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Estate Planning Attorney NYC Inheritance Recovery Case



An estate planning attorney NYC team assisted siblings in recovering unpaid inheritance funds arising from a family settlement agreement. The dispute involved a written agreement concerning real property in New York and a failure to pay the full contracted amount after a sale. The matter required careful application of the New York Estates, Powers and Trusts Law and the New York Surrogate's Court Procedure Act. An estate planning attorney NYC can help protect beneficiaries when an inheritance agreement is breached.

Contents


1. NYC Estate Planning Attorney: Family Settlement Agreement Dispute


A NYC estate planning attorney frequently handles disputes involving post death property agreements. In New York, beneficiaries may enter into binding agreements concerning estate distribution under the Estates, Powers and Trusts Law.



Execution of Inheritance Distribution Agreement


The decedent passed away in New York, leaving a residential property. The surviving children agreed that the youngest sibling would take title to the property in exchange for a structured payment to the other heirs. The agreement satisfied the requirements of New York Estates, Powers and Trusts Law Section 13 2 1, which recognizes contracts concerning succession rights when properly executed. The agreement constituted a valid and enforceable contract under New York General Obligations Law Section 5 701.

 



Failure to Pay Agreed Amount after Property Sale


The sibling who received title later sold the property to a third party. The sale generated proceeds exceeding one million dollars. However, the sibling paid only a partial distribution and refused to remit the remaining balance. The non paying sibling claimed that market expenses justified withholding the remainder, but the written agreement did not authorize unilateral deductions.

 



2. NYC Estate Planning Attorney: Breach of Contract Action


A NYC estate planning attorney may initiate a civil action when a beneficiary fails to comply with a valid estate settlement agreement. New York law treats such agreements as binding contracts subject to enforcement in Supreme Court.



Legal Basis for Contract Enforcement


The plaintiffs commenced an action in New York Supreme Court asserting breach of contract. The claim relied upon New York General Obligations Law Section 5 701 and New York Civil Practice Law and Rules Article 30 governing pleadings and contract damages. The court reviewed the written agreement, the closing documents from the property transfer, and proof of partial payment. The evidence demonstrated that a definite payment obligation existed and that performance was incomplete.

 



Claim for Monetary Damages and Interest


The plaintiffs sought recovery of the unpaid principal plus statutory interest. Under New York Civil Practice Law and Rules Section 5001, a prevailing party in a contract action may recover interest from the date of breach. The court calculated interest from the date the property sale closed. The total judgment exceeded one hundred thousand dollars in unpaid principal and accumulated interest.

 



3. NYC Estate Planning Attorney: Court Determination


A NYC estate planning attorney understands that courts focus on written terms and objective intent. New York courts enforce family agreements when the language is clear and voluntary.



Court Analysis of Written Terms


The court determined that the agreement unambiguously required full payment upon sale of the property. The defendant failed to present credible evidence of fraud, duress, or mistake. Under New York contract principles, courts do not rewrite clear terms to relieve a party from a bad bargain. The court therefore found a material breach.

 



Judgment Award and Enforcement


The court entered judgment in favor of the plaintiffs for the unpaid inheritance amount plus statutory interest and costs. The plaintiffs obtained a money judgment enforceable under New York Civil Practice Law and Rules Article 52. The judgment allowed income execution, property restraint, and other lawful collection mechanisms. A NYC estate planning attorney can assist beneficiaries in pursuing enforcement when voluntary payment does not occur.

 



4. NYC Estate Planning Attorney: Inheritance Litigation Guidance


A NYC estate planning attorney can evaluate inheritance agreements before disputes escalate into litigation. Early legal review reduces the risk of ambiguity and future non payment.



Preventive Planning and Drafting Strategy


Clear drafting under the Estates, Powers and Trusts Law reduces exposure to later disputes. Attorneys ensure that payment triggers, deadlines, and remedies are expressly defined. Written agreements should specify interest obligations, default consequences, and venue selection. Proper execution under New York law strengthens enforceability.

 



Litigation and Recovery Support


When breach occurs, counsel can file a contract action, seek appropriate remedies, and pursue post judgment enforcement. Courts in New York regularly adjudicate disputes arising from estate distribution agreements. Beneficiaries who face withheld inheritance funds may obtain judicial relief through structured litigation. A NYC estate planning attorney can provide strategic representation tailored to complex family and property dynamics.

 


20 Feb, 2026


The information provided in this article is for general informational purposes only and does not constitute legal advice. Reading or relying on the contents of this article does not create an attorney-client relationship with our firm. For advice regarding your specific situation, please consult a qualified attorney licensed in your jurisdiction.
Certain informational content on this website may utilize technology-assisted drafting tools and is subject to attorney review.

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