
Inheriting from a Trust: What a Beneficiary Should Know
A client called our Manhattan office after receiving a certified letter from a trust company she’d never heard of. It informed her she was a
Home » undue influence

A client called our Manhattan office after receiving a certified letter from a trust company she’d never heard of. It informed her she was a
When a Long Island family sits across from my desk holding a three-inch stack of their late mother’s medical bills, utility shut-off notices, and credit

A client recently told me about his father’s probate. The process dragged on for nearly two years in Surrogate’s Court, and every month, another legal

A client is 24 hours from closing on their Manhattan apartment—the culmination of a six-month search. They arrive for the final walk-through, expecting to see

I once worked with the family of a man who owned a successful specialty food shop in Brooklyn. He built it from nothing over 30

When a Brooklyn family loses a parent, the grieving process is often interrupted by a jarring administrative reality. A week after the funeral, a daughter

I recently attended a funeral for the patriarch of a Manhattan family our firm has represented for decades. The eulogies were filled with stories of

A family in Brooklyn receives an official-looking document in the mail called a “Citation.” It’s from the Surrogate’s Court and names a recently deceased relative.

A client once came to our office with his late mother’s will, assuming the document itself was the final word. He believed that because his

When a parent dies on Long Island, the family’s grief is soon joined by a formal piece of mail from the Nassau County Surrogate’s Court—a

A call I often receive starts with a crisis. A parent in Nassau County has had a fall or a stroke, and the family is
A Manhattan executive spends six months drafting a meticulous revocable living trust to keep her family out of the public eye and avoid probate. She

The scene is a classic. A family gathers in a dimly lit, wood-paneled office. A somber attorney sits behind a large mahogany desk, breaks the

A client recently came to our firm after relocating from Florida. He wanted to set up a “transfer-on-death deed” for his new apartment on the

A client recently came to our Manhattan office with a simple goal—to transfer his Brooklyn brownstone into a newly created family trust. “My son sent

Your brother named you successor trustee for his children’s trust. You were honored. But as you step into the role, you realize the responsibility is
When a family unlocks the door to a parents’ Brooklyn brownstone a month after the funeral, the immediate reality of estate administration sets in. Fifty

When a Manhattan real estate developer attempts to shield a commercial portfolio by transferring it into a Nevis trust six months before a major lawsuit,

A few years ago, a client came to our office with a common but frustrating problem. Her uncle, a lifelong resident of Brooklyn, had been

For seventeen years, a family in Brooklyn has been the center of their son’s world. They have attended every doctor’s appointment, signed every school form,

When a Brooklyn family clears out their parents’ home after a sudden passing, they usually find a metal lockbox stuffed with decades of contradictory paperwork.

I once met with two siblings in our Manhattan office, divided by a single, poorly drafted sentence in their father’s will. He had used an

A family gathers in a wood-paneled office. The lawyer clears his throat, opens a thick document, and begins to read aloud, revealing long-held secrets and

A client recently sat in my office, turning her wedding band on her finger. Her husband had passed away nearly a year ago, and she

In the intricate landscape of estate planning, the utilization of Wills stands as a cornerstone for individuals to dictate the distribution of their assets upon
A widow in Manhattan walks into her local Chase branch with her husband’s death certificate in hand. She needs to access his individual checking account

A client sat in my Manhattan office last week, reviewing the final draft of a trust for his two children. He paused when we got

A client’s father, a retired teacher in Queens, passes away. Weeks later, his son—the executor of the will—is sorting through mail and discovers a recurring

A client once came to my office with what he thought was a simple list: his Brooklyn brownstone, a brokerage account, and a savings account.

A client recently described sitting in her late father’s study in his Manhattan apartment, surrounded by a lifetime of paperwork. She had been named the