How Joint Bank Accounts Work, And How Sometimes, They Don’t

Joint bank accounts make great estate planning tools, except when they don’t. Whether a joint bank account is right for you depends on on a lot of factors. Joint bank accounts make perfect sense for some people. They can cause family infighting and… Read More
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Categories: Estate Litigation

Daniel J. Reiter, Esq. Invited to Speak to Surrogate’s Court Interns

On July 1, 2019, Daniel J. Reiter, Esq. was invited to speak with college students and law students interning at the Richmond County Surrogate’s Court. Mr. Reiter, who interned at the same court as a law student, spoke with interns about law school… Read More
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Categories: Firm News

Free CLE: Defensive Estate Planning, JAN-15-2019

Defensive Estate Planning Class Strategies, Techniques, and Best Practices Dear Attorneys: You are invited to attend my free Continuing Legal Education course. The class explores defensive estate planning techniques and strategies designed to prevent… Read More
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Categories: Firm News

Kinship Proceedings in Surrogate’s Court: What They Are, How They Work, and How They’re Won

In a Kinship Proceeding, the New York Surrogate’s Court seeks to determine who is entitled to inherit from the estate of a deceased person who did not have a Will. The Surrogate’s Court is the court in New York State which handles most matters re… Read More
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Categories: Estate Litigation

A Successful Continuing Education

Thanks to Alec Dadisman of the National Law Institute for inviting Real Estate Attorney Jennifer Weisser, Esq. and me to teach Real Estate and Estate Planning Strategies to New York Real Estate Agents on December 4, 2018. Read More
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Categories: Firm News, Real Estate

Free CE for Real Estate Agents Dec. 4th 2018

Real Estate & Estate Planning Strategies New York Real Estate Agents are invited to attend a free Continuing Education course entitled Real Estate & Estate Planning Strategies. I am co-teaching the course with Jennifer Weisser, Esq. of Chaves… Read More
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Categories: Firm News, Real Estate

What are Will Contests and Objections to Probate?

In New York, before a last will and testament is deemed a valid instrument, the general rule is that the person named executor in the will must first prove the will as valid. This process is called “probate“. Probate is the latin word for “prov… Read More
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Categories: Estate Litigation

Lost Will: “I can’t find the original Will. Help!”

When someone passes away in New York with a Will, generally, the Will must first be proven as valid to the Surrogate’s Court Judge. Proving a Will as valid to a Court is known as the “probate” process. “Probate” is the Latin word for “pro… Read More
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Categories: Estate Litigation