Executor May Advance Distributions to Beneficiary

Adler & Adler, PLLC Team

An executor may voluntarily make an advance distribution to a beneficiary in need. If an executor refuses to help a beneficiary who has demonstrated need, the law provides a process whereby a petition can be filed with the Surrogates Court to order an executor to make an advance distribution to a beneficary in need.

The beneficiary / petitioner must demonstrate that the distribution is required for his education or support for him and his family. Thus, the law recognizes the importance of estate beneficiaries maintaining financial stability during a long period of estate settlement.

New York Trusts and Estates Attorney Robert Adler has helped many clients resolve issues relating to probate and estate administration matters in Manahtten, Queens, Brooklyn, the Bronx, Nassau County, Suffolk County, Westchester County, Rockland County and Orange County. If you have any questions regarding these matters, please contact Attorney Robert Adler at (212) 843-4059 or (646) 946=8327.

Client Reviews

Hire Robert Adler only if you want the best care imaginable. Adler was extremely diligent in uncovering our needs through caring and insightful conversation. He used those conversations to creatively craft and...


After interviewing 10+ attorneys, I was glad to find Mr. Adler. He is one of the few who cares and is willing to help client with his best. His in depth knowledge and prompt responses made me fortunate to have...


Robert has a way of making extremely sophisticated techniques understandable to his clients. He is a lovely man who is an absolute pleasure to do business with. I wholeheartedly give him my endorsement and...


Get in Touch

  1. 1 Personal Attention to Every Case
  2. 2 30 Plus Years of Experience
  3. 3 Free Initial Telephone Consultation
Fill out the contact form or call us at 212-843-4059 or 646-946-8327 to schedule your consultation.

Leave Us a Message