What Happens if You Die Without a Will or Trust in New York?

brian - May 16, 2025 - Estate Planning

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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How Do I Avoid Paying Gift Tax?

How Do I Avoid Paying Gift Tax? 2025

brian - May 9, 2025 - Estate Planning

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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Who Pays Legal Costs When Contesting a Will?

Who Pays Legal Costs When Contesting a Will?

Gabriel Katzner - April 30, 2025 - Estate Planning

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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What States Are Community Property States? Full List + Legal Implications

What States Are Community Property States? Full List + Legal Implications

Gabriel Katzner - April 23, 2025 - Asset Protection

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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transfer of property after death without will in california

What Happens If You Die Without a Will in California?

Gabriel Katzner - April 17, 2025 - Probate

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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trustee breach of fiduciary duty

Trustee Fiduciary Duty Violations: What You Need to Know

Gabriel Katzner - April 15, 2025 - Trust Administration

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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Top Benefits of Estate Planning for You and Your Family

Top Benefits of Estate Planning for You and Your Family

Gabriel Katzner - March 31, 2025 - Estate Planning

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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What Are My Rights If My Name Is Not on the Deed, but I’m Married?

What Are My Rights If My Name Is Not on the Deed, but I’m Married?

Gabriel Katzner - March 14, 2025 - Asset Protection

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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Who Owns the Property in a Revocable Trust? Everything You Need to Know

Who Owns the Property in a Revocable Trust? Everything You Need to Know

Gabriel Katzner - March 7, 2025 - Trust Administration

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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