Bangall Estate Planning Lawyer, New York

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Robert Klipstein
About | Practice Areas
Ballon Stoll PC
810 7th Ave Suite 405 New York, NY 10019» view map
Immigration Law
Counselors At Law

Founded in 1931 and built upon a tradition of excellence, Ballon Stoll P.C. is a mid-sized full-service law firm catering to the needs of businesses and individuals alike.

212.575.7900
1. Robert Klipstein New York, NY
  Attorney at Law, NY
  Columbia University Law School, J.D. 1960
2. AboutBallon Stoll PC
  Counselors At Law
3. Practice AreasExpertise
  Immigration
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Includes: Gift Taxation

Michel P. Haggerty

Real Estate, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

6367 Mill Street, Rhinebeck, NY 12572

Thomas E. Dietz

Real Estate, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

2 Cannon Street, Poughkeepsie, NY 12601

David Van Benschoten

Elder Law, Estate Planning, Health Care, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

34 West Bridge Street, Saugerties, NY 12477

Gerald A. Vergilis

Commercial Real Estate, Estate Planning, Criminal, Corporate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1136 Route 9, Wappingers Falls, NY 12590

Karen Tobias

Estate Administration, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 33 Years

CONTACT

37 W Market St, Rhinebeck, NY 12572

Robert L. Ostertag

Estate Administration, Estate Planning, Corporate, Business Organization

Status: In Good Standing Licensed: 67 Years

CONTACT

301 Manchester Rd, Poughkeepsie, NY 12603

Steven Howard Klein

Divorce & Family Law, Child Custody, Child Support, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

40 Garden Street, Poughkeepsie, NY 12601

Jana M. Schopfer

Farms, Estate Planning, Family Law, Divorce

Status: In Good Standing Licensed: 18 Years

CONTACT

31 Collegeview Ave, Poughkeepsie, NY 12603

Karen P. MacNish

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 26 Years

CONTACT

10 Market St, Poughkeepsie, NY 12601

Robert B. Dietz

Wills & Probate, Trusts, Estate Planning, Business Organization

Status: In Good Standing Licensed: 57 Years

CONTACT

319 Mill St, Poughkeepsie, NY 12601

800-923-0641

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LEGAL TERMS

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

SAMPLE LEGAL CASES

Schneider v. Finmann

... maintain an action for legal malpractice. We now reverse and reinstate plaintiff's claim. Strict privity, as applied in the context of estate planning malpractice actions, is a minority rule in the United States. [1] In New York, a third ...

Fielding v. Kupferman

... The documents at issue in Bishop were estate planning instruments executed by the plaintiff who believed that he was giving his wife a life estate and was not limiting his access to his life savings (Bishop, 33 AD3d 497, 501 [2006], affd 9 NY3d 910 [2007]). ...

Kram Knarf, LLC v. Djonovic

... The client's malpractice complaint was silent as to how the attorneys misled him, what they failed to explain to him concerning the estate planning documents he executed, and which of his instructions those documents did not reflect (33 AD3d at 498-499). ...

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Bangall Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Michel P. Haggerty

Thomas E. Dietz

David Van Benschoten

Gerald A. Vergilis

Karen Tobias

Robert L. Ostertag

Steven Howard Klein

Jana M. Schopfer

Karen P. MacNish

Robert B. Dietz

TIPS

LEGAL TERMS

SPENDTHRIFT TRUST

SURVIVING SPOUSE'S TRUST

ANCILLARY PROBATE

DISINHERIT

EXEMPTION TRUST

ENTITY

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

TAKING AGAINST THE WILL

SUCCESSION

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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