Clarendon Estate Planning Lawyer, New York, page 3

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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

Daniel Herbert Overbeck

Advertising, Trusts, Estate Planning, Estate

Status: Licensed: 50 Years

CONTACT

300 Bausch And Lomb Pl, Rochester, NY 14604

Danielle Bethany Ridgely

Estate Planning, Merger & Acquisition, Partnerships

Status: Licensed: 9 Years

CONTACT

255 Fairport Rd, East Rochester, NY 14445

David Clayton Pettig

General Practice

Status: Licensed: 47 Years

CONTACT

16 Circle Wood Rd, Rochester, NY 14625

Deborah Muhlbauer

Estate Planning, Tax

Status:

CONTACT

333 International Dr, Buffalo, NY 14221

Don Henry Twietmeyer

Commercial Real Estate, International Tax, Entertainment, Estate Planning

Status: Licensed: 45 Years

CONTACT

2 State St, Rochester, NY 14614

Donald Mcrae Thompson

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

Status: Licensed: 59 Years

CONTACT

55 Kernwood Drive, Rochester, NY 14624

Edward David Bloom

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: Licensed: 55 Years

CONTACT

65 Trevor Court Rd, Rochester, NY 14610

Edward Andrew Pace

Housing & Urban Development, Estate Planning, Criminal, Civil & Human Rights

Status: Licensed: 47 Years

CONTACT

4513 S Buffalo St, Orchard Park, NY 14127

Edward C. Radin

Estate Planning, Estate, Civil & Human Rights, Business

Status: Licensed: 47 Years

CONTACT

350 Linden Oaks, Rochester, NY 14625

Elizabeth Reitkopp Young

Military & Veterans Appeals, Estate Planning, Guardianships & Conservatorships, Civil Rights, Wills

Status: Licensed: 17 Years

CONTACT

47 Oak Meadow Trl, Pittsford, NY 14534

800-814-6700

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.

CURATOR

See conservator.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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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Clarendon Estate Planning Lawyer, New York, page 3

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Daniel Herbert Overbeck

Danielle Bethany Ridgely

David Clayton Pettig

Deborah Muhlbauer

Don Henry Twietmeyer

Donald Mcrae Thompson

Edward David Bloom

Edward Andrew Pace

Edward C. Radin

Elizabeth Reitkopp Young

TIPS

LEGAL TERMS

HEIR APPARENT

INHERIT

RULE AGAINST PERPETUITIES

CURATOR

INTESTATE SUCCESSION

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

PER STIRPES

LIFE BENEFICIARY

CERTIFIED COPY

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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