Property and Your
Family
Staten Island families often own homes that have been in the family for decades, along with retirement accounts, savings, investment assets, and small businesses. When a loved one dies, questions may arise regarding who has authority to handle these assets, whether probate is required, and how property should ultimately be distributed.
In some cases, the administration process is relatively straightforward. In others, family members may disagree about a will, inheritance rights, creditor claims, or the actions of an executor. Estates involving real estate, family businesses, or complex family relationships may require additional proceedings in Surrogate’s Court before distributions can be made.
At Stephen Bilkis & Associates, our experienced Staten Island probate lawyers represent executors, administrators, beneficiaries, heirs, trustees, and other interested parties in probate and estate-related proceedings. The firm is led by Stephen Bilkis, who has been selected to Super Lawyers, recognized as a Top-Rated Lawyer by Justia, earned an Excellent rating from Avvo, and listed among the best attorneys in New York by organizations such as Expertise.com and TopLawyer.com. We assist clients with probate, estate administration, estate litigation, will contests, fiduciary disputes, trust matters, and other proceedings involving decedents’ estates. Whether an estate involves a family residence, investment assets, retirement accounts, closely held businesses, or complex family circumstances, we work to protect our clients’ interests and guide them through the legal process.
Surrogate’s Court is the court responsible for probate and estate administration matters in New York. When a person dies owning property in their individual name, the court may need to determine who has authority to collect assets, pay debts, and distribute property to beneficiaries or heirs. If the deceased person left a valid will, the court may appoint the executor named in the will. If there is no will, the court may appoint an administrator to handle many of the same responsibilities.
Staten Island probate and estate administration matters are generally handled in the Richmond County Surrogate’s Court. In addition to probate proceedings, the court hears matters involving estate administration, trusts, guardianships, fiduciary accountings, adoptions, and disputes concerning wills, inheritance rights, and the conduct of fiduciaries.
Some estates require relatively little court involvement, while others present significant legal and financial issues. Questions regarding inheritance rights, creditor claims, estate property, fiduciary conduct, business interests, or the validity of a will may require additional proceedings before the estate can be completed. As a result, the probate process can vary considerably depending on the assets involved and the circumstances of the family.
The judges who preside over Surrogate’s Court proceedings are known as Surrogates. The current Richmond County Surrogate is Hon. Matthew J. Titone, who has served on the bench since January 1, 2019. His current term runs through 2031. He oversees matters involving probate, estate administration, trusts, guardianships, adoptions, fiduciary accountings, and other proceedings within the court’s jurisdiction.
The Richmond County Surrogate’s Court is located at:
18 Richmond Terrace
Staten Island, New York 10301
Telephone: (718) 675-8500
Every estate presents its own challenges. Some involve little more than transferring a family residence and a few financial accounts, while others require the resolution of creditor claims, business interests, inheritance disputes, or contested court proceedings. Our experienced Staten Island probate lawyers assist clients with both routine and complex probate matters throughout the administration process.
When a person dies without a valid will, there are no written instructions identifying who should receive property or who should be responsible for handling the estate. In those situations, New York law determines both who inherits and who has priority to manage the estate through a court proceeding known as estate administration.
Many people assume that property automatically passes to a spouse or children when there is no will. In reality, New York has specific inheritance rules that determine which relatives inherit and how much they receive. See N.Y. Est. Powers & Trusts Law § 4-1.1. Depending on the family structure, inheritance may pass to a surviving spouse, children, parents, siblings, or more distant relatives.
Because there is no executor named in a will, the Surrogate’s Court must appoint an administrator to act on behalf of the estate. The administrator is responsible for collecting assets, dealing with banks and financial institutions, paying valid debts and taxes, maintaining estate records, and distributing property to the appropriate heirs.
Determining who qualifies as an heir is not always simple. Questions sometimes arise regarding marriages, divorces, children born outside of marriage, adoptions, and other family relationships. In some cases, the court must resolve these issues before the estate can be distributed. As a result, administration proceedings can become contested even when no one disputes the facts surrounding the person’s death.
The administration process can also be affected when family members disagree about who should serve as administrator or who is entitled to inherit. These disputes may require the Surrogate’s Court to review family records, hear testimony, and determine the legal rights of the individuals involved.
Our experienced Staten Island probate lawyers represent administrators, heirs, beneficiaries, and other interested parties in estate administration proceedings, heirship disputes, and other matters involving estates where no will exists.
Surrogate’s Court regularly hears disputes involving wills, inheritance rights, fiduciaries, trusts, and estate property. These proceedings can arise before an estate is opened, during administration, or after distributions have been made. Some disagreements involve family relationships, while others focus on the conduct of a fiduciary, the validity of a will, or the ownership of specific assets.
Common examples of probate litigation include:
Probate litigation can significantly affect the administration of an estate and may require document discovery, witness testimony, expert opinions, and court hearings before the dispute can be resolved. Our experienced Staten Island probate lawyers represent clients in contested Surrogate’s Court proceedings involving a wide range of estate and trust issues.
No two estates follow exactly the same timeline. While some administrations proceed efficiently, others remain open for years because additional issues must be resolved before distributions can be made. The amount of time required often depends on the nature of the assets, the number of interested parties, and whether disputes arise during the process.
One of the most significant timing considerations involves creditor claims. Under New York law, creditors generally have seven months to present claims against an estate. See N.Y. Surr. Ct. Proc. Act § 1802. Because fiduciaries may face liability for improper distributions, many wait until that period has expired before making final distributions.
Factors that commonly extend the administration process include:
While no two estates follow the same timeline, proceedings involving litigation, complex assets, or unresolved family issues typically require more time than estates with clear assets, cooperative beneficiaries, and few outstanding obligations.
Executors and administrators are fiduciaries, meaning they are legally required to act in the best interests of the estate and the individuals who have an interest in it. Once appointed by the Surrogate’s Court, they assume responsibility for handling a wide range of financial, legal, and administrative matters on behalf of the estate.
Common responsibilities include:
Fiduciaries are held to a high standard of conduct and may be required to explain their actions through a formal accounting proceeding. Questions sometimes arise regarding how estate assets were managed, whether adequate records were maintained, or whether distributions were handled appropriately. In some situations, disputes arise even before fiduciary letters are issued. For example, in Matter of Barmapov, 2022 NY Slip Op 34438(U) (Sur. Ct. Richmond County Dec. 8, 2022), the Richmond County Surrogate’s Court declined to appoint the individual nominated in the will as preliminary executor and instead appointed the Richmond County Public Administrator because of concerns regarding family conflict and the administration of estate assets while the probate proceeding was pending.
The Surrogate’s Court has broad authority to address issues involving fiduciary eligibility, administration of estate property, and disputes concerning the conduct of executors and administrators. Our experienced Staten Island probate lawyers advise executors and administrators regarding their responsibilities and represent beneficiaries, heirs, and fiduciaries in disputes involving estate administration, accountings, fiduciary appointments, and other probate-related matters.
A. In some situations, yes. The Surrogate’s Court has the authority to remove an executor or administrator who fails to perform required duties, mismanages estate assets, has a conflict of interest that interferes with administration, or otherwise becomes unfit to serve. Whether removal is appropriate depends on the specific facts and circumstances of the case.
A. Beneficiaries are not required to agree with every decision made during the administration process. However, a beneficiary’s refusal to sign documents, provide information, or cooperate with reasonable requests may delay distributions and require additional court involvement to move the estate forward.
A. No. Probate is generally required only for probate property, which consists of assets owned solely by the deceased person that do not automatically pass to someone else upon death. Certain assets may pass outside of probate, including some jointly owned property, assets held in a trust, and accounts with valid beneficiary designations. Whether probate is necessary depends on the type and ownership of the property involved. n addition, some estates with probate assets valued at $50,000 or less may qualify for New York’s simplified small estate procedure, known as voluntary administration. See N.Y. Surr. Ct. Proc. Act § 1301.
Probate and estate administration can involve a wide range of legal and financial issues, including inheritance rights, fiduciary responsibilities, creditor claims, estate property disputes, and contested Surrogate’s Court proceedings. Whether you are serving as an executor, seeking appointment as an administrator, or trying to protect your interests as a beneficiary or heir, an experienced Staten Island probate lawyer can help you understand your rights and obligations under New York law.
At Stephen Bilkis & Associates, we represent executors, administrators, beneficiaries, heirs, trustees, and other interested parties in probate, estate administration, estate litigation, trust matters, and related Surrogate’s Court proceedings. The firm is led by Stephen Bilkis, who has been selected to Super Lawyers, recognized as a Top-Rated Lawyer by Justia, earned an Excellent rating from Avvo, and been listed among the best attorneys in New York by organizations such as Expertise.com and TopLawyer.com. We handle both routine probate matters and complex proceedings involving contested wills, fiduciary disputes, substantial assets, closely held businesses, and challenging family circumstances.
Contact us at 800.696.9529 to schedule a free, no obligation consultation regarding your case. In addition to serving clients throughout Staten Island, we represent individuals and families in Manhattan, Brooklyn, Queens, the Bronx, Nassau County, Suffolk County, Westchester County, and surrounding communities throughout the New York metropolitan area.