Will vs. Trust: Keeping Your New York Estate Out of Court
When a Manhattan family loses a parent who relied solely on a simple will, the next nine months to a year belong to the court
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When a Manhattan family loses a parent who relied solely on a simple will, the next nine months to a year belong to the court

The keys to a parent’s home are in your hand. Inside are fifty years of memories, furniture, and personal effects. As the named executor of

A new client once came to our Manhattan office with a will he’d created online for $99. He was proud of his thrift. The problem

A widow in Brooklyn discovers her late husband’s will leaves his entire multimillion-dollar business to a partner she’s never met. The family home, their joint

A client recently came to our Manhattan office after being appointed executor for his mother’s estate. He was dutifully paying the bills he knew about

A brownstone in Park Slope, a brokerage account, and a will signed twenty years ago. When a parent passes away, these are the pieces of

I once worked with the family of a Brooklyn restaurant owner who passed away suddenly. He had built a beloved neighborhood institution from the ground

A family in Carroll Gardens recently called my office. Their mother had passed away, leaving a will that named her eldest son as executor. He

I once had a client, a brilliant artist from Manhattan with a very specific vision for her legacy, ask if her will could require she

I often meet with the adult child of a recently deceased client. They walk into our Manhattan office holding a stack of mail and a

I recently spoke with a woman whose uncle lived a solitary life in his Brooklyn brownstone. After years without contact, her repeated calls went unanswered,

A few months ago, a man came into my Manhattan office with a stack of papers. His father, a successful small business owner, had recently

A client recently came to my Manhattan office after his mother passed away. She had lived in the same Brooklyn brownstone for fifty years, and

After a divorce is finalized in a Brooklyn court, the settlement agreement states that one spouse will keep the marital home. The papers are signed,

I often meet with parents from across New York who have spent a lifetime caring for a child with a disability. Their greatest fear is

When a Brooklyn family loses a parent who owned a home solely in their name, the surviving children often assume they can immediately hire a
When a Manhattan business founder dies leaving behind unreleased products, trademarks, and a fragmented family, the ensuing nine months in Surrogate’s Court determine whether that

A client once sat in my Manhattan office and asked, “Can I put in my will that I want to be frozen like Walt Disney?”

A Brooklyn family recently found themselves at a standstill three days before their father’s funeral. The eldest son assumed he would deliver the eulogy, viewing

A client came to my office last month, a successful entrepreneur from Manhattan with a growing logistics company. “Russel,” she said, “I want to put

A client called me last week from Brooklyn, his voice tight with anxiety. His mother had passed away, leaving behind the family brownstone, some savings—and
When a Manhattan family discovers their father left no written instructions regarding his funeral, the aftermath often fractures relationships before the estate even opens. One
When a Manhattan executor sits down at a dining room table with a stack of death certificates and an address book, the next steps dictate

A few months ago, a client came into my Manhattan office with a stack of papers and a deep sense of frustration. His father had

A family in Manhattan breathes a sigh of relief. They’ve found their father’s Last Will and Testament, signed and witnessed, tucked into his desk drawer.

A client recently came to our Madison Avenue office with what seemed like a simple request. Her son, who she had named as executor in
When a Manhattan executive passes away after drafting a meticulous will, the family often assumes the heavy lifting is done. Then, the employer’s plan administrator
Three days after a sudden death, a Brooklyn family’s living room is usually filled with flower arrangements, sympathetic neighbors, and a quiet, underlying panic. The

A client recently brought me a retirement account statement from 2002. The primary beneficiary listed was his ex-wife, from a marriage that ended over a

An executor for a family in Brooklyn calls me. Her father passed away, and the will directs her to sell the family home. She’s ready