Having an Estate Beneficiary

I Can Help Protect Wealth For An Estate Beneficiary

I have many years of experience working personally with clients in creating the type of estate plan that expresses their special needs and desires. Paramount in their concerns is leaving as much as possible to their beneficiaries. My practice as a New York City estate beneficiary lawyer seeks to promote the protection of your assets while providing your estate beneficiary with the maximum preservation of wealth. My practice stands out in its personal attention to your needs and those of your estate beneficiary.

In most situations, selecting a beneficiary and providing for him or her in your Will may be straightforward.  However, some situations require particular attention.  It is rather common that an intended beneficiary is affected by a disability.  This condition may be physical or psychological and the beneficiary can be incapacitated and unable to manage his own affairs.  Moreover, such person may be receiving government benefits such as Medicaid or Social Security disability and a bequest from an estate might curtail or cut-off such benefits.  This scenario may require the use of a Supplemental Needs Trust (SNT) to hold and administer the assets for the benefit of the disabled beneficiary. The SNT provisions can be set up in a Last Will and are meant to provide the use of the funds for the beneficiary while not interfering with his receipt of government benefits.

An estate beneficiary lawyer in New York City, like those in other parts of New York, are familiar with the Estates, Powers and Trusts Law.  Section 7-1.12 of  this statute provides the requirements for a SNT.

Also, you may find that you are an estate beneficiary and need help and guidance in protecting your rights.  I have represented many estate beneficiaries in New York Court proceedings so that they received the assets and property they were entitled to as an estate beneficiary.

It is not uncommon for a beneficiary to learn that the decedent signed a new Will shortly before death that changed his estate plan from that in an earlier Will.  Where a beneficiary's interest appears to be at risk by a Will whose validity is in doubt, there may be a basis to file Objections to a Will.  Estate Litigation involving Will contests can be very complex and the assistance of an experienced Probate attorney can be helpful.

There are situations where the language of a Will or Trust is ambiguous or confusing and the Court may be asked to clarify or interpret these provisions. Also, when an Executor or Administrator is preparing to distribute funds to a beneficiary, the fiduciary typically prepares an accounting for the beneficiary to review and approve.  As a New York City estate beneficiary attorney, I have represented many individuals regarding the preparation and review of estate and trust accountings,

I have been practicing law for over 25 years. I graduated in the top 10% of my class at The New England School of Law in Boston and served on Law Review. I'm committed to the success of my clients. I enjoy working through the nuances of a case's details often uncovering something important that didn't initially seem obvious. I love hearing a client say, "Thank you so much Jules."

I am available through many methods of communication, including telephone, fax and e-mail. Call (212) 355-2575, fax (212) 751-5911 or contact me via e-mail for an appointment with an estate beneficiary attorney in New York City.

Client Reviews
Jules Haas helped me with managing the process in probate court for my father's estate through to its completion upon the sale of my father's house. He was knowledgeable, efficient, and effective in submitting documentation to the probate court, explaining procedures to me, and advising me as to the progress of my case. His support staff was also very helpful. He made what for me created so much anxiety into something manageable where I could see progress every step of the way. His fees were very reasonable. I am super grateful to him for all the help he has provided and strongly recommend his services.
★★★★★
I found Mr. Haas after being misguided by a former attorney. Mr. Jules Haas took our case which involved an estate/trust dispute. What initially seemed like an impossible and overwhelming legal fight was now in the hands of someone who had the integrity and legal expertise to win our case. Mr Haas' attention to detail and his expert knowledge base, skillfully and successfully guided us through an intricate legal process. I am very thankful and grateful to Mr. Jules Haas for representing our interest and ultimately winning. Bringing about a peace of mind we needed. Thank You Devida Nedd
★★★★★
I was in need of a guardianship attorney and I hired the services of Jules M. Haas' Law firm. The service of counselor Haas and his staff, was very profesional and the case was handled in a timely matter. I would strongly recommend his services Angel Guevara
★★★★★
I strongly recommend Jules Haas. I have worked with him for two years and he has provided so much support and followed through with everything he promised he would do. His support staff is just as helpful! We had an interesting case and he helped to solve each part of it legally and was very thorough. Thank you for everything you have done to finalize our families estate Robyn Stafford
★★★★★