Trust & Estate Lawyer in Putnam County, NY
New York Trust & Estate Law
New York trust and estate law involves wills, probate, trusts, and estate administration under the NY Estates, Powers and Trusts Law (EPTL). The Surrogate’s Court handles probate proceedings, will contests, and estate administrations. New York has a separate estate tax with a $7.35 million exemption for 2026 and a “cliff effect” where estates exceeding 105% of the exemption are taxed on the entire value.
Last verified: March 2026 | Putnam County Supreme Court | NY Estates, Powers and Trusts Law
Official New York Resources
For the complete text of New York estate laws, visit the NY Estates, Powers and Trusts Law (official New York State Senate). For court procedures and forms, refer to the Putnam County Supreme Court website (official New York Courts).
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 inventory and accounting. Trust administration follows EPTL guidelines.
- File the original will and a petition for probate with the Putnam County Surrogate’s Court. Pay the filing fee based on estate value.
- The court issues letters testamentary to the executor, granting legal authority to administer the estate.
- Serve citations to all interested parties, including heirs and beneficiaries, as required by New York law.
- Prepare and file an inventory of all estate assets with the Surrogate’s Court within the required timeframe.
- Pay valid creditor claims and file federal and New York estate tax returns if the estate exceeds exemption thresholds.
- After court approval, distribute remaining assets to beneficiaries according to the will or intestacy laws.
New York Estate Tax & Penalties
In Putnam County, estate administration involves statutory executor commissions, potential will contest litigation, and New York estate tax rates of 3.06% to 16% on taxable estates exceeding the exemption.
| Issue | Classification | Timeline Impact | Financial Impact | Legal Consequences |
|---|---|---|---|---|
| Will Contest | Surrogate’s Court Proceeding | 12-24 months | Estate frozen during litigation | Potential invalidation of will |
| Breach of Fiduciary Duty | SCPA § 2307 violation | Varies by case | Surcharge, removal as executor | Personal liability |
| NY Estate Tax | Tax Law § 951 et seq. | Return due 9 months after death | 3.06%-16% on taxable estate | Penalties and interest for late filing |
| Probate Administration | Standard Procedure | 12-24 months | Executor commission: statutory rates | Court supervision required |
Results may vary. Each estate matter depends on specific facts and circumstances.
Firm Credentials
Law Offices Of SRIS, P.C. was founded in 1997 by former prosecutor Mr. Sris. The firm brings over 120 years of combined legal experience to trust and estate matters. Our tagline reflects our approach: “Global advocacy. Local precision.” We maintain a documented track record of favorable outcomes in estate planning and probate cases.
Case Results
Law Offices Of SRIS, P.C. has 4,739+ documented case results firm-wide across VA, MD, NJ, NY, and DC. Our experience includes estate planning, will drafting, probate administration, trust creation, and will contest litigation.
Results may vary. Prior results do not aim for a similar outcome.
Local Putnam County Service
Our New York location serves clients at Putnam County courts. We represent clients throughout Carmel, Brewster, Cold Spring, Mahopac, Putnam Valley, Kent, and Patterson. As a trust and estate lawyer near Putnam County, we provide accessible representation for estate matters.
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
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’ — if your 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 12-24 months in Putnam County Surrogate’s Court. Small estates under $50,000 can use an expedited affidavit process. Will contests and complex administrations may extend the timeline.
What are the executor commission rates in New York?
Executor commissions in New York follow statutory rates under SCPA § 2307. The commission is calculated as a percentage of the estate value: 5% on the first $100,000, 4% on the next $200,000, 3% on the next $700,000, and 2.5% on amounts over $1 million.
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 contests a will in Putnam County?
If someone contests a will in Putnam County, the estate is typically frozen during litigation. The Surrogate’s Court will hold hearings, and the contestant must prove grounds like lack of capacity, undue influence, or improper execution.
Related Legal Services
For more information about estate planning in New York, visit our New York Trust & Estate Lawyer hub page. We also serve nearby counties including Albany County and Broome County. In Putnam County, we handle related matters such as business law and civil litigation. Learn more about Mr. Sris’s background and experience.
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.