Trust & Estate Lawyer in Putnam County, NY
New York Trust & Estate Law
New York trust and estate matters are governed primarily by the Estates, Powers and Trusts Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA). These statutes establish the legal framework for wills, trusts, probate administration, fiduciary duties, and estate taxation in Putnam County.
Last verified: March 2026 | Putnam County Supreme Court | New York State Legislature
Official New York Estate Law Resources
For the complete text of New York estate laws, consult these official government resources:
Putnam County Estate Procedures
In Putnam County, wills are probated through the Surrogate’s Court. The court appoints an executor or administrator, issues citation to interested parties, and requires inventory and accounting. Trust administration follows EPTL provisions.
- File the will and petition for probate with the Putnam County Surrogate’s Court.
- Obtain letters testamentary (with will) or letters of administration (without will).
- Notify creditors and interested parties as required by SCPA.
- Inventory estate assets and pay valid debts and expenses.
- File required tax returns and distribute assets to beneficiaries.
New York Estate Tax and Penalties
In Putnam County, estate administration involves statutory executor commissions, potential estate taxes up to 16%, and fiduciary liability for breaches of duty.
| Matter | Classification | Timeline | Fees/Commissions | Tax Implications |
|---|---|---|---|---|
| Probate Administration | Judicial Proceeding | 12-24 months | Statutory executor fees (SCPA § 2307) | NY estate tax if >$7.35M |
| Small Estate Affidavit | Expedited Process | Expedited | Reduced fees | Same tax thresholds |
| Will Contest | Estate Litigation | 12-24 months | Court costs + legal fees | Estate frozen during contest |
| Trust Administration | Non-Judicial | Varies | Trustee fees | Income tax on trust earnings |
Results may vary. Each estate matter has unique factors affecting timeline and outcome.
Our Estate Planning Experience
Law Offices Of SRIS, P.C. was founded in 1997 by former prosecutor Mr. Sris. With over 120 years of combined attorney experience and 4,739+ documented case results firm-wide across VA, MD, NJ, NY, and DC, we bring substantial experience to Putnam County estate matters. Our firm maintains a 93%+ favorable outcome rate in handled cases.
Case Results
Law Offices Of SRIS, P.C. has 4,739+ documented case results firm-wide across VA, MD, NJ, NY, and DC with a 93%+ favorable outcome rate in handled cases.
Results may vary. Prior results do not aim for a similar outcome.
Putnam County Estate Lawyer Near You
Our New York location serves clients at Putnam County courts. We represent clients throughout Carmel, Brewster, Cold Spring, Mahopac, Putnam Valley, Kent, and Patterson. Contact us for 24/7 phone consultations at (888) 437-7747. Meetings are by appointment only.
Law Offices Of SRIS, P.C.
New York Location — Buffalo/NY area
Phone: (888) 437-7747 | Local: (703) 636-5417
By appointment only
Frequently Asked Questions
What is the New York estate tax exemption for 2026?
The New York estate tax exemption is $7.35 million for 2026. However, New York has a ‘cliff effect’ where estates exceeding 105% of the exemption are taxed on the entire estate value, not just the excess amount.
How long does probate take in Putnam County Surrogate’s Court?
Probate typically takes 12-24 months in Putnam County Surrogate’s Court. For small estates under $50,000, an expedited small estate affidavit process is available which can be significantly faster.
What are the executor commission rates in New York?
Executor commissions in New York are statutory under SCPA § 2307. The rates are graduated based on estate value, starting at 5% on the first $100,000 and decreasing percentages on larger amounts.
When is a New York estate tax return due?
A New York estate tax return is due 9 months after the date of death. Extensions may be available, but interest accrues on any unpaid tax from the original due date.
What happens during a will contest in Putnam County?
During a will contest, the estate is typically frozen while the Surrogate’s Court examines the will’s validity. The process involves citation to interested parties, discovery, and can take 12-24 months to resolve.
Related Legal Resources
New York Trust & Estate Lawyer | Albany County Estate Lawyer | Putnam County Business Lawyer | Mr. Sris Attorney Profile
Last verified: March 2026. Information current as of March 2026. Laws change — contact Law Offices Of SRIS, P.C. at (888) 437-7747 for current guidance.