Estate planning is an important process for ensuring that your assets and property are distributed according to your wishes after you pass away. One option for estate planning is to create a living trust, which is a legal document that allows you to transfer ownership of your assets to a trust while you are still […]

Purchasing a property in New York City is an exciting endeavor, but the process can be complex, with distinct differences depending on whether you're eyeing a co-operative (co-op), a condominium (condo), or a private house. This guide will walk you through the general steps involved and highlight the unique aspects of each property type, all […]

The 2025 New York estate tax exemption is set at $7.16 million per person. This means if the total value of your assets is at or below this amount when you pass away, New York State generally won't levy an estate tax. However, for estates exceeding this threshold, understanding the rules and planning accordingly is […]

For many people in New York, the terms "trusts" and "estate planning" conjure images of sprawling mansions, vast fortunes, and complex legal battles among the ultra-rich. It's a common misconception that these tools are exclusively for the wealthiest 1%. But as an estate planning attorney serving the diverse communities of New York City, I can […]

When a New Yorker dies "intestate" (without a will), their real estate doesn't simply sit in limbo. New York law dictates who inherits, but the path to clear ownership for these "heirs at law" involves complexities, especially when it comes to selling the property. This is particularly true concerning potential risks within the first couple […]

As a trusts and estate attorney serving clients here in Queens and throughout New York City, I often emphasize that estate planning is not a "set it and forget it" task. Think of your estate plan as a living set of documents, designed to evolve with you through the various chapters of your life. Just […]

When a New York property owner can no longer make decisions about their real estate due to illness or cognitive decline, families often face a legal hurdle, especially if a sale is needed to fund care or manage finances. An "incapacitated" individual cannot legally sell property. New York's Article 81 Guardianship proceeding provides the legal […]

When someone dies in New York State, their estate often requires management by a fiduciary that has to be appointed in the Surrogate’s Court of the county in which they were domiciled in. These appointments create distinct legal roles that carry significant responsibilities and powers. Let's explore the key aspects of estate administration and the […]

Understanding Testamentary Trusts A testamentary trust is a legal arrangement created through a last will and testament (or a within a living trust) that becomes effective after the death of the trust creator (testator) during a probate proceeding. These trusts provide a powerful mechanism for protecting and managing assets for minor children, offering significant advantages […]

Article 81 Guardianship Accountings Article 81 guardianships are court proceedings to protect and support individuals with developmental disabilities or cognitive impairments who require assistance managing their personal and financial affairs. Enacted as part of New York's Mental Hygiene Law, these guardianships are unique in their approach, emphasizing the preservation of individual autonomy and rights while […]