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A client’s father died in his Manhattan apartment, leaving behind a valid will and what his children thought were clear instructions. The will named his

A client sat in my Manhattan office last week, looking at the first draft of his will. He pointed to a paragraph and said, “Russel,

When the founder of a successful Manhattan design firm passed away unexpectedly last year, he left behind a grieving family, a thriving enterprise, and a

A new client sat in my Manhattan office a few months ago. Her father had passed away in Brooklyn without a will, and the Surrogate’s

When a parent dies in New York without a will, the state provides one for them. It’s called the law of intestacy, and I can

Transfer of Your Home and Medicaid Eligibility 2024 Transferring your home can have significant implications for your eligibility for Medicaid benefits in New York. Medicaid

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,

I once worked with the widow of a successful Queens restaurant owner. He had two adult children from a prior marriage and a new family

Introduction Protecting assets is a crucial aspect of estate planning, ensuring that your hard-earned wealth is safeguarded for yourself and your loved ones. One powerful

The call often comes from a Brooklyn brownstone or a Manhattan apartment. A client’s parent has passed, leaving behind a will, a home, and a

I recently met with a family from Brooklyn whose father had just passed away. He was a meticulous man who had, they thought, done everything

An executor in Brooklyn receives letters testamentary from Surrogate’s Court and walks into the brownstone her parents lived in for fifty years. The will directs

I once met with a family in Brooklyn whose late father, a successful small business owner, had done what he thought was the right thing.

When a Manhattan widow walks into my office three weeks after her husband’s funeral, she often brings a shopping bag stuffed with unopened mail, life

When a business owner in Brooklyn dies unexpectedly, his two adult children are left with grief and an overwhelming responsibility. They know he owned his

A client in Manhattan once asked me, in all seriousness, if his will could legally require his family to cryonically preserve his brain. It’s not

I have sat in my office with families who are still in a state of profound shock. The call came in the middle of the

A son sits across from a branch manager at a bank in Brooklyn. His mother suffered a severe stroke three days prior, and the property

A couple in Brooklyn is finalizing their divorce. As part of the settlement, one spouse will keep the family brownstone, and the title needs to

A client came to our Madison Avenue office last month with what seemed like a simple request. Years ago, we had prepared his will, a

A client sat in my Manhattan office last week, looking at a draft of their will. “Russel,” he said, “what exactly is a fiduciary? And

A family in Brooklyn recently came to my office after their mother passed away. They were preparing to administer her estate and knew her brownstone

I once had a client whose father, a retired executive in Manhattan, suffered a sudden stroke. The family was overwhelmed. His daughter had access to

A son called my office recently from his late mother’s apartment in Manhattan. He held her will, a document she had carefully prepared, which left

A client once came to my Manhattan office convinced he’d made the perfect choice for his children’s trustee. “My sister,” he said. “She’s family, she