Roxbury 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

David Van Benschoten

Elder Law, Estate Planning, Health Care, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

34 West Bridge Street, Saugerties, NY 12477

Jacqueline L Heubach

Social Security -- Disability, State and Local, Estate Planning, Workers' Compensation

Status: In Good Standing

FREE CONSULTATION

CONTACT

115 Green Street, Kingston, NY 12401

David A Roach

Real Estate, Trusts, Estate Planning, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

115 Green Street, Kingston, NY 12401

Michel P. Haggerty

Real Estate, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

6367 Mill Street, Rhinebeck, NY 12572

John L. Orfan

Estate Planning, Real Estate, Litigation, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

100 Great Oaks Boulevard, Albany, NY 12203

Timothy F Wilkens

Real Estate, Estate Planning, Environmental Law, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

215 State Street, Schenectady, NY 12301

Donald Austin Odell

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 65 Years

CONTACT

12 Armstrong Rd, Arkville, NY 12406

Theodore Richard Rogowski

Status: In Good Standing Licensed: 67 Years

CONTACT

1924 Beaverkill Rd, Livingston Manor, NY 12758

James M. Wagman

Traffic, Estate Planning, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 41 Years

CONTACT

Catskill, NY 12414

Timothy Johnson

Landlord-Tenant, Elder Law, Estate Planning, Business

Status: In Good Standing

CONTACT

203 Main Street, Cooperstown, NY 13326

800-923-0641

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LEGAL TERMS

IRREVOCABLE TRUST

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

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

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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Roxbury Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

David Van Benschoten

Jacqueline L Heubach

David A Roach

Michel P. Haggerty

John L. Orfan

Timothy F Wilkens

Donald Austin Odell

Theodore Richard Rogowski

James M. Wagman

Timothy Johnson

TIPS

LEGAL TERMS

IRREVOCABLE TRUST

ENTITY

INTESTATE SUCCESSION

ABATEMENT

QTIP TRUST

GROSS ESTATE

INCOMPETENCE

SELF-PROVING WILL

TRUSTEE POWERS

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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