Trust & Estate Lawyer in Putnam County, NY
Law Offices Of SRIS, P.C. provides experienced trust and estate representation in Putnam County, New York, handling wills, probate, and estate tax matters under NY Estates, Powers and Trusts Law (EPTL). Our firm, founded in 1997 by former prosecutor Mr. Sris, has 4,739+ firm-wide case results across multiple states. We serve Carmel, Brewster, and surrounding communities with 24/7 availability.
New York Trust & Estate Law
New York trust and estate law is governed primarily by the Estates, Powers and Trusts Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA). These statutes outline the procedures for probate, estate administration, fiduciary duties, and the state’s unique estate tax system, which includes a “cliff” effect for estates exceeding the exemption threshold.
Last verified: March 2026 | Putnam County Supreme Court | New York State Legislature 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 a formal 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 appoints the named executor or, if no will, an administrator. The court issues letters testamentary or letters of administration granting authority.
- Issue citations to all interested parties (heirs, beneficiaries, creditors) as required by New York Surrogate’s Court Procedure Act (SCPA).
- Prepare an inventory of estate assets. Manage, protect, and if necessary, liquidate assets to pay debts, expenses, and taxes.
- File federal and New York estate tax returns if required. Prepare a final accounting for the court showing all receipts and disbursements.
- After court approval of the accounting, distribute remaining assets to the beneficiaries according to the will or intestacy laws.
Penalties and Consequences
In Putnam County, trust and estate matters involve significant financial consequences: will contests can freeze an estate, breach of fiduciary duty can lead to removal and surcharge, and NY estate tax applies a 3.06-16% rate with a “cliff” for estates exceeding 105% of the $7.35M exemption.
| Issue | Classification | Financial Impact | Court Process |
|---|---|---|---|
| Will Contest | Surrogate’s Court Proceeding | Estate frozen; legal fees | 12-24 months |
| Breach of Fiduciary Duty | SCPA § 711 proceeding | Surcharge; removal; personal liability | Varies |
| NY Estate Tax | Tax Law § 951 et seq. | 3.06%-16% on taxable estate | Return due 9 months after death |
| Probate Delay | Administrative | Executor commission: statutory (SCPA § 2307) | 12-24 months typical |
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 by former prosecutor Mr. Sris. The firm brings over 120 years of combined attorney experience to trust and estate matters. Our approach is case-specific, focusing on the precise details of New York’s EPTL and tax laws.
Global advocacy. Local precision.
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.
How long does probate take in Putnam County Surrogate’s Court?
Probate typically takes 12-24 months in Putnam County Surrogate’s Court. The timeline depends on estate complexity, creditor claims, and whether any will contests or disputes arise among beneficiaries.
What happens if someone dies without a will in New York?
They die intestate. New York’s intestacy laws (EPTL § 4-1.1) determine asset distribution, typically to the surviving spouse and children. The Surrogate’s Court appoints an administrator, and the process often takes longer than probate with a will.
Can an executor be removed in New York?
Yes. Under SCPA § 711, an executor can be removed for breach of fiduciary duty, waste of assets, incapacity, or conflict of interest. The Surrogate’s Court can order removal and surcharge the executor for financial losses.
What is the deadline to file a New York estate tax return?
The NY estate tax return (Form ET-706) is due 9 months after the date of death. Extensions are available, but interest accrues on any unpaid tax from the original due date.
Case Experience
Law Offices Of SRIS, P.C. has 4,739+ firm-wide case results across Virginia, Maryland, New Jersey, New York, and Washington DC, with a favorable outcome rate of 93%+.
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 are accessible via I-87 (NYS Thruway), I-84, and the Taconic State Parkway.
Trust & Estate lawyer near Putnam County serving 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.
Related Legal Services
Last verified: March 2026. Information current as of February 2026. Laws change — contact Law Offices Of SRIS, P.C. at (888) 437-7747 for current guidance.