Bowmansville Estate Planning Lawyer, New York

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Includes: Gift Taxation

Norman J. Mattar

Estate Planning, Personal Injury, Medical Malpractice, Car Accident
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Andrew Adam Borden

Commercial Real Estate, Estate Planning, Business & Trade, Corporate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  17 Years

Charles E. Milch

International, Estate, Estate Administration, Trusts, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  58 Years

Deborah Muhlbauer

Estate Planning, Tax
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

George A. Rusk

Commercial Real Estate, Estate Planning, Divorce & Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  47 Years

Jennifer L. Friedman

Landlord-Tenant, Estate Planning, Wrongful Termination, Divorce
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

John P Robshaw

Real Estate, Trusts, Estate Planning, Business Organization, Education
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  62 Years

Katherine Leigh Wood

Litigation, Estate Planning, Business & Trade, Products Liability
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  8 Years

Kelly V. Zarcone

Estate Administration, Estate Planning, Family Law, Divorce & Family Law, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  27 Years

Linda Grear

Estate Planning, Wills
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)
In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)
The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

FUNDING A TRUST

Transferring ownership of property to a trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)
A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

DEVISEE

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

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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