty years, they’ve poured everything into it. When one of them

I once met with a couple from Queens who were updating their estate plan. Their previous attorney, they told me, billed in six-minute increments. Every

A call comes from a hospital in Brooklyn. Your mother has had a fall. She’s lucid, but the doctors are talking about long-term care, and

A client’s mother in Manhattan suffers a stroke. She has a will, of course—a document she carefully prepared years ago. But the will is designed

A family in Brooklyn receives the worst possible news. A loved one has died during an encounter with law enforcement, and in the shadow of
A Long Island couple decides to keep things simple by deeding their home directly to their twelve-year-old daughter. They assume they are securing her future