Port Gibson 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

Terence Lee Robinson

Real Estate, Litigation, Estate Planning

Status: In Good Standing Licensed: 19 Years

CONTACT

48 N Main St, Canandaigua, NY 14424

Brandon Robert Coyle

Intellectual Property, Estate Planning, Transactions, Corporate

Status: In Good Standing Licensed: 8 Years

CONTACT

7675 Omnitech Pl, Victor, NY 14564

Todd W. Gustafson

Estate Planning, Trusts, Estate Administration, Litigation

Status: In Good Standing Licensed: 26 Years

CONTACT

340 Packetts Landing, Fairport, NY 14450

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

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

Kirsten W. Lamb

Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

421 Penbrooke Drive, Penfield, NY 14526

800-923-0641

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LEGAL TERMS

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

CERTIFICATION OF TRUST

See abstract of trust.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

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.

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.'

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the 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.

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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Port Gibson Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Richard S. Brovitz

Boyd J. Peterson

Terence Lee Robinson

Brandon Robert Coyle

Todd W. Gustafson

Nicole Hazel Vanderwall

Audrey Patrone Peartree

Barbara R. Heck James

Andrea Marie Gray

Kirsten W. Lamb

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

EXEMPTION TRUST

CERTIFICATION OF TRUST

BANKRUPTCY ESTATE

PER STIRPES

QTIP TRUST

ABSTRACT OF TRUST

POUR-OVER WILL

PROVING A WILL

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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