Suffolk County, NY Estate Planning Lawyers

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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

Anthony Vincent Falcone

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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)

CONTACT

631-319-7770

150 Motor Parkway, Hauppauge, NY 11788

Richard T. Haefeli

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Estate Planning, Residential Real Estate, Land Use & Zoning, Lawsuit & Dispute

Richard T. Haefeli has over 38 years of experience practicing on the eastern end of Long Island. An experienced litigator, Mr. Haefeli has litigated c... (more)

CONTACT

631-288-4300

48 Main St, Westhampton Beach, NY 11978

James F. Misiano

Estate Planning, Personal Injury, Real Estate, Trusts

Status: In Good Standing

FREE CONSULTATION

CONTACT

510 Broadhollow Road, Melville, NY 11747

Arthur Goldstein

Land Use & Zoning, Litigation, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

18 West Carver Street, Huntington, NY 11743

Roger D. Ramme

Defamation & Slander, Estate Planning, Real Estate, Tax

Status: In Good Standing

FREE CONSULTATION

CONTACT

18 West Carver Street, Huntington, NY 11743

Eliot M. Rudick

Corporate, Estate Planning, Family Law, Real Estate

Status: In Good Standing

CONTACT

150 Vanderbilt Motor Parkway, Hauppauge, NY 11788

David C. Jacobson

Corporate Tax, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

445 Broad Hollow Road, Melville, NY 11747

Penny S Slomovitz Glaser

Real Estate, Estate Planning, Sexual Harassment, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 36 Years

CONTACT

755 Waverly Avenue, Holtsville, NY 11742

Peter Wagner

Real Estate Other, Medicare & Medicaid, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 31 Years

CONTACT

33 Walt Whitman Rd, South Huntington, NY 11746

Stephen Kunken

Construction, Estate Planning, DUI-DWI, Criminal

Status: In Good Standing Licensed: 52 Years

CONTACT

125 Bay Dr E, Huntington, NY 11743

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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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Suffolk County, NY Estate Planning Lawyers

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Anthony Vincent Falcone

Richard T. Haefeli

James F. Misiano

Arthur Goldstein

Roger D. Ramme

Eliot M. Rudick

David C. Jacobson

Penny S Slomovitz Glaser

Peter Wagner

Stephen Kunken

TIPS

LEGAL TERMS

LIFE BENEFICIARY

ENTITY

SUMMARY PROBATE

DISTRIBUTEE

QDOT TRUST

POWER OF APPOINTMENT

BEQUEATH

DISINHERIT

HEIR AT LAW

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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