Self Proving Affidavit
What is a Self Proving Affidavit? A self proving affidavit is a legal document that “proves that you signed your Will.” A self-proving affidavit verifies …
Executor Trustee Guardian
What Does Executor Trustee Guardian Do? What do Executor Trustee Guardian have in common? This is a common question that I get from new parents …
Record a Power of Attorney
How to Use and Record a Power of Attorney in Surrogate’s Court Although a fiduciary cannot delegate their duties and a fiduciary cannot execute a …
Distribute the Estate Assets
If you are acting as an Executor or Administrator of an Estate, you may be asking yourself: when can I distribute the estate assets that …
Probate Assets – What are they?
Probate assets are Assets that do not Pass by Beneficiary Designation or Operation of Law. Consider the following example: Gretta died in February 2019 domiciled …
Testamentary Trust for Minors
A Trust is a contract. It is a document where one person (a trustee) holds property on behalf of another (the creator) for the benefit …
Do You Need a Pour Over Will?
Do You Need a Pour Over Will? A pour over Will is an important estate planning document. A Last Will and Testament (“Will”) is a …
Guardian Ad Litem Role
What is the Role of the Guardian ad Litem? A Guardian Ad Litem (sometimes referred to as GAL) is someone appointed by the Surrogate’s Court …
New York Independent Assessor (NYIA)
What is the New York Independent Assessor (NYIA)? Medicaid is implementing a change in the way assessments are done for community home care benefits. This …
Medicaid Asset Protection Trust
Medicaid Asset Protection Trust Pros and Cons What is a Medicaid Asset Protection Trust? A Medicaid Asset Protection Trust (MAPT) is a vehicle used to …