by Regina Kiperman | Jul 20, 2021 | Administration, Featured, General, Wills
What are my Rights if my Relative Died Without a Will? Barbara, a widow, died without a Will. She was survived by her two children, Jonathan and Lisa. Barbara never executed a Last Will and Testament. She never had the opportunity to nominate someone to serve as... 
by Regina Kiperman | Jul 13, 2021 | Administration, Featured, Inheritance, Probate
I was Served with Surrogate’s Court Citation. What Do I do now? If you were served with Surrogate’s Court Citation, that means you have been determined to be a necessary party to a proceeding. A Surrogate’s Court Citation is one of the most basic... 
by Regina Kiperman | Jun 24, 2021 | Administration, Featured, Probate
Looking to Challenge a Will in NYC? (Conduct your SCPA 1404 Discovery First) Certain individuals can request SCPA 1404 discovery before objecting to a Will. In this way, it is possible to obtain information before you make the ultimate decision of whether to challenge... 
by Regina Kiperman | Jun 14, 2021 | Administration, Featured, Probate
Preparing an Estate Accounting for a NYC Estate Preparing an estate accounting is one of the most important duties of an executor, trustee, or administrator of an estate. As a fiduciary of an estate or Trust in NYC, you are charged with ultimately providing an estate... 
by Regina Kiperman | Dec 2, 2020 | Administration, Featured, General
Estate Administration Checklist You Have Been Appointed Administrator of An Estate in NYC. What do you do now? An Estate Administration Checklist of tasks to perform to appropriate settle the estate is provided below. Confirm There is No Will Obtain a Fiduciary Bond,... 
by Regina Kiperman | Oct 9, 2020 | Administration, Estate Planning, Trusts
What are the Advantages of a Revocable Trust? Is a “Lifetime” or Revocable Trust for You? In certain, but not all, situations, it may make sense to create and fund a “lifetime” or revocable trust. There are certainly advantages of a revocable...