Vernon 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

Robert Crouse Baldwin

Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

187 Dover Road, Barneveld, NY 13304

Jennifer Caroline Hicks

Traffic, Federal Trial Practice, Estate Planning, Criminal, Trusts

Status: In Good Standing

CONTACT

133 S Peterboro St, Canastota, NY 13032

Howard Allen Port

General Practice

Status: In Good Standing Licensed: 54 Years

CONTACT

1060 Tunnel Ln, Cazenovia, NY 13035

David J Zumpano

Wills, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

555 French Rd, New Hartford, NY 13413

Elizabeth Ann Evans

Other, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

555 French Rd, New Hartford, NY 13413

David Joseph Zumpano

Wills, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

555 French Rd, New Hartford, NY 13413

Lisa Marie Heintz

International Tax, Estate Planning, Elder Law, Business & Trade

Status: In Good Standing Licensed: 20 Years

CONTACT

2310 Genesee St, Utica, NY 13502

Grant E. Johnson

Immigration, Estate Planning, Divorce, Bankruptcy

Status: In Good Standing Licensed: 66 Years

CONTACT

405 Court St, Utica, NY 13502

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

Carl S. Dziekan

International Tax, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

408 Lomond Pl, Utica, NY 13502

800-923-0641

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LEGAL TERMS

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.'

IRREVOCABLE TRUST

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

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

TITLE COMPANY

A company that issues title insurance.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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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Vernon Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Robert Crouse Baldwin

Jennifer Caroline Hicks

Howard Allen Port

David J Zumpano

Elizabeth Ann Evans

David Joseph Zumpano

Lisa Marie Heintz

Grant E. Johnson

Geoffrey Alton Hampton

Carl S. Dziekan

TIPS

LEGAL TERMS

PRETERMITTED HEIR

LETTERS TESTAMENTARY

INCOMPETENCE

IRREVOCABLE TRUST

RESIDUARY BENEFICIARY

DISCHARGE (OF PROBATE ADMINISTRATOR)

TITLE COMPANY

CONTINGENT BENEFICIARY

TAKING AGAINST THE WILL

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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