Katonah Estate Planning Lawyer, New York

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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

George Hunter Roberts

Commercial Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

200 Katonah Ave, Katonah, NY 10536

Judith A. Aydelott

Estate Planning, Labor Law, Employment, Personal Injury

Status: In Good Standing Licensed: 45 Years

CONTACT

100 Maple Ave, Katonah, NY 10536

Neil H. Reig

Health Care, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 37 Years

CONTACT

67 Lakeside Rd, Mount Kisco, NY 10549

Allison Guthrie Fischer

Estate, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

Cross River, NY 10518

John Harris Gettinger

Real Estate Other, Estate Planning, Employment, Insurance

Status: In Good Standing

CONTACT

118 N Bedford Rd, Mount Kisco, NY 10549

Margaretha L. Gravett

Estate Planning, Family Law, Child Support, Elder Law

Status: In Good Standing Licensed: 24 Years

CONTACT

118 N Bedford Rd, Mount Kisco, NY 10549

Renee Goldman Schwartz

Litigation, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

100 S Bedford Rd, Mount Kisco, NY 10549

Douglas E. Singer

Trusts, Estate Planning, Corporate, Business

Status: In Good Standing

CONTACT

55 Smith Ave, Mount Kisco, NY 10549

Douglas E. Singer

Trusts, Estate Planning, Corporate, Business

Status: In Good Standing

CONTACT

55 Smith Ave, Mount Kisco, NY 10549

Renee Goldman Schwartz

Litigation, Estate Planning, Family Law, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

100 S Bedford Rd, Mount Kisco, NY 10549

800-923-0641

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LEGAL TERMS

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

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.

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

LIFE BENEFICIARY

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

CERTIFICATION OF TRUST

See abstract of trust.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

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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Katonah Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

George Hunter Roberts

Judith A. Aydelott

Neil H. Reig

Allison Guthrie Fischer

John Harris Gettinger

Margaretha L. Gravett

Renee Goldman Schwartz

Douglas E. Singer

Douglas E. Singer

Renee Goldman Schwartz

TIPS

LEGAL TERMS

ESTATE TAXES

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

QTIP TRUST

DISINHERIT

GRANTOR RETAINED INCOME TRUST

LIFE BENEFICIARY

CERTIFICATION OF TRUST

TAKING AGAINST THE WILL

DOWER AND CURTESY

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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