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Legal Guidance and Peace of Mind during the Estate Administration Process

When a loved one has passed away, all of their assets and liabilities must be administered in conformity with certain provisions of law. This task is simplified, and often less costly, if the decedent had the foresight to develop a comprehensive estate plan and execute a valid will. Whether they did have a valid will or died intestate, however, guidance and direction by an experienced estate attorney is almost always necessary.

I am New York probate lawyer Elihu Rose. I provide probate and estate administration services throughout Nassau County and Queens County. To schedule a consultation with regard to estate administration, contact my law firm in Lake Success.

In addition to a law degree, I have an MBA and am a Certified Public Accountant. This enables me to address tax issues as well as legal issues involved in the administration of an estate.  

Guidance for Administrators and Executors of New York Estates

No one can administer the assets of a decedent without court authorization. Without a will, the court must appoint an administrator for the estate. Even when there is a will, the court must confirm that the document offered is the decedent’s last will (a process called “probate”) and then empower the executor named in the will to act.

After appointment, the administrator or executor—the fiduciary of the estate—must pay the estate’s debts and expenses as well as inventory the assets, value them, and either sell or distribute them in accordance with the provisions of the will or applicable law. There are also tax returns to be prepared and inventories and accountings to be filed with the court. In each step of this process, there are choices to be made by the fiduciary which can have significant economic consequences to the beneficiaries of the estate.

Frequently, the decedent created one or more trusts while he was alive, and his will may have created more. The executor must work with the trustees to insure that each trust is properly and timely funded with the assets that are most suitable to fulfill the intended purpose of the trust. When the estate owns hard-to-value assets, such as closely held business interests, artwork, or antiques which are not easily sold, the fiduciary must be sure that their value is properly determined.

All this work must be completed within the time periods specified by law.

With 30 years of probate, estate planning, and tax preparation experience in New York, I can ensure you complete the process on time and in compliance with applicable law, minimizing the risk of future litigation against you as the fiduciary of the estate. 

Contact my law office to schedule a consultation. I look forward to helping you move through estate administration smoothly, knowing that every detail has been handled properly.

ELIHU I. ROSE, P.C.

1979 Marcus Avenue, Suite 210
Lake Success, NY 11042
Telephone (516) 326-2812 • Fax (516) 326-2831
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My law office is centrally located to serve clients throughout Nassau County and Queens County in communities such as Great Neck, Lake Success, Floral Park, Manhasset, Port Washington, Roslyn, Mineola, Glen Cove, Syosset, Brookville, Westbury, Carle Place, Uniondale, Plainview, Hicksville, and New Hyde Park.