Gerry Wendrovsky routinely prepares and supervises the execution of simple wills, as well as more sophisticated wills incorporating trusts, tax benefits, in terroram clauses, guardianship nominations, and other provisions. This process routinely requires obtaining basic family background information, and ascertaining and understanding the wishes and needs of every client requiring a will. It is his regular practice to suggest to clients various methods of preserving the 'estate plan' established by a will, including the changing of beneficiaries on dedicated retirement plans, including TIAA-CREF, 401k, and pensions.
Often Mr. Wendrovsky recommends to clients that as part of a basic estate plan, he prepare a power of attorney, and both a health care proxy and living will, which will permit a designated person('agent') to assist the client with respectively, their personal business and medical decision-making, in the event of their incapacitation or inability to carry out the normal affairs of life.
He has represented numerous (co-)executors, (co-)administrators, beneficiaries and legatees in a variety of both litigated(contested) and uncontested administration, ancillary administration, administration dbn, probate, small estate(voluntary administration), accounting, claims, discovery and other proceedings, in the Surrogate Courts of New York City, and elsewhere in New York State.
He assists all of his clients, both before and after their appointment as Executors or Administrators, in the prompt marshaling of assets, the establishment of estate accounts, the negotiation, settlement and payment of legitimate estate debt, and proper distribution of the estate.
Mr. Wendrovsky has drafted and implemented a number of co-administration agreements, as a way of resolving and avoiding conflicts.
Mr. Wendrovsky frequently represents Executors and Administrators who reside outside New York City, in other states, and outside the United States, including from Europe, Asia, and Canada.
Gerry Wendrovsky has been appointed on numerous occasions as a guardian ad litem by the Surrogate Courts of New York and Bronx County, in connection with probate and other Surrogate Court matters, affecting the interests of incapacitated minors, or 'unknown distributees' or parties. On occasion, he has been appointed by the Surrogate to act as the Guardian of a ward's property.
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