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.

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

Arizona

Since 2007

New York

Since 1983

• Free Consultation
• Credit Cards Accepted

Estate Planning

Guardianship & Conservatorship Estate Administration, 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

Q. can an executor of a trust be removed if he has failed to inform the beneficiary when it became irrevocable 2 1/2 yrs

June 17, 2022

A: When a person has a trust, it becomes irrevocable upon their death. The successor trustee of has a fiduciary and legal obligation to report to the beneficiaries of a trust. At a minimum, assuming you are a beneficiary, you should have been provided with, at a minimum, a copy of the relevant sections of the trust and at the one year mark been provided with a trustee's report. The fact that there has been no communication for three years suggests either that something is wrong or that you are not actually a beneficiary. Either way, if you have not received any information, my suggestion is that you seek the assistance of an attorney who is familiar with trust administration and have them contact your uncle on your behalf.

Q. A decedent passed in September 2021. Their life partner is not allowing and desendants on the property for willed items.

May 16, 2022

A: Unfortunately this happens too often. The life partner probably feels some entitlement and does not want to deal with the fact that she (or he) has no legal right to your father's property. It is concerning that this has been allowed to linger since September, but I your recommend drafting a letter (not an email) to the partner asking for communication and an opportunity to work things out if possible. It is almost always better to start out that way. If you get no response or no satisfactory response, then your next step is consultation with a probate attorney who can draft a stronger letter prior to instituting any expensive legal proceedings.

Q. I filed TOD deed, but now want to transfer the property into my trust. Does quitclaiming into the trust cancel the TOD?

March 18, 2022

A: The proper way to do this is to record a revocation of the beneficiary deed and then record a deed from you to the trust. Quitclaim deeds are an invitation to potential disasters.