At Katzner Law Group, we know how easy it is to delay estate planning until it’s too late. Yet failing to put a Will or Trust in place can leave your loved ones navigating the strict rules of intestate succession in New York. When someone passes away without a valid will or trust, state law, […]
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At Katzner Law Group, we regularly work with clients who want to give generously to family and friends—without triggering unexpected tax bills. While giving gifts might seem straightforward, the IRS gift tax rules can make the process surprisingly complex. The good news? With proper planning, there are multiple legal ways to avoid paying gift tax […]
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At Katzner Law Group, one of the most frequently asked questions from clients considering challenging a will is: “Who pays the legal fees if I contest the will?” The answer depends on many factors, including the merits of the case, the court’s discretion, and the specific circumstances of the estate. Contesting a will can be […]
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When it comes to estate planning and marital property law, understanding how different states treat assets acquired during a marriage is essential. At Katzner Law Group, we help individuals and families in New York and California navigate the complex landscape of asset ownership, estate transfers, and inheritance law. One of the most significant distinctions in […]
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At Katzner Law Group, we often hear the question: What happens if someone dies without a will in California? Dying without a will—referred to as dying intestate—means the state decides how your estate is distributed, regardless of your personal wishes. Understanding what this means and how it impacts your loved ones is essential for anyone […]
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At Katzner Law Group, we often advise individuals who either serve as trustees or are beneficiaries under a trust. One of the most important—and commonly misunderstood—areas of trust administration is a trustee’s fiduciary duty. When this duty is violated, it can lead to serious consequences for both the trustee and the trust’s beneficiaries. A breach […]
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While we all know that tomorrow is not guaranteed, it is a difficult concept to accept and work with, especially if you have minor children. Estate planning provides the tools you need to anticipate your loved ones’ needs. A comprehensive estate plan details your wishes for how your assets will be distributed. It also enables […]
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Estate planning is a structured approach to anticipating and planning for your future and the future of your loved ones while you are healthy. A comprehensive estate plan ensures minor children have named guardians, you and your loved ones are financially cared for throughout your lifetime and beyond, and you have legal and medical assistance […]
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What are your rights if you get a divorce but your name is not on the deed? Several factors determine your rights, starting with state law in the state where you reside and own property. Understanding Marital Property and Ownership Rights In community property states, such as California, if you acquired your home while you […]
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Trusts can be broadly categorized as revocable or irrevocable. Revocable trusts are commonly referred to as living trusts because the grantor, or person who creates and funds the trust, can retain control over the trust their entire lifetime. When the grantor creates the trust, the trust itself will become the legal owner of the property […]
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