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

Nathan A Shoff

Divorce, Wills & Probate, Business, Estate Planning

Status: In Good Standing

CONTACT

102 Main Street, Bloomfield, NY 14469

Terence Lee Robinson

Real Estate, Litigation, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

48 N Main St, Canandaigua, NY 14424

Danielle Bethany Ridgely

Estate Planning, Merger & Acquisition, Partnerships

Status: In Good Standing Licensed: 9 Years

CONTACT

255 Fairport Rd, East Rochester, NY 14445

Nicole Hazel Vanderwall

Commercial Real Estate, Estate Planning, Divorce, Civil Rights

Status: In Good Standing Licensed: 16 Years

CONTACT

6 N Main St, Fairport, NY 14450

Todd W. Gustafson

Estate Planning, Trusts, Estate Administration, Litigation

Status: In Good Standing Licensed: 26 Years

CONTACT

340 Packetts Landing, 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

Jennifer Lee Montante Vigneri

Wills, Estate Planning, Bankruptcy, Personal Injury

Status: In Good Standing Licensed: 19 Years

CONTACT

1828 Penfield Rd, Penfield, NY 14526

Neeraj Lalit Shah

Public Finance, Estate Planning, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

2033 Penfield Rd, Penfield, NY 14526

Adam Brunner

Trusts, Commercial Real Estate, Estate Planning, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

39 Deer Creek Rd, Pittsford, NY 14534

800-923-0641

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LEGAL TERMS

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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

Nathan A Shoff

Terence Lee Robinson

Danielle Bethany Ridgely

Nicole Hazel Vanderwall

Todd W. Gustafson

Boyd J. Peterson

Jennifer Lee Montante Vigneri

Neeraj Lalit Shah

Adam Brunner

TIPS

LEGAL TERMS

PROVING A WILL

PRETERMITTED HEIR

INVENTORY

SPECIFIC BEQUEST

DEVISEE

SPRINKLING TRUST

QTIP TRUST

INHERIT

DEATH TAXES

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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