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…
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.…
Katya Sverdlov, Esq., CFA Quoted Extensively in HavenLife
Of Counsel Katya Sverdlov, Esq., CFA was recently quoted extensively by Nicole Dieker in HavenLife. The article explores the financial challenges faced by many parents…
Law Firm of Daniel J. Reiter, Esq. Welcomes Katya Sverdlov, Esq., CFA®, as Of Counsel
I am excited to announce the addition of Katya Sverdlov, Esq., CFA® to my firm! Katya joins the Law Firm of Daniel J. Reiter, Esq.…
Guardian’s Guide to End-of-Life Decision Making in Hospital’s and Nursing Homes When Ward’s Wishes Unknown
Being a guardian of another adult is hard work. In fact, serving as an article 81 guardian in New York is akin to having a…
What is a trust, really? A comprehensive and digestible guide
What is a trust? Why make a trust? Are trusts only for rich people? If I make a trust, can my cat be a beneficiary?…
Does my loved one need a guardian?
Whether guardianship is appropriate for a loved one depends on a variety of factors. I help New Yorkers determine the best legal solution for mentally…
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…
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…
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…