Farmington 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

Richard S. Brovitz

Estate Planning, Corporate, Business Organization, Banking & Finance

Status: In Good Standing

CONTACT

295 Woodcliff Dr., Fairport, NY 14450

Boyd J. Peterson

Estate Planning, Elder Law

Status: In Good Standing Licensed: 38 Years

CONTACT

6016 Boughton Hill Rd, Farmington, NY 14425

Brandon Robert Coyle

Intellectual Property, Estate Planning, Transactions, Corporate

Status: In Good Standing Licensed: 8 Years

CONTACT

7675 Omnitech Pl, Victor, NY 14564

Terence Lee Robinson

Real Estate, Litigation, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

48 N Main St, Canandaigua, NY 14424

Audrey Patrone Peartree

International, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 41 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

Barbara R. Heck James

Commercial Real Estate, International, Estate Planning, Civil & Human Rights

Status: In Good Standing Licensed: 45 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

Andrea Marie Gray

Health Care, Estate Planning, Employment, Elder Law, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

Nathan A Shoff

Divorce, Wills & Probate, Business, Estate Planning

Status: In Good Standing

CONTACT

102 Main Street, Bloomfield, NY 14469

Adam Brunner

Trusts, Commercial Real Estate, Estate Planning, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

39 Deer Creek Rd, Pittsford, NY 14534

Todd W. Gustafson

Estate Planning, Trusts, Estate Administration, Litigation

Status: In Good Standing Licensed: 26 Years

CONTACT

340 Packetts Landing, Fairport, NY 14450

800-923-0641

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LEGAL TERMS

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

MARITAL LIFE ESTATE TRUST

See AB trust.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

FAMILY POT TRUST

See pot trust.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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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Farmington Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Richard S. Brovitz

Boyd J. Peterson

Brandon Robert Coyle

Terence Lee Robinson

Audrey Patrone Peartree

Barbara R. Heck James

Andrea Marie Gray

Nathan A Shoff

Adam Brunner

Todd W. Gustafson

TIPS

LEGAL TERMS

PUBLIC ADMINISTRATOR

MARITAL LIFE ESTATE TRUST

PROVING A WILL

SELF-PROVING WILL

CERTIFIED COPY

FAMILY POT TRUST

TRUST DEED

AUGMENTED ESTATE

TRUSTEE POWERS

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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