Skyline View
Justia Lawyer Rating for Jules M. Haas
NYSBA - Badge
ABA - Badge
New York City Bar - Badge
Avvo - Badge

Suffolk County Estate Planning

Legal Guidance for Devising Wills and Trusts in Suffolk County

Suffolk County was home to nearly 1.5 million people in 2010. About 12% of this population was 65 years of age or older. You may not want to think about what would happen if you were to become disabled or die. However, death is inevitable, and once you are an adult, no matter how old you are, you should consider planning for medical contingencies and the distribution of your property. Estate planning will allow you to figure out who should receive your property after your death and create an enforceable document for those wishes to be carried out. You can also make a determination about who should care for your children and who should make medical decisions on your behalf if you are unable to make those decisions. Suffolk County estate planning lawyer Jules Haas can make sure that your wishes are properly articulated and carried out.

Exploring the Range of Estate Planning Options

Many people do not want to think about becoming sick or dying. But most people can benefit from estate planning. One of the first steps of estate planning is the creation of a last will and testament. If you decide not to create a will before you die, New York's intestacy rules will govern the distribution of your property. The intestacy laws are fine for some people, but others may feel closer to friends or more distant relatives than they do to their spouse or children. When you create a will, you can leave your property to your best friend, for example, rather than a spouse who may have no interest in managing it. You can elect to give some portion of your estate to a caretaker rather than an estranged son.

Certain technical formalities must be followed to make a will enforceable. While it is possible to create your own will, having a will drafted by an estate planning attorney in Suffolk County reduces the odds of somebody filing a will contest after you die in order to challenge the will. In order to create a valid will, you must have testamentary capacity — you must be at least 18 and have a sound mind. Your will needs to be signed in front of two witnesses who also sign the will. If the will is notarized, it will be self-proving. This is important because when a will is self-proving, there may be no need to obtain an affidavit or testimony from the attesting witnesses.

Many people are concerned about the time and expense associated with probate. You can avoid probate in some instances by holding your assets as joint tenants or by holding funds in accounts that require the designation of a beneficiary. However, Jules Haas can help expedite the probate process.

It can also be important for your Suffolk County estate planning attorney to help you create a trust. A trust is an arrangement through which a trustee holds legal title to assets for a beneficiary. You can name yourself a trustee of your living trust. New York does not use the simplifying procedures of the Uniform Probate Code, so it may be helpful to create a living trust to sidestep the complex probate process used in the state. However, even if you create a trust, you may need a will as a backup to address later-acquired property that does not get into a trust or that was omitted inadvertently from the trust.

There are different kinds of trusts, such as revocable living trusts. With a revocable living trust, you can put your property into a trust but also continue to use it while you are still living. After you pass away, the assets will go to the beneficiaries that you designated. Moreover, you can place conditions on the trust assets. There are some trusts that will have a beneficial impact on federal estate taxes, and an attorney can go over those options with you.

Discuss Your Needs with an Estate Planning Lawyer in Suffolk County

Jules Haas has more than 35 years of experience as a lawyer handling trusts and estates matters for his clients. He works hard to achieve client satisfaction, understanding what the client's wishes are and then drafting the documents to carry out those wishes. Our firm represents clients throughout the Greater New York City region. Contact us at (212) 355-2575 or through our online form.

Client Reviews
I am very grateful to Mr. Jules Martin Haas attorney of law in New York. I am from Buenos Aires Argentina. He managed with expertise a very difficult situation. of a complicate heritage from my aunt Anna Grodzka that lived and died a very long time ago in New York. I recommend him not only for his extraordinary knowledge but also for his kindness. Irma CW Peusner
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
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. Diana Janer
I just completed an estate transaction where Jules Haas represented my client in an estate and he did a great job! He was very quick at responding to all matters throughout the sale process, he was detailed, he was knowledgeable and he was a pleasure to work with. I just recommended him to some new clients who are going through an estate matter and will continue to recommend him. Rodolfo Lucchese