I recently met with a family from Brooklyn whose son, a young adult with a developmental disability, was about to receive a significant personal injury
A few years ago, a client’s son came to our office. His mother, living in a Brooklyn nursing home, had given him a durable power
A son is named executor of his mother’s estate in Brooklyn. He spends the better part of a year locating assets, paying creditors, filing tax
When a Manhattan family loses a father who never formalized his burial wishes, the next forty-eight hours become a frantic negotiation between grieving siblings and
When a Manhattan family finds a parent’s Last Will and Testament folded in a firebox, the immediate assumption is usually that the document itself transfers
I often sit with clients who want to make things simple for their children. A mother in Queens recently told me, “I want to give
A woman from Brooklyn calls our office. Her beloved aunt, a retired teacher, has passed away and named her as the executor of her will.
I once worked with a family whose patriarch, a successful Brooklyn business owner, had left behind a meticulously drafted will. He thought he had done
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
A new client from Brooklyn sat in my office last month. Her husband had passed just six weeks prior. In front of her was a
When a Brooklyn family loses a parent, they often assume transferring the family home is a simple matter of paperwork. They locate the original deed
A couple from Queens sat in my office last week. Years ago, they had placed their family home in an irrevocable trust, believing they had
An executor for a Manhattan estate receives Letters Testamentary from the Surrogate’s Court. She has the will, she has the authority—but she has no clear
A few years ago, we met with the adult children of a successful contractor from Suffolk County. Their father had built a significant business from
When a Manhattan family discovers their father’s declining memory has made it impossible for him to manage his financial affairs, they often assume his revocable
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
I’ve had clients walk into my office holding a handwritten note from a deceased parent, convinced it was a valid will. They believe because the
I often sit across the table from new clients who believe their planning is finished because they have a will. Perhaps they used an online
A client once came to my office after inheriting his mother’s Brooklyn brownstone—the house he grew up in. He assumed that because the house was
I once met with the widow of a successful Manhattan restaurant owner. He had died suddenly, without a will. She assumed that as his wife,
When an aging parent in Brooklyn decides to add their daughter to the house deed to avoid probate, they usually download a generic quitclaim form
I often sit with clients in a second marriage. A common situation involves a man who owns a home in Brooklyn, where he lives with
I recently met with a business owner in Manhattan who was creating a trust to hold his company shares for his two children. “I’ll be
A few years ago, a family came to our Manhattan office with their late father’s will. He was a successful small business owner, a proud
A client of mine, a surgeon with a thriving practice on Long Island, once sat in my office with a specific concern. He had spent
Seven months after distributing the final checks to her siblings, a Brooklyn executor received a demand for a formal accounting. She had already shredded the
When a client sits down in our Madison Avenue office and asks how to fund a cryogenic suspension, the conversation inevitably drifts toward the urban
An executor for a Brooklyn estate calls me. She’s preparing the inventory of assets for Surrogate’s Court, but the deed to the family brownstone is
When a Manhattan family loses a parent who relied entirely on a simple will, the next nine months belong to Surrogate’s Court. While the named
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