Johnson City Estate Planning Lawyer, New York

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Includes: Gift Taxation

George B. Kozol

Commercial Real Estate, International Tax, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  47 Years

Joshua Tyson Terrell

Power of Attorney, Traffic, Estate Planning, Personal Injury, Car Accident
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Robert Charles Knight

Landlord-Tenant, Landlord-Tenant, Commercial Real Estate, Elder Law, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Michael Howard Zuckerman

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

Heather Marie Cornell

Commercial Real Estate, Estate Planning, Divorce & Family Law, Civil & Human Rights
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Heather Marie Cornell

Real Estate, Estate Planning, Divorce & Family Law, Civil & Human Rights, Commercial Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  28 Years

Sandra Ellen Malkin

International Tax, Industry Specialties, Estate Planning, Elder Law, Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  23 Years

Ryan Peter Wagenleitner

Gift Taxation, Bankruptcy, Class Action, Antitrust
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  16 Years

Richard Nathan Matties

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

Free Help: Use This Form or Call 800-814-6700

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800-943-8690

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)
In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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.

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.

CREDIT SHELTER TRUST

See AB trust.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

CERTIFICATION OF TRUST

See abstract of trust.

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.

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).

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)
Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

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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