EXPERIENCED IN TRUSTS AND ESTATES

With more than 30 years of experience, attorney Leona Beane possesses in-depth knowledge about all aspects of trusts and estate issues, including:

  • Planning your estate
  • Executor’s Duties and Responsibilities
  • Duties and Responsibilities of an Administrator (when there is No Will)
  • Conferring and dealing with the accountant relating to estate tax issues
  • Guardianship
  • Living Trusts
  • Probate
  • Probate and Will disputes
  • Powers of Attorney
  • Revocable Trusts
  • Irrevocable Trusts
  • Preparing Trusts — inter vivos
  • Testamentary Trusts
  • Supplemental Needs Trusts

Planning Your Estate

I can advise you on the best approach in discussing the planning of your estate — thoroughly analyze your estate with you and strategize the best means of transferring your assets pursuant to your wishes and desires; efforts made to minimize taxes, establishing guardianship for your children, supporting personal philanthropic causes, and protecting your loved ones. Draft a will that reflects your desires; establish a living trust, if beneficial to your estate. Drafting a Will that reflects your desires is crucial.

Probate

Extensive knowledge and experience about the New York probate court (Surrogate’s Courts) to guide you through the complex process of probating a will, and administering an estate. I assist executors and administrators in all steps of the process, including (but not limited to) the following:

  • Creating a plan of action to probate the Will expeditiously
  • Filing the Will with the New York Surrogate’s Court and filing all documents for probate
  • Obtaining Consents to Probate from all distributees and other necessary parties
  • Arranging for Citation to be issued by Court and served on all necessary parties
  • After Letters of Probate (Letters Testamentary) are issued to the Executor , arrange for closing bank accounts and opening estate accounts
  • Transferring assets from the deceased’s name to the estate

Note: If Probate is Not granted, or there is No Will, apply for Letters of Administration for an Administrator to be appointed — the duties and responsibilities of the Administrator are very similar to the duties and responsibilities of the executor.

Some Additional Duties and Responsibilities of executor and administrator:

  • Valuing the estate — dealing with appropriate appraisers
  • Managing and Liquidating assets as appropriate
  • Dealing with accountants to resolve any estate tax issues
  • Paying taxes and other debts
  • Searching for and locating beneficiaries
  • Hiring professionals and other experts when necessary
  • Arrange to Marshall all assets
  • l Deal with expert real estate attorney to arrange to sell house or co op apt or condo apt

Contact a meticulous trusts and estates lawyer

Call Leona Beane at 212-608-0919 or contact Leona Beane online to schedule an appointment and consultation.