Everyone should have an estate plan, regardless of the amount of wealth involved. An estate plan, whether simple or complex, allows you to plan for the future of your family, indicate how your assets will be distributed, and make your wishes clear about care at the end of your life.
My estate planning practice includes:
- Wills
- Revocable living trusts
- Irrevocable trusts
- Medicaid asset protection trusts
- Powers of attorney
- Health care proxies and living wills
- Inter vivos transfers (gifts)
Probate and Administration
I also handle probate and administration matters in New York State Surrogate’s Court in the event that a loved one passes away.
- Probate proceedings (where the deceased has left a Will)
- Administration proceedings (where the deceased has died “intestate,” meaning without a Will)
- Small estate proceedings (Voluntary Administrations)
- Trust administration
- Accountings
Probate Disputes
Unfortunately, there are instances where family members are unable to agree, and where disputes arise during the probate process. I am experienced in handling the full array of contested proceedings in Surrogate’s Court, including:
- Will contests
- Will construction
- Spousal rights of election
- Trust proceedings
- Challenges to joint property designations
- Challenges to property transfers prior to death
- Creditor claims
- Breach of fiduciary duty claims
- Judicial accountings
I also serve as local counsel for ancillary probate and administration proceedings where a non-New York resident dies owning property interests in New York State.
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