Trust & Estate Lawyer in Putnam County, NY
Law Offices Of SRIS, P.C. provides experienced trust and estate representation in Putnam County, New York. Estate matters in Putnam County are governed by NY Estates, Powers and Trusts Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA). The firm has handled estate planning, probate, and fiduciary litigation matters across New York. Call (888) 437-7747 for a consultation by appointment.
New York Trust & Estate Law
New York trust and estate law involves the creation of wills and trusts, the administration of estates after death (probate), and litigation over these matters. The primary statutes are the NY Estates, Powers and Trusts Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA). Law Offices Of SRIS, P.C., founded in 1997 by former prosecutor Mr. Sris, applies this legal framework for clients in Putnam County.
Last verified: March 2026 | Verify with lead attorney | NY Senate EPTL
Official Legal Resources
Putnam County Estate Procedures
Wills are probated through the Putnam County Surrogate’s Court. The court appoints an executor or administrator, issues citations to interested parties, and requires an inventory and accounting from the fiduciary. Trust administration follows the terms of the trust instrument and EPTL provisions.
- File the will and petition: File the original will and a petition for probate with the Putnam County Surrogate’s Court. Pay the required filing fee based on estate value.
- Obtain appointment and citation: The court appoints the executor or administrator. A citation is issued to all interested parties, providing notice of the proceedings.
- Prepare inventory and accounting: The fiduciary must prepare and file an inventory of estate assets. Regular accountings are required to report all transactions to the court and beneficiaries.
- Address tax obligations: File federal and New York estate tax returns if applicable. The NY return (Form ET-706) is due 9 months after death. Pay any taxes owed.
- Distribute assets and close estate: After paying debts, taxes, and expenses, distribute remaining assets to beneficiaries per the will or intestacy laws. Obtain a judicial decree to formally close the estate.
Estate Tax and Fiduciary Penalties
In Putnam County, estate administration carries specific tax implications and fiduciary standards under New York law.
| Matter | Classification / Standard | Tax / Commission | Timeline Impact |
|---|---|---|---|
| NY Estate Tax | Tax Law § 951 et seq. | 3.06% – 16% on taxable estate over $7.35M (2026) | Return due 9 months after death |
| Executor Commission | SCPA § 2307 | Statutory sliding scale (2% – 5% of assets) | Paid upon court approval of accounting |
| Breach of Fiduciary Duty | EPTL / SCPA | Surcharge, removal, attorney’s fees | Will contest: 12-24 months |
Results may vary. Each estate matter depends on unique facts, asset types, and family circumstances.
Firm Credentials
Law Offices Of SRIS, P.C. was founded in 1997. The firm brings over 120 years of combined attorney experience to complex estate matters. Our approach is guided by the principle of global advocacy with local precision for clients in Putnam County and the Hudson Valley.
Frequently Asked Questions
What is the New York estate tax exemption for 2026?
The NY estate tax exemption is $7.35 million for 2026. However, New York has a ‘cliff’ effect: if the taxable estate exceeds 105% of the exemption, the entire estate is taxed, not just the excess amount.
How long does probate take in Putnam County Surrogate’s Court?
Probate typically takes 12 to 24 months in Putnam County. A small estate affidavit can expedite the process for estates valued under $50,000. Will contests can extend the timeline.
What are the executor commission rates in New York?
Executor commissions in New York are statutory under SCPA § 2307. The rate is calculated on a sliding scale based on the estate value, typically ranging from 2% to 5% of the assets administered.
When is the New York estate tax return due?
The New York estate tax return (Form ET-706) 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 if someone breaches fiduciary duty as an executor?
A breach of fiduciary duty can lead to surcharge (personal financial liability), removal as executor, and potential attorney’s fees. The Surrogate’s Court oversees these proceedings to protect beneficiaries’ interests.
Case Experience
Law Offices Of SRIS, P.C. has 4,739+ documented case results firm-wide across VA, MD, NJ, NY, and DC, with a favorable outcome rate of 93%+.
Results may vary. Prior results do not aim for a similar outcome.
Local Putnam County Representation
Our New York location serves clients at Putnam County courts. We are a trust and estate lawyer near Carmel, Brewster, and Mahopac. We serve the communities of Carmel, Brewster, Cold Spring, Mahopac, Putnam Valley, Kent, and Patterson.
24/7 phone consultations — (888) 437-7747 — meetings by appointment only.
Law Offices Of SRIS, P.C.
New York Location — Buffalo/NY area
By appointment only
Phone: (888) 437-7747 | Local: (703) 636-5417
Related Legal Services
Last verified: March 2026. Information current as of verification date. Laws change — contact Law Offices Of SRIS, P.C. at (888) 437-7747 for current guidance.