Kauneonga Lake 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

Arthur Shapiro

Real Estate, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

10 Matthews Street, Goshen, NY 10924

Jason Rosenwasser

Estate Planning, Family Law, Litigation, Car Accident

Status: In Good Standing

CONTACT

201 Ward Street, Montgomery, NY 12549

Marcia A. Jacobowitz

Agriculture, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

158 Orange Avenue, Walden, NY 12586

Richard B Golden

Construction, Estate Planning, Corporate, Contract

Status: In Good Standing

CONTACT

40 Matthews St., Goshen, NY 10924

Suzan Dann Paras

Wills & Probate, Estate Planning, Legal Malpractice, Animal Bite

Status: In Good Standing

FREE CONSULTATION

CONTACT

1 Dolson Ave., Middletown, NY 10940

Aaron C. Fitch

Commercial Real Estate, Wills, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

555 Hudson Valley Ave, Newburgh, NY 12553

Alana Renee Bartley

Real Estate, Lawsuit & Dispute, Estate Planning, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

555 Hudson Valley Ave, Newburgh, NY 12553

Albert P. Pacione

Real Estate Other, Traffic, Lawsuit, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

33 Pinto Rd W, Middletown, NY 10941

Brett Allen Broge

Litigation, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

60 Erie St, Goshen, NY 10924

Bruce Bennett Wood

Litigation, International Tax, Estate Planning, Business

Status: In Good Standing

CONTACT

1 Mediacom Way, Chester, NY 10918

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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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Kauneonga Lake Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Arthur Shapiro

Jason Rosenwasser

Marcia A. Jacobowitz

Richard B Golden

Suzan Dann Paras

Aaron C. Fitch

Alana Renee Bartley

Albert P. Pacione

Brett Allen Broge

Bruce Bennett Wood

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

ENDOWMENT INSURANCE

ABSTRACT OF TRUST

REAL ESTATE AGENT

INTESTATE SUCCESSION

IRREVOCABLE TRUST

DEATH TAXES

BENEFICIARY

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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