First Admitted: 2011, New York

Professional Webpage: https://www.bohmlawfirm.com/aboutprobateattorneybohm

Bar/Professional Activity:

Chair, Introduction to the Surrogate's Court CLE Subcommittee, Trusts, Estates & Surrogates Courts Committee, New York City Bar Association. 2024-2025. , 2024
Co-chair, Subcommittee Addressing Legislative Proposal to Amend the New York Surrogate’s Court Procedure Act Sections 307 to 309; Trusts, Estates & Surrogates Courts Committee; New York City Bar Association. Co-authored Report in support of proposed amendments to: 1. Subdivisions 1, 2 and 3 of Section 307 of the New York Surrogate's Court Procedure Act (SCPA); 2. Paragraph (a) of subdivision 1 of SCPA 308; and 3. Paragraphs (a), (e) and (f) of subdivision 2 of SCPA 309., 2025
Trusts, Estates & Surrogates Courts Committee, New York City Bar Association, 2023-2025, 2025
Cardozo Alumni Association, 2011-2025, 2011
Chair, Benjamin N. Cardozo School of Law Alumni Association Tax Committee, 2013-2020, 2013
NYU Law Alumni Association, 2012-2025, 2012
New York City Bar Association, 2011-2025, 2025

Verdicts/Settlements (Case Results):

During contested Limited Administration proceeding, I persuaded court that decedent's son should be appointed as Limited Administrator over objections from all three (3) of his siblings and their big law firm attorneys. , 2024
In 2022, I oversaw a complicated real estate transaction and successfully closed it. Decedent passed away in March, 2020, from Covid, his surviving wife also passed away a few hours later from Covid. Decedent had one (1) biological daughter, while his wife’s next-of-kin was a brother and an estranged sister that could not be located. Under the new N.Y.E.P.T. 2-1.6, “an individual who is not established by clear and convincing evidence to have survived the other individual by one hundred twenty hours is deemed to have predeceased the other individual[.]” Accordingly, Decedent’s only child was entitled to inherit 100% of Decedent’s house, which passed to her by operation of New York law upon Decedent’s passing. Unfortunately, buyer’s big title company’s senior counsel refused to insure this sale by arguing that case law interpreting the old version of the statute should control; they demanded two (2) estate proceedings be instituted. I managed to persuade a different reputable title company’s senior counsel to insure the only child’s 100% title, and, pursuant to a contract provision I drafted, I compelled the buyer to use this alternate title company and close the transaction., 2022
Negotiated stipulation settling distributee's objections to a decedent's Will., 2022
During contested administration proceeding, I persuaded court that the surviving spouse was unfit to serve as estate administrator. Accordingly, the Court appointed my client, the decedent's daughter, as the sole estate administrator. , 2019
I successfully proved that my client was the decedent's sole distributee during a kinship hearing. , 2022

Videos:

I taught a CLE course through Lawline concerning 1031 Like-Kind Exchanges, a very difficult area of law. I provided a comprehensive summary of this important subject, I answered live viewer questions with detailed answers, and I carefully analyzed difficult hypothetical situations. I was well-liked, my course was viewed by many other attorneys, and my course was, therefore, published on Lawline.com's website for two-years. , Understanding the IRC Section 1031 Like-Kind Exchange, Estate Planning, Tax, 2014

Representative Clients:

I represent individuals in uncontested Administration/Probate proceedings, Will Contest proceedings, Contested Administration Proceedings, and co-fiduciary disputes. I also help clients with residential real estate transactions and general estate plans, including Wills, Trusts, Asset Protection, and Estate and Gift Tax Optimization Planning. , 2024

Transactions:

I represented numerous individuals and entities in residential and commercial real estate transactions. , 2024

Special Licenses/Certifications:

Real Estate Broker's License , 2025

Pro bono/Community Service:

I represented a decedent's children pro bono for an estate administration proceeding, subsequent estate administration issues, assisted them with a wrongful death proceeding, and oversaw a petition asking the Court to approve the wonderful wrongful death settlement. I also assisted them with usury claims., 2024

Honors/Awards:

Rising Star in Estate Planning and Probate, Super Lawyers Magazine, 2016-2024, 2024
Marquis Who's Who New Listee, Not yet available, 2024
Highest Avvo Rating of 10/10, Avvo, 2014-2025, 2025
Top 40 Under 40 Trusts and Estates Lawyers, American Society of Legal Advocates, 2016
James Lewis Award, Benjamin N. Cardozo School of Law, 2010

Educational Background:

New York University School of Law, LL.M. in Taxation, 2011
Benjamin N. Cardozo School of Law, Yeshiva University, J.D., 2010
Brooklyn College, B.S., Business, Management, and Finance, summa cum laude, 2007, 2007

White Papers:

Co-authored NYC Bar Association Trusts, Estates, and Surrogate's Court Committee Report in support of a proposed amendment to: 1. Subdivisions 1, 2 and 3 of Section 307 of the New York Surrogate's Court Procedure Act (SCPA); 2. Paragraph (a) of subdivision 1 of SCPA 308; and 3. Paragraphs (a), (e) and (f) of subdivision 2 of SCPA 309., Report Addressing Legislative Proposal To Amend The New York Surrogate’s Court Procedure Act Sections 307 To 309, Trusts And Estates, 2025

Scholarly Lectures/Writings:

Other Outstanding Achievements:

I have been recognized by Marquis Who’s Who Top Lawyers for dedication, achievements, and leadership in Trusts and Estates., 2024
Rated and Approved, Lead Counsel, 2012 - 2025, 2025
Client's Choice Award, Avvo, 2015 - 2016 , 2016

Firm News (Newsletters):

This memo provides an overview of the legal requirements for executing a will in New York. It outlines the statutory requirements for valid execution, the presumption of due execution, the concept of testamentary capacity, and the burden of proof in proving the validity of a will., Executing Will, Estate Planning

Industry Groups:

New York City Bar Association
Real Estate Broker

Pinni Bohm