Shortsville 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

Jacqueline A. Constantino

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

3380 Monroe Avenue, Rochester, NY 14618

Robert E. Brennan

Wills & Probate, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

CONTACT

Suite 1000, Crossroads Building, Rochester, NY 14614

Michelle Anne Hutchinson

Estate Planning, Employment, Family Law, Corporate

Status: In Good Standing

CONTACT

Two State Street, 925 Crossroads Building, Rochester, NY 14614

Michael Cobbs

Family Law, Corporate, Estate Planning, Employment, Estate

Status: In Good Standing

CONTACT

Two State Street, 925 Crossroads Building, Rochester, NY 14614

Ronit Zusman

Family Law, Estate Planning, Employment, Real Estate

Status: In Good Standing

CONTACT

Two State Street, 925 Crossroads Building, Rochester, NY 14614

Nathan A Shoff

Divorce, Wills & Probate, Business, Estate Planning

Status: In Good Standing

CONTACT

102 Main Street, Bloomfield, NY 14469

Eugene Vanvoorhis

Land Use & Zoning, Wills & Probate, Estate Planning, Estate

Status: In Good Standing

CONTACT

300 Linden Oaks, Rochester, NY 14625

David Christopher Reid

Business Organization, Business Successions, Elder Law, Gift Taxation

Status: In Good Standing

CONTACT

65 Monroe Ave, 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

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

DEED OF TRUST

See trust deed.

NET ESTATE

The value of all property owned at death less liabilities or debts.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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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Shortsville Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Richard S. Brovitz

Jacqueline A. Constantino

Robert E. Brennan

Michelle Anne Hutchinson

Michael Cobbs

Ronit Zusman

Nathan A Shoff

Eugene Vanvoorhis

David Christopher Reid

Kirsten W. Lamb

TIPS

LEGAL TERMS

DOWER AND CURTESY

EXECUTOR

GROSS ESTATE

DEED OF TRUST

NET ESTATE

RESIDUARY ESTATE

SPECIFIC BEQUEST

ENDOWMENT INSURANCE

INTESTATE

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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