Dutchess County, NY Wills & Probate Lawyers

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Robert Klipstein
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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: Estate Administration, Living Wills, Wills

M. Ellen O'Sullivan

Estate Administration, Family Law, Business & Trade, Personal Injury

Status: In Good Standing

CONTACT

1136 Route 9, Wappingers Falls, NY 12590

Michel P. Haggerty

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

Status: In Good Standing

CONTACT

6367 Mill Street, Rhinebeck, NY 12572

Sharon M. Faulkner

Wills & Probate, Family Law, Child Support, Adoption

Status: In Good Standing Licensed: 32 Years

CONTACT

301 Manchester Road, Poughkeepsie, NY 12603

Robert L. Ostertag

Estate Administration, Estate Planning, Corporate, Business Organization

Status: In Good Standing Licensed: 67 Years

CONTACT

301 Manchester Rd, Poughkeepsie, NY 12603

Gregory D. Supple

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

Status: In Good Standing Licensed: 48 Years

CONTACT

92 E Main St, Wappingers Falls, NY 12590

Robert B. Dietz

Wills & Probate, Trusts, Estate Planning, Business Organization

Status: In Good Standing Licensed: 57 Years

CONTACT

319 Mill St, Poughkeepsie, NY 12601

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

Dario Di Lello

Land Use & Zoning, Wills & Probate, Bankruptcy, Personal Injury

Status: In Good Standing

CONTACT

1542 Route 52, Fishkill, NY 12524

Maura A Barrett

Tax, Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 29 Years

CONTACT

17 Collegeview Ave, Poughkeepsie, NY 12603

Amee Christine Vantassell

Real Estate, Criminal, Family Law, Wills & Probate

Status: Inactive Licensed: 19 Years

CONTACT

10 Market St, Poughkeepsie, NY 12601

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LEGAL TERMS

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

CERTIFICATION OF TRUST

See abstract of trust.

SAMPLE LEGAL CASES

Matter of Colverd

... Spain, J. 972 Decedent died in 2000. Thereafter, petitionerâ€”decedent's unmarried companion of nearly 30 yearsâ€”commenced this proceeding in Surrogate's Court, as named executor, seeking probate of decedent's will. Three ...

MTR OF AMERICAN COMM. v. Dunn

... This appeal requires us to determine the standard applicable to a petition to vacate a probate decree brought by a nonparty to an initial probate proceeding and based upon "newlydiscovered evidence," which allegedly demonstrates that a probated will was procured through ...

Matter of Paigo

... Decedent died in June 2006 and petitioner sought to probate the will. ... Petitioner then moved for summary judgment 838 seeking dismissal of the objections and admitting the will to probate. Concluding that issues of fact existed, Surrogate's Court denied the motion. ...

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Dutchess County, NY Wills & Probate Lawyers

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

M. Ellen O'Sullivan

Michel P. Haggerty

Sharon M. Faulkner

Robert L. Ostertag

Gregory D. Supple

Robert B. Dietz

Karen Tobias

Dario Di Lello

Maura A Barrett

Amee Christine Vantassell

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

ANCILLARY PROBATE

QDOT TRUST

TRUSTEE

PER STIRPES

TAKING AGAINST THE WILL

INTER VIVOS TRUST

GRANT DEED

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Matter of Colverd

MTR OF AMERICAN COMM. v. Dunn

Matter of Paigo

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