New York elder law and estate planning firm working from twelve offices — Albany, five on Long Island, three in the Mid-Hudson Valley, New City and White Plains, and Staten Island. Guides executors and families through probate and estate administration, and handles trusts built to keep an estate out of Surrogate's Court, Medicaid asset protection, Medicaid applications and estate tax savings. Nine lawyers and seventeen paralegals and support staff, practicing since 1991; consultations are no-cost, virtual or in person, and the firm takes uncontested probate only.
Riverhead is in Suffolk County.
More Trust Administration Firms in Suffolk County
Smithtown elder law firm helping seniors and their families across Suffolk and Nassau counties, including Hauppauge, Nesconset, Lake Grove and Centereach. Michael C. McCarthy concentrates in probate, estate administration and guardianship, and Michele D. Morley in trust administration and asset protection, alongside the firm's core work qualifying seniors and the disabled for Medicaid-paid care at home and in nursing homes.
Garden City practice with by-appointment offices in Hauppauge and Harrison, covering probate and trust administration for Nassau, Suffolk, and Westchester families. Walks executors and trustees through appointment, managing assets, paying debts, and distributing property, including the case where assets were never funded into the trust and must go through probate separately. Also handles Medicaid and nursing-home planning, special-needs and blended-family planning, and IRA and retirement planning. Anthony Moccia began as a law clerk at the firm and took ownership in May of 2021.
Capital Region trusts and estates practice in Latham, with offices in New York City, Garden City, Hudson and Lake Placid and more than 280 years of combined attorney experience. Handles estate and trust administration, probate, estate and trust litigation, guardianship under Article 81 and 17-A, Medicaid and special needs planning, and tax planning.
Probate in Suffolk County
Probate Court Record
Suffolk County Surrogate's Court
Suffolk County · 10th Judicial District
Phone
Hours
Monday-Friday 9:00 AM-5:00 PM
Office
320 Center Drive, Riverhead, NY 11901
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Suffolk County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Suffolk County? →Settling an estate in Suffolk County →
Forms for Planning and Settling an Estate in New York
Free New York forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for New York.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Free
Pour-Over Will
In New York, a pour-over will is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Tools for Planning and Settling an Estate in New York
Free calculators and checklists to plan or settle an estate in New York: will and trust costs, probate, executor pay and taxes. Run each tool for New York.
How Do I Settle a Trust?
Settling a trust in New York happens outside court: the trustee acts under the state's trust statuteN.Y. EPTL Article 7Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
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What's Fair Trustee Compensation?
In New York, trustee compensation follows a statutory fee scheduleNY SCPA § 2309; NY SCPA § 2312 (corporate trustees); NY SCPA § 2313 (multiple trustees)Verified Sep 18, 2026View source unless the trust instrument sets a different amount. The schedule is an annual commission on principal.
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How Do I Settle an Estate?
Settling an estate in New York: the personal representative files the estate inventory within 270 days22 NYCRR 207.20Verified Sep 15, 2026View source of appointment; creditors have 7 monthsSCPA 1802, 1803, 1810, 1811; EPTL 11-1.5Verified Oct 19, 2026View source to present claims; a simple estate closes in 7 months to 9 months.
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Do I Have to File Tax Returns for Someone Who Died?
New York requires a final state income tax return for the decedent alongside the federal Form 1040N.Y. Tax Law § 601(c) cl. (vii); Chapter 59, Laws of 2025 (Part B)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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How Does Step-Up in Basis Work?
Inherited assets in New York take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesNY Tax Law Article 22 § 601(a)–(c) — rate schedules; § 601(c) covers "resident unmarried individuals, resident married individuals filing separate returns and resident estates and trusts"Verified Sep 15, 2026View source.
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