Yonkers 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

Lauren McCallion

Gift Taxation, Estate Administration, Estate Planning

Status: In Good Standing

CONTACT

909 Midland Avenue, Yonkers, NY 10704

Barry D Marcus

Business Organization, Contract, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Jonathan S. Klein

Contract, Criminal, DUI-DWI, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Richard G. Gugliotta

Estate Administration, Estate Planning, Guardianships & Conservatorships, Living Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Street, New Rochelle, NY 10801

Patricia G. Micek

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

Status: In Good Standing

FREE CONSULTATION

CONTACT

2180 Boston Post Road, Larchmont, NY 10538

William Maker

Estate Planning, Land Use & Zoning, Wills, Trusts

Status: In Good Standing

FREE CONSULTATION

CONTACT

2180 Boston Post Road, Larchmont, NY 10538

Anthony L. Zanazzi

Real Estate, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing

CONTACT

235 Main Street, White Plains, NY 10601

Adam L. Scharf

Criminal, Estate Planning, Family Law, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1025 Westchester Avenue, West Harrison, NY 10604

Carolyn J. Strassberg

Wills & Probate, Elder Law, Estate Planning, Wills

Status: In Good Standing

CONTACT

One Blue Hill Plaza, Pearl River, NY 10965

Lori J. Perlman

Wills & Probate, Estate Planning, Wills, Trusts

Status: In Good Standing

CONTACT

One Blue Hill Plaza, Pearl River, NY 10965

800-923-0641

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LEGAL TERMS

DEED OF TRUST

See trust deed.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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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Yonkers Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Lauren McCallion

Barry D Marcus

Jonathan S. Klein

Richard G. Gugliotta

Patricia G. Micek

William Maker

Anthony L. Zanazzi

Adam L. Scharf

Carolyn J. Strassberg

Lori J. Perlman

TIPS

LEGAL TERMS

DEED OF TRUST

NONPROBATE

LAPSE

GROSS ESTATE

INVESTOR

QTIP TRUST

TRUST CORPUS

BYPASS TRUST

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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