Trusts and Estates

For more than 30 years as a New York City Trusts and Estates Lawyer I have represented clients concerning a full spectrum of trust and estate issues in New York including Estate Settlement and Administration, Probate and Intestate Administration proceedings, Will contests, Kinship matters, Fiduciary Accountings, Trusts, and Estate taxes. I have also assisted clients with a variety of New York Surrogate’s Court proceedings relating to problems such as a spouse’s elective share, discovery of decedent’s assets and breach of fiduciary duty.

Additionally, I counsel clients regarding Estate Planning, Last Wills, Health Care Proxies, Living Wills and Powers of Attorney so that their wishes are expressed and their concerns are resolved.

My clients come from throughout the five boroughs of New York City – Manhattan, Brooklyn, Bronx, Queens and Staten Island – as well as Long Island, Nassau, Suffolk and Westchester and other parts of New York State. Many of my clients reside outside of New York State and I assist them with representation in New York State so that their New York matters can be handled effectively and efficiently by a trusts and estates attorney in New York City.

Estate law can often seem very complex and archaic to persons who are not familiar with the many rules and procedures that make up this area of the law. This is especially true since most people are confronted by trusts and estates questions at time of extreme anxiety when a family member or friend is ill or has recently passed away.

Over the years I have embraced the formula that it is best to review and explain to clients the fundamental issues they face in a straight-forward and easy to follow manner. The problems that an individual may be facing can include the following: (i) a family member has died and a Last Will must be probated and an Executor appointed to settle the estate; (ii) a family member has died without a Last Will (Intestate) and an Administrator needs to be appointed for estate administration; (iii) a beneficiary of an estate has not received a share of the estate and needs to compel an Executor or Administrator to file an Accounting with the Surrogate’s Court; (iv) a family member has passed away and a Court proceeding is needed to obtain assets that a third-party has improperly taken from the decedent; (v) a fiduciary such as an Executor, Administrator or Trustee has acted improperly (breach of fiduciary duty) and Court proceedings are required to protect a beneficiary’s interest; (vi) a beneficiary needs to prove kinship; (vii) a family member needs to contest a Will.

These are just a few of the many issues that can require resolution. Good estate planning many times can help prevent after death controversy and as a New York City trusts and estates attorney I advise my clients regarding their Estate Planning and Will needs.

It is very common for out-of-state and foreign country relatives or friends of New York residents to need legal representation in New York regarding an Estate or Trust. I represent many out-of-state Executors and Administrators and beneficiaries as well as assisting out-of-state attorneys with New York Trust and Estate matters.

During my many years as a trusts and estates lawyer in New York City, I have worked closely with clients and have provided personal attention to their issues and problems. If you or someone you know is involved with, or has any questions about a New York Trust or Estate matter, please contact me at (212) 355-2575 or e-mail me at jules.haas@verizon.net for an initial consultation.

New York Probate Lawyer Blog - Trusts and Estates