Evans Mills Estate Planning Lawyer, New York

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Includes: Gift Taxation

Peter L. Walton

Real Estate, Business Organization, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  32 Years

Jeremiah Garnet McPherson

General Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  11 Years

Addie Ann Elizabeth Jenne

Other, Estate, Divorce & Family Law, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Patrick L Evans

Real Estate, Trusts, Elder Law, Wills & Probate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  50 Years

Arthur C. Stever

Commercial Real Estate, Trusts, Elder Law, Corporate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  49 Years

Steven C Haas

Real Estate, Litigation, Estate, Bankruptcy & Debt
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  52 Years

Steven Grant Munson

Estate, Real Estate, Traffic, Wills & Probate, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  44 Years

Mark Grover Gebo

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

Joseph William Russell

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

Andrew Nicholas Capone

Criminal, Estate, Real Estate, Traffic, Limited Liability Companies
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  35 Years

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

Member Representative

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800-943-8690

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LEGAL TERMS

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

MARITAL LIFE ESTATE TRUST

See AB trust.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)
A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)
A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass 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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