Trusts & Estates

Estate Planning, Estate Administration, Estate Litigation and Elder Law

As a complement to our full service real estate practice, we also have a concentration in estate planning, estate and trust administration, estate litigation and elder law, including asset protection planning (protecting assets from creditors, nursing homes and "in-laws"); business succession planning (planning for the orderly transition of the business to the next generation or owner); asset succession planning (passing assets efficiently and privately to loved ones after death); tax planning (minimizing or eliminating estate taxes); special needs planning (planning for loved ones with mental or physical disabilities); and charitable planning (passing assets for the benefit of non-profit organizations). The use of properly designed and funded trusts avoids unnecessary court intervention and supervision upon disability and death.

In addition to our comprehensive estate planning and administrative services, we counsel clients and their families as they navigate through the aging process. This includes long-term care planning and assisting with qualification and eligibility for community (home care) and institutional (nursing home care) Medicaid benefits.

We routinely represent clients who are executors in Wills in the probate process or as administrators when decedents die intestate (without Wills). We appear in Surrogate's Courts throughout the five boroughs of New York, and Nassau, Suffolk and Westchester counties representing residential landlords and commercial property owners in administrative proceedings to recover rental properties and/or arrears of deceased tenants. Our estate litigation attorneys also represent clients in contested probate and accounting proceedings.

Please feel free to contact the attorneys below to schedule a confidential, complimentary consultation to discuss your estate planning needs and goals.

Frequent Asked Questions

Contacts:

Jeffrey L. Nogee
Partner
jnogee@borahgoldstein.com
(212) 965-2551

Wendy K. Goidel
Counsel
wgoidel@borahgoldstein.com
(212) 431-1300

Notable Cases:

Will of Mery Su Ling Chin, Deceased.In a will contest, where one witness to the will and the attorney draftsperson did not have perfect memory of the execution ceremony and another witness testified that the will was not properly executed, the Court admitted the will to probate after trial, holding that perfect memory was not required and that the Court, as trier of fact, could determine the credibility of the persons testifying at trial. The proponent of the will was represented by Jeffrey L. Nogee, Esq., partner in our trusts and estates department, with the assistance at trial of partner Anna Guiliano, Esq.