Gregory Christopher Poulos

Greg counsels clients on the best strategies for accomplishing their estate planning and business goals. Greg starts by “Putting His Clients at Legal Ease” so that they understand the legal issues and risks they face. He does this so his client understand their circumstances and can make better informed choices to protect their assets and their loved ones. With 30 years experience, Greg has counseled hundreds of clients, guiding them through their legal and business issues.

Estate Planning

Guardianship & Conservatorship, Health Care Directives, Trusts, Wills

Probate

Probate Administration, Probate Litigation, Will Contests

Business Law

Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes

Elder Law

• Free Consultation
• Credit Cards Accepted

Arizona

Since 2007

New York

Since 1983

New York University

B.A. | Economics; Philosophy

New York University

MBA | Accounting

Brooklyn Law School

J.D. | Law

New York State Bar  # 1909290

Member

1983 - Current

Q. Can a PR (who is also a beneficiary) withhold inheritance until beneficiary sign a waiver/release/contract?

20 July 2020

A: I agree with my colleagues that this is pretty normal. What is missing from your question however is whether or not you have been provided with any information about the estate. If you have been provided any kind of accounting of what the estate consisted of, what the expenses were and what the final distribution would look like unless you are not satisfied with that, there is no reason not to sign. However, if you have not been provided any or sufficient information to make a good decision, you should request it and not sign until comfortable that the estate has been handled properly.

Q. What are my rights on firing my current lawyer in the middle of a probate case

15 July 2020

A: I would only add to Peter Westby's answer, which I agree with, that you should be aware that you or more likely the estate might be liable for the attorneys legal fees up to the point of termination. Your engagement agreement might control that.

Q. As successor trustee of my mother's revocable trust, am I required to transfer title of her property?

8 June 2020

A: There is a piece of information that may missing from your question. That is, whether the property was in the name of the trust or her name only. The answer to that question will help guide your question about which direction you have to go. If the house is in fact in the trust which your question seems to imply then you have to administer the trust and do not have the option of probate as least based on the information you provide. More importantly, you cannot avoid the creditors claims and will have to notify them about the death. While you may be able to negotiate with them, if you ignore them you face potential liability if you do not act properly as a trustee. You really should discuss this with counsel before moving forward.