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Vernon Center Estate Planning Lawyer, New York

Sponsored Law Firm


Includes: Gift Taxation

  SPONSORED LAWYERS

1-10 of 19 matches. Page 1 of 2  

Alison J. Steates

Real Estate, International Tax, Estate Planning, Estate
Status:  In Good Standing           Licensed:  45 Years
CONTACT
408 Lomond Pl, Utica, NY 13502
Profile LAWPOINTS™24/100
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Brian Joseph Ehrhard

Estate Planning, Family Law, Divorce
Status:  In Good Standing           Licensed:  16 Years
CONTACT
2219 Genesee St, Utica, NY 13501
Profile LAWPOINTS™34/100
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Carl S. Dziekan

International Tax, Estate Planning, Estate, Business
Status:  In Good Standing           Licensed:  39 Years
CONTACT
408 Lomond Pl, Utica, NY 13502
Profile LAWPOINTS™24/100
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David J Zumpano

Wills, Estate Planning, Estate, Elder Law
Status:  In Good Standing           Licensed:  32 Years
CONTACT
555 French Rd, New Hartford, NY 13413
Profile LAWPOINTS™34/100
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David Joseph Zumpano

Wills, Estate Planning, Estate, Elder Law
Status:  In Good Standing           
CONTACT
555 French Rd, New Hartford, NY 13413
Profile LAWPOINTS™34/100
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Elizabeth Ann Kenny

Estate Planning, Divorce & Family Law, Elder Law
Status:  In Good Standing           Licensed:  21 Years
CONTACT
146 Stafford Ave, Waterville, NY 13480
Profile LAWPOINTS™34/100
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Elizabeth Ann Evans

Other, Wills, Estate Planning, Estate
Status:  In Good Standing           Licensed:  16 Years
CONTACT
555 French Rd, New Hartford, NY 13413
Profile LAWPOINTS™24/100
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F Paul Steates

International Tax, Estate Planning, Estate
Status:  In Good Standing           Licensed:  45 Years
CONTACT
408 Lomond Pl, Utica, NY 13502
Profile LAWPOINTS™24/100
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Geoffrey Alton Hampton

International Tax, Estate Planning, Elder Law, Business & Trade
Status:  In Good Standing           Licensed:  69 Years
CONTACT
2621 Genesee Street, Utica, NY 13501
Profile LAWPOINTS™24/100
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Grant E. Johnson

Immigration, Estate Planning, Divorce, Bankruptcy
Status:  In Good Standing           Licensed:  66 Years
CONTACT
405 Court St, Utica, NY 13502
Profile LAWPOINTS™19/100
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TIPS

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

LEGAL TERMS

CURATOR

See conservator.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)
A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

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.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

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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