Cooperative (“Co-op”) and Condominium Law

  • Jan 06, 2020Dean Roberts and Abbey Horwitz to Present on Estate Planning and Trust Ownership for Co-op Shareholders

    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.

    Posted in: Abbey M. Horwitz, Cooperative ("Co-op") and Condominium Law, Dean M. Roberts, Estate Planning & Administration, News | Tags: , , ,

  • Dec 17, 2019Michael Reilly Speaks to the Coordinating Council of Cooperatives of Greater New York

    Michael T. Reilly, a Member of law firm Norris McLaughlin, P.A., presented “Proactive Strategies for Shaping Legislation, Regulation, and Political Discourse in New York City Cooperatives” to the Coordinating Council of Cooperatives of Greater New York on December 14.

    About the Presentation

    Reilly discussed how each individual cooperative could come together with the Coordinating Council of Cooperative to influence the political agenda proactively through education, participation, and voting. He suggested participating in community events, inviting elected officials to speak to shareholders and residents, communicating with Community Affairs, volunteering and hosting events, and donating to applicable causes.

    “It’s important for these New York cooperative board members to get involved in their communities, and politics is a great outlet to do so. Providing the educational tools necessary for them to be a part of the decision-making really benefits the entire City in the long run,” said Reilly.

    About Michael Reilly

    Reilly devotes his practice to real estate, construction, finance, landlord-tenant litigation, and probate matters. He advises cooperative and condominium boards and homeowner associations on corporate governance, financing, construction contracts, commercial leases, regulatory compliance, utility procurement, and insurance recovery matters.

    Reilly also provides general counsel advice to not-for-profit corporations that provide supportive housing and social services to elderly, economically disadvantaged, and developmentally disabled residents. He represents corporate entities, individuals, and trusts in the purchase, sale, and lease of commercial properties, condominium units, cooperative apartments, loft spaces, time-share properties, single and multi-family homes, and undeveloped land. Reilly helps owners obtain acquisition financing and negotiate the refinancing and restructuring of underlying mortgages and lines of credit, he advises real estate investors in Internal Revenue Code Section 1031 like-kind exchanges.

    In addition, Reilly litigates commercial and residential landlord-tenant cases in New York Civil and Supreme Courts. He has represented condominium boards in common charge collection and unit owner default cases and has successfully negotiated with commercial developers and neighboring buildings to secure license, access, and indemnity agreements on behalf of landlords during construction.

    Reilly regularly appears before the city and state regulatory agencies, including the New York City Environmental Control Board, the New York City Department of Buildings, and the New York City Department of Housing Preservation and Development, defending landlords and tenants in municipal, construction, environmental, criminal, fire, and building code violations. He has successfully prosecuted non-primary residence proceedings on behalf of regulated housing landlords.

    Reilly received his B.A., Government, from Hamilton College in 1998, his J.D. from Tulane University Law School in 2001, and his LL.M., Taxation, from Boston University School of Law.

    Posted in: Cooperative ("Co-op") and Condominium Law, Michael T. Reilly, News | Tags: ,