Clarendon Estate Planning Lawyer, New York, page 2

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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
1. Contact
2. Email
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Includes: Gift Taxation

John Fay Whiting

Wills, Estate Planning, Personal Injury

Status: Licensed: 9 Years

CONTACT

31 W Main St, Le Roy, NY 14482

Raymond S. DiRaddo

Estate Planning, Family Law, Criminal, Bankruptcy, Real Estate

Status: Licensed: 47 Years

CONTACT

31 Erie Canal Dr, Rochester, NY 14626

Gregory Louis Piede

Estate Planning, Estate, Civil & Human Rights

Status: Licensed: 15 Years

CONTACT

1100 Long Pond Rd, Rochester, NY 14626

Donald Mcrae Thompson

Tax, Wills & Probate, Estate Planning, Business & Trade, Litigation

Status: Licensed: 59 Years

CONTACT

55 Kernwood Drive, Rochester, NY 14624

Jeffrey Matthias Jayson

Estate Planning, Divorce & Family Law, Criminal

Status: Licensed: 34 Years

CONTACT

18 Thurston Rd, Rochester, NY 14619

James E. Brown

Election & Political, Estate Planning, Environmental Law Other, Civil Rights

Status: Licensed: 50 Years

CONTACT

222 Chili Ave, Rochester, NY 14611

Scott A. Forsyth

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Licensed: 48 Years

CONTACT

16 W Main St, Rochester, NY 14614

Philip Lloyd Burke

Estate Planning, Estate, Divorce & Family Law, Civil & Human Rights

Status: Licensed: 43 Years

CONTACT

1900 Bausch And Lomb Pl, Rochester, NY 14604

Martin William O'Toole

Trusts, Estate Planning, Estate, Civil & Human Rights

Status: Licensed: 38 Years

CONTACT

1600 Bausch And Lomb Pl, Rochester, NY 14604

Meredith Monti Boehm Lamb

Lawsuit & Dispute, Estate Planning, Estate, Divorce, Divorce & Family Law

Status: Licensed: 18 Years

CONTACT

160 Linden Oaks St, Rochester, NY 14625

800-814-6700

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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Clarendon Estate Planning Lawyer, New York, page 2

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

John Fay Whiting

Raymond S. DiRaddo

Gregory Louis Piede

Donald Mcrae Thompson

Jeffrey Matthias Jayson

James E. Brown

Scott A. Forsyth

Philip Lloyd Burke

Martin William O'Toole

Meredith Monti Boehm Lamb

TIPS

LEGAL TERMS

AUGMENTED ESTATE

ENTITY

ADMINISTRATION (OF AN ESTATE)

HOLOGRAPHIC WILL

BENEFICIARY

OFFICER

PUBLIC ADMINISTRATOR

AB TRUST

CHARITABLE TRUST

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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