
Is a Trust the Right Place for Your New York Home?
I often meet with families in our Manhattan office who have owned their home for generations. A common story is the Brooklyn brownstone, bought for
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I often meet with families in our Manhattan office who have owned their home for generations. A common story is the Brooklyn brownstone, bought for
Walk into a Manhattan bank branch to open an account for a newly created living trust, and the branch manager will inevitably ask for proof

A family in Brooklyn receives a final accounting from the executor of their father’s estate, and the administrative fees are far higher than anyone anticipated.

A client came to my Manhattan office with a question that gets to the heart of what a legacy means. He had three adult children.
When a Brooklyn family loses a parent who never formalized their intentions, the mourning process is quickly interrupted by the rigid machinery of Surrogate’s Court.

When a Manhattan business owner dies with a simple will—but no trust—their family expects to take control of the company and personal assets within days.

A client once came to our Manhattan office with a difficult problem. Years ago, her parents had established a substantial trust for her brother, who

I recently met with the executor for an estate in Brooklyn. Her father had passed away, and she was tasked with gathering his assets. She

A client of ours, a successful entrepreneur, recently purchased a commercial building in Manhattan for her growing business. As we reviewed the closing documents, she

A family in Brooklyn finishes the long process of probating their mother’s will. The executor, following the decree from the Surrogate’s Court, has begun distributing

A client of mine from Brooklyn Heights got the call every child dreads. His mother, a fiercely independent woman who had lived in the same

A client recently came to us with her late father’s will. She was named executor, but the bank on Long Island refused to even discuss

A mother adds her eldest son to the deed of her Brooklyn brownstone. She sees it as a simple way to transfer the property when
When a Manhattan family loses a parent whose only estate planning document was a simple will, they often assume the transfer of assets will be

When a Manhattan family discovers their father’s will tucked inside a desk drawer, the initial relief vanishes the moment they present it for probate. The

I recently met with a family whose father had a stroke. He was in a hospital in Manhattan, unable to communicate, and his children were

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

A call comes in from a client in Queens. Her mother passed away last week. Amid the grief, she and her sister have been searching
When a Manhattan family discovers that a recently probated will cuts out a rightful heir, the immediate assumption is that the battle is lost. The
A surviving spouse walks into a Manhattan bank branch holding her late husband’s original will, expecting to access his individual checking account to pay for

In the first few days after a death, the words come in a predictable pattern. “I’m so sorry for your loss.” “He’s in a better

A client once came to my office with his late mother’s will. He was the executor and primary beneficiary, and he believed the document was

A client from Queens recently came to my office with what she thought was a simple request. “I read about transfer-on-death deeds online,” she said.

I often meet with families in Queens after a parent has died, and the first question is always the same: what happens to the house?

A new client from Manhattan recently sat in my office and said, “I’ve been told I absolutely need a trust.” It’s a statement I hear

I recently sat with a client in my Manhattan office who was establishing a trust for his two children. He was debating between his brother—an

A client came to my office last year with a single, troubling piece of paper. Her father, a successful Brooklyn business owner, had downloaded a

An envelope arrives from the Kings County Surrogate’s Court. Inside is a legal document—a citation—naming you as the executor of your parent’s estate. You knew

When a Manhattan family clears out a deceased parent’s home office, they often discover a pristine, leather-bound portfolio embossed with the words “Revocable Living Trust.”

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