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Includes: Gift Taxation

Robert A. Klipstein Lawyer

Robert A. Klipstein

VERIFIED
Immigration, Estate Planning

Mr. Klipstein concentrates in two areas of the law: 1. Trusts and Estates, Estate Planning, Wills, Estate Administration, and Estate, Gift and Inco... (more)

Anthony Vincent Falcone Lawyer

Anthony Vincent Falcone

VERIFIED
Estate Planning

Mr. Falcone has extensive knowledge in estate planning for families of all ages and all income levels, Medicaid Asset Protection for seniors, Special ... (more)

Russel  Morgan Lawyer
Russel Morgan
is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.

Russel Morgan

Russel Morgan is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.
VERIFIED
Estate Planning, Contract, Elder Law, Commercial Real Estate, Trusts

Russel Morgan is a practicing lawyer in the state of New York.

Christopher Pierre Anderson Lawyer

Christopher Pierre Anderson

VERIFIED
Estate Planning, Civil Rights, Business & Trade, Bankruptcy, Landlord-Tenant

Christopher Anderson is a practicing lawyer in the state of New York handling a variety of legal matters.

Carolyn J. Strassberg

Wills & Probate, Elder Law, Estate Planning, Wills
Status:  In Good Standing           

Jacob M. Dyckman

Real Estate, Trusts, Estate Planning, Business Organization
Status:  In Good Standing           

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Valerie A. Burg

Gift Taxation, Estate Administration, Wills & Probate, Trusts
Status:  In Good Standing           

Lori J. Perlman

Wills & Probate, Estate Planning, Wills, Trusts
Status:  In Good Standing           

Michelle H. Frank

Business Organization, Wills & Probate, Estate Planning, Tax
Status:  In Good Standing           

James F. Misiano

Estate Planning, Personal Injury, Real Estate, Trusts
Status:  In Good Standing           

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Free Help: Use This Form or Call 800-943-8690

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Easily find New York Estate Planning Lawyers and New York Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)
Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

DEED OF TRUST

See trust deed.

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.

TITLE COMPANY

A company that issues title insurance.

TRUSTEE POWERS

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

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)
(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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). ...