Center Moriches 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

Richard T. Haefeli

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Estate Planning, Residential Real Estate, Land Use & Zoning, Lawsuit & Dispute

Richard T. Haefeli has over 38 years of experience practicing on the eastern end of Long Island. An experienced litigator, Mr. Haefeli has litigated c... (more)

CONTACT

631-288-4300

48 Main St, Westhampton Beach, NY 11978

Joseph W. Mcheffey

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

220 Main St, Center Moriches, NY 11934

Carolyn Daley Scott

Corporate Tax, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

East Moriches, NY 11940

Edward B. Pennfield

General Practice

Status: In Good Standing Licensed: 54 Years

CONTACT

60 Cedar Ln, Remsenburg, NY 11960

John Edward Messinetti

Traffic, Estate Planning, Elder Law, Bankruptcy

Status: In Good Standing Licensed: 56 Years

CONTACT

210 William Floyd Pkwy, Shirley, NY 11967

John Edward Messinetti

Traffic, Estate Planning, Elder Law, Bankruptcy

Status: In Good Standing Licensed: 56 Years

CONTACT

210 William Floyd Pkwy, Shirley, NY 11967

Richard Jay Cohen

Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

228 E Main St, Patchogue, NY 11772

Leslie Marie Schmidt

Litigation, Estate Planning, Divorce, Personal Injury

Status: In Good Standing Licensed: 28 Years

CONTACT

100 Austin St, Patchogue, NY 11772

William Francis Bates

Income Tax, Real Estate, Estate Planning, Estate Planning, Estate

Status: In Good Standing

CONTACT

120 Court St, Riverhead, NY 11901

Bernadette E. Tuthill

Corporate, Estate Planning, Guardianships & Conservatorships, Trusts

Status: In Good Standing

CONTACT

33 West 2nd Street, Riverhead, NY 11901

800-923-0641

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LEGAL TERMS

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

MARITAL LIFE ESTATE TRUST

See AB trust.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SUCCESSOR TRUSTEE

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

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

FAMILY POT TRUST

See pot 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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Center Moriches Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Richard T. Haefeli

Joseph W. Mcheffey

Carolyn Daley Scott

Edward B. Pennfield

John Edward Messinetti

John Edward Messinetti

Richard Jay Cohen

Leslie Marie Schmidt

William Francis Bates

Bernadette E. Tuthill

TIPS

LEGAL TERMS

EXECUTOR

SPENDTHRIFT TRUST

MARITAL LIFE ESTATE TRUST

DEATH TAXES

SUCCESSOR TRUSTEE

INTESTATE

TESTAMENTARY TRUST

ENDOWMENT INSURANCE

FAMILY POT TRUST

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 30

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