AV Preeminent Peer Rated Attorneys
Mattituck Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
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AV Preeminent Peer Rated Attorneys
Mattituck Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Mattituck Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).

Esseks, Hefter, Angel, Di Talia & Pasca, LLP

4.8
68 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 13 lawyers2 awards

  • Serving Eastern Long Island and Suffolk County Since 1965.General practice includes litigation & appeals, real estate, zoning/land use, estate & business planning, estate... Read More

  • Estate Planning LawyersGeneral Civil Practice, Civil Litigation, and 67 more

Carmela M. Di Talia
Estate Planning Lawyer
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The Law Office of Stephen J. Silverberg, PC

4.7
5 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 2 lawyers1 award

  • Stephen J. Silverberg is nationally recognized as a leader in the areas of estate planning, estate administration, asset preservation planning and elder law.

  • Estate Planning LawyersEstate Administration, Asset Preservation Planning, and 4 more

  • Free Consultation

  • Offers Video

Stephen Silverberg
Estate Planning Lawyer
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Cona Elder Law LLC

4.8
21 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 10 lawyers2 awards

  • Serving the legal needs of New York seniors since 1998, Cona Elder Law PLLC is recognized for its innovative strategies and unparalleled legal service. Our practice areas include... Read More

  • Estate Planning LawyersElder Law, Medicaid Planning, and 34 more

  • Free Consultation

  • Offers Video

Melissa Negrin-Wiener
Estate Planning Lawyer
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Law Offices of Robin Burner Daleo, PLLC

5.0
30 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 1 lawyer2 awards

  • As one ages, there are many important decisions that must be made. The Law Offices of Robin Burner Daleo, PLLC are able to help facilitate these conversations and decisions,... Read More

  • Estate Planning LawyersElder Law, Probate, and 8 more

Robin Daleo
Estate Planning Lawyer
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Falcone Law Firm, PLLC

5.0
14 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 3 lawyers2 awards

  • Helping families and individuals throughout Long Island to protect their assets and navigate their future

  • Estate Planning LawyersElder Law, Estate Administration, and 37 more

  • Free Consultation

Patricia A. Craig
Estate Planning Lawyer
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Auerbach Law Group, P.C.

1.0
1 Review

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 1 lawyer

  • Our mission is to help our clients prevent legal problems and plan for the future.

  • Estate Planning LawyersBusiness Dissolution, Criminal & Civil Tax Litigation, and 10 more

Lee David Auerbach
Estate Planning Lawyer
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Silberman Zaretsky PC

5.0
1 Review

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 6 lawyers1 award

  • Silberman Zaretsky PC was founded in 1996 by John Silberman, who had been a partner at Paul, Weiss, Rifkind, Wharton & Garrison since 1985. Donn Zaretsky joined him from Paul... Read More

  • Estate Planning LawyersArt Law, Entertainment Law, and 4 more

Martha Gray Billman
Estate Planning Lawyer
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Law Office of Steven Riker

5.0
45 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 1 lawyer2 awards

  • This firm maintains a general commercial practice, with an emphasis on commercial and business litigation, real estate transactions, contract negotiation, corporate formation, and... Read More

  • Estate Planning LawyersLitigation, Real Estate, and 31 more

Steven M. Riker Esq.
Estate Planning Lawyer
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White, Cirrito & Nally, LLP

4.6
22 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 4 lawyers2 awards

  • 30 years of servicing clients in the New York Metropolitan Area

  • Estate Planning LawyersPersonal Injury, Family Law, and 6 more

Mary Cirrito
Partner
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Feldman, Kramer & Monaco, P.C.

4.1
78 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 73 lawyers2 awards

  • Welcome to the Feldman, Kramer & Monaco, P.C. law firm. For the past 25 years we have been committed to satisfying the needs of our clients. We are TOUGH but CARING; HONEST but... Read More

  • Estate Planning LawyersCivil Law, Criminal Litigation, and 9 more

Sean Lenihan
Estate Planning Lawyer
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Law Office of Steven A. Kass, P.C.

4.9
12 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 1 lawyer2 awards

  • Concentrating in Elder Law, Estate Planning, Medicaid Planning and Special/Supplemental Needs Planning.

  • Estate Planning LawyersElder Law, Special Needs, and 10 more

Steven Kass
Estate Planning Lawyer
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Germano & Cahill, P.C.

5.0
2 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 6 lawyers2 awards

  • Responsive Service. Unparalleled Expertise

  • Estate Planning LawyersReal Estate, Zoning Law, and 14 more

Alyssa Solarsh-Sinatra
Estate Planning Lawyer
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Long Tuminello, LLP

4.2
44 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 11 lawyers2 awards

  • Providing superior legal services to the Long Island community for nearly forty years.

  • Estate Planning LawyersCivil Litigation, Criminal Law, and 14 more

Barry Tuminello
Estate Planning Lawyer
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Falcon Rappaport & Berkman LLP

5.0
21 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 58 lawyers4 awards

  • We are an entrepreneurial law firm that tackles tough questions head-on. We are built by business owners, for business owners. Bold, practical solutions from 80+ attorneys across... Read More

  • Estate Planning LawyersAdministrative Law, Artificial Intelligence, and 20 more

Penny Kassel
Estate Planning Lawyer
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Schwartz, Fang & Keating, P.C.

5.0
72 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 4 lawyers2 awards

  • TRUSTED LEGAL ADVISORS - DURING AND AFTER YOUR LIFETIME.

  • Estate Planning LawyersEstate Administration, Probate, and 16 more

Stephanie M. Reilly Keating Esq., CPA
Estate Planning Lawyer
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The Magnozzi Law Firm, P.C.

4.6
3 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 2 lawyers2 awards

  • Commercial Litigation, Bankruptcy/Creditors' Rights, Secured Transaction and Real Estate. We go wherever your need takes us. We focus on our clients needs. Agility and... Read More

  • Estate Planning LawyersCommercial Litigation, Appeals, and 23 more

Christopher C. Botta
Estate Planning Lawyer
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Tully Law Group, PC

5.0
18 Reviews

  • Serving Mattituck, NY and Suffolk County, New York

  • Law Firm with 1 lawyer2 awards

  • A law firm practicing estate planning law.

  • Estate Planning LawyersElder Law

Brian Andrew Tully Esq.
Estate Planning Lawyer
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Goggins and Palumbo

  • 13235 Main Road, Mattituck, NY 11952

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Additional Resources

Looking for Estate Planning Lawyers in Mattituck?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
86 %

217 Client Reviews

PEER REVIEWS
4.9

191 Peer Reviews

User Resources

Lawyer Resources

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

How do I get money from my mother's account if I am the beneficiary?

default-avatar
Answered by attorney Darin Christensen (Unclaimed Profile)
Estate Planning lawyer at Bullivant Houser Bailey PC
Get a copy of her death certificate to the company with the account and fill out their paperwork. This assumes you are a named pay on death beneficiary. If not, you will have to do a probate, small estate affidavit, or company specific affidavit depending on the value of all her assets.
Get a copy of her death certificate to the company with the account and fill out their paperwork. This assumes you are a named pay on death beneficiary. If not, you will have to do a probate, small estate affidavit, or company specific affidavit depending on the value of all her assets.
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Uncle's Estate

Lee David Auerbach
Answered by attorney Lee David Auerbach
Estate Planning lawyer at Auerbach Law Group, P.C.
The short answer is that a fresh set of eyes may be a good thing.  There are many ways to deal with the on going commission income, but more facts would be needed. Partial on going distributions are the preferred method of addressing the problem.  Lee David Auerbach Auerbach Law Group, P.C.
The short answer is that a fresh set of eyes may be a good thing.  There are many ways to deal with the on going commission income, but more facts would be needed. Partial on going distributions are the preferred method of addressing the problem.  Lee David Auerbach Auerbach Law Group, P.C.
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Hi, can i claim my deceased grandfathers funds even though my dad is alive?

Damien Matthew Bosco
Answered by attorney Damien Matthew Bosco (Unclaimed Profile)
Estate Planning lawyer at Damien Bosco, P.C.
Hello. My name is Damien. I am an attorney in New York City practicing in the New York City metropolitan area. It could be possible for you to inherit the funds if you are the successor beneficiary on the account if your father is the designated beneficiary. He could disclaim the funds and then the funds would go to you.  If you are not listed as a successor beneficiary, he can still disclaim the funds. The funds would go into your grandfather's estate. Generally, an heir or beneficiary of an estate can disclaim or renounce a bequest if the beneficiary or heir never has never taken receipt of the money. If your Father is the named beneficiary on the bank account, then possibly the bank could inform him of what the bank needs from him to disclaim the funds. If he is not the designated beneficiary or you are not the successor beneficiary of the account, then your Father or another heir would have to become the fiduciary of the estate wherein your Father would have to renounce his property interest and that money would then be distributed to the heirs of your grandfather other than your Father. If you are the only heir (meaning your grandfather had no other living children at the time of his death), then the money could go to you. If you need any assistance, a New York Trusts & Estates Attorney may be able to help you. If you wish to speak on the phone about it, you can call me at (646) 452-7082 or email me at DamienBoscoEsq@gmail.com
Hello. My name is Damien. I am an attorney in New York City practicing in the New York City metropolitan area. It could be possible for you to inherit the funds if you are the successor beneficiary on the account if your father is the designated beneficiary. He could disclaim the funds and then the funds would go to you.  If you are not listed as a successor beneficiary, he can still disclaim the funds. The funds would go into your grandfather's estate. Generally, an heir or beneficiary of an estate can disclaim or renounce a bequest if the beneficiary or heir never has never taken receipt of the money. If your Father is the named beneficiary on the bank account, then possibly the bank could inform him of what the bank needs from him to disclaim the funds. If he is not the designated beneficiary or you are not the successor beneficiary of the account, then your Father or another heir would have to become the fiduciary of the estate wherein your Father would have to renounce his property interest and that money would then be distributed to the heirs of your grandfather other than your Father. If you are the only heir (meaning your grandfather had no other living children at the time of his death), then the money could go to you. If you need any assistance, a New York Trusts & Estates Attorney may be able to help you. If you wish to speak on the phone about it, you can call me at (646) 452-7082 or email me at DamienBoscoEsq@gmail.com
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