Dean Roberts and Abbey Horwitz to Present on Estate Planning and Trust Ownership for Co-op Shareholders

Posted on January 6th, 2020

Dean M. Roberts and Abbey M. Horwitz, Members of law firm Norris McLaughlin, P.A., will speak to the shareholders of Morningside Heights Housing Corporation. The presentation will take place Saturday, January 11, 2:00 – 3:30 p.m., and again on Thursday, January 16, 7:00 – 8:30 p.m., in New York City.

About the Presentation

Topics to be discussed include how estates are handled in the state of New York, what shareholders can do to create a more seamless process to protect their assets, and the forms and uses of trusts available to the shareholders of Morningside Gardens. Throughout the presentation, Roberts and Horwitz will answer questions from attendees.

“Often, co-op shareholders forget the importance of including the cooperatives when thinking about their estate planning and trust administration, so I feel it is crucial to let them know that they have options and we’re here to help,” said Roberts. Horwitz added, “Estate planning and trust administration is much more complex than just making a will. It is essential to make people aware of what services are available to them.”

About the Presenters

Dean Roberts

Roberts focuses on real estate litigation with a sub-specialty in the representation of cooperative housing corporations and condominiums. He has handled all facets of condominium and cooperative ownership from sponsor/purchase and conversion to representing well-established tenant-shareholder Boards of Directors. Roberts also represents cooperative corporations and moderate-income co-ops in all areas of litigation, including landlord/tenant litigation.

Through his involvement with the Coordinating Council of Cooperatives, Roberts is active in court reform efforts and the cooperative movement. In his community, he works to promote affordable housing as a director of the Cooperative Development Fund Board of Advisors and other housing programs.

Roberts earned his J.D. from Rutgers School of Law – Newark in 1987 and his B.A. from Rutgers, The State University of New Jersey, Rutgers College, in 1982.

Abbey Horwitz

Horwitz practices primarily in the area of estate planning and administration.  She is experienced in preparing wills, revocable and irrevocable trusts, durable powers of attorney, advance directives for health care, and other estate planning documents.  She is also experienced in administering estates and trusts, including counseling executors and trustees; preparing estate, trust, and guardianship pleadings; preparing estate and trust accountings; preparing estate tax returns; handling estate tax audits; and preparing releases and waivers for distributions from estates and trusts.

In addition, Horwitz has experience preparing corporate and LLC filings, including certificates of incorporation, articles of organization, bylaws, operating agreements, and IRC 501(c)(3) filings.

Horwitz earned her LL.M. in Taxation from Villanova University in 2018; her J.D. from New York Law School in 2006; and her B.A. from Washington University in St. Louis in 2000.