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Hopewell Junction Estate Planning Lawyer, New York

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Includes: Gift Taxation

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1-10 of 19 matches. Page 1 of 2  

Gerald A. Vergilis

Commercial Real Estate, Estate Planning, Criminal, Corporate
Status:  In Good Standing           

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1136 Route 9, Wappingers Falls, NY 12590
Profile LAWPOINTS™40/100
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Thomas E. Dietz

Real Estate, Trusts, Estate Planning, Family Law
Status:  In Good Standing           
CONTACT
2 Cannon Street, Poughkeepsie, NY 12601
Profile LAWPOINTS™40/100
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Neil Vanderwoude

Divorce & Family Law, Employment, Family Law, Divorce, Estate Planning
Status:  In Good Standing           Licensed:  17 Years
CONTACT
103 Old Route 52, Stormville, NY 12582
Profile LAWPOINTS™36/100
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Leo Mcgrath

Estate Planning, Trusts
Status:  In Good Standing           
CONTACT
1436 Route 52 Fishkill,., Fishkill, NY 12524
Profile LAWPOINTS™22/100
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Gregory D. Supple

Real Estate, Wills & Probate, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  48 Years
CONTACT
92 E Main St, Wappingers Falls, NY 12590
Profile LAWPOINTS™36/100
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Robert Irving Miller

Estate Planning, Medical Malpractice, Health Care, Commercial Real Estate, Mass Torts
Status:  In Good Standing           Licensed:  31 Years
CONTACT
300 Westage Business Ctr, Clinton Corners, NY 12514
Profile LAWPOINTS™19/100
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Rachel Dolores Flanagan

Estate Planning, Family Law, Divorce & Family Law, Elder Law
Status:  In Good Standing           Licensed:  15 Years
CONTACT
2 Summit Ct, Fishkill, NY 12524
Profile LAWPOINTS™34/100
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Donald J. Scialabba

Health Care, Estate Planning, Child Custody, Medical Malpractice
Status:  In Good Standing           Licensed:  44 Years
CONTACT
995 Main St, Fishkill, NY 12524
Profile LAWPOINTS™24/100
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David A. Rubel

Social Security -- Disability, Estate Planning, DUI-DWI, Divorce, Landlord-Tenant
Status:  In Good Standing           Licensed:  13 Years

FREE CONSULTATION 

CONTACT
621 Route 52, Beacon, NY 12508
Profile LAWPOINTS™77/100
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Robert C. Lusardi

Traffic, Lawsuit, Immigration, Estate Planning, Estate
Status:  In Good Standing           Licensed:  46 Years
CONTACT
102 Gleneida Ave, Carmel, NY 10512
Profile LAWPOINTS™34/100
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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

DEVISEE

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

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).

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)
1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

DEED OF TRUST

See trust deed.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

MARITAL LIFE ESTATE TRUST

See AB 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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