Bouckville 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
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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

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

Alison J. Steates

Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

408 Lomond Pl, 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

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

Brian Joseph Ehrhard

Estate Planning, Family Law, Divorce

Status: In Good Standing Licensed: 16 Years

CONTACT

2219 Genesee St, Utica, NY 13501

Robert K. Hilton

Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 31 Years

CONTACT

2100 Genesee St., Utica, NY 13502

800-923-0641

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LEGAL TERMS

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SURROGATE COURT

See probate court.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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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Bouckville Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Jennifer Caroline Hicks

Howard Allen Port

David J Zumpano

Elizabeth Ann Evans

David Joseph Zumpano

Alison J. Steates

Geoffrey Alton Hampton

Lisa Marie Heintz

Brian Joseph Ehrhard

Robert K. Hilton

TIPS

LEGAL TERMS

PER CAPITA

SURROGATE COURT

TRUSTEE POWERS

GROSS ESTATE

MINERAL RIGHTS

DEVISEE

SUCCESSOR TRUSTEE

INVENTORY

CERTIFIED COPY

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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