Kew Gardens 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

Stephen J. Singer

Criminal, Estate Planning, Family Law, Real Estate

Status: In Good Standing

CONTACT

125-10 Queens Blvd, Kew Gardens, NY 11415

Sidney G Sparrow

Criminal, Estate Planning, Family Law, Real Estate

Status: In Good Standing

CONTACT

125-10 Queens Blvd, Kew Gardens, NY 11415

M. Joseph Levin

Wills & Probate, Elder Law, Estate Planning, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

8626 Queens Boulevard, Elmhurst, NY 11373

Lawrence J. Gross

Real Estate, Litigation, Estate Planning, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

8626 Queens Boulevard, Elmhurst, NY 11373

Lynn Sirotkin

Residential Real Estate, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

8002 Kew Gardens Rd, Kew Gardens, NY 11415

Lawrence James Gross

Real Estate, Litigation, Estate Planning, Elder Law

Status: In Good Standing Licensed: 62 Years

CONTACT

8626 Queens Blvd, Elmhurst, NY 11373

Bertram Gezelter

Income Tax, Elder Law, Estate Planning, Real Estate

Status: In Good Standing

CONTACT

163-10 Northern Boulevard, Flushing, NY 11358

Kenneth J Schreiber

Real Estate, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 59 Years

CONTACT

12510 Queens Blvd, Kew Gardens, NY 11415

Dennis S. Cappello

Commercial Real Estate, Estate Planning, Employment, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

8304 54Th Ave, Elmhurst, NY 11373

Isidro Tomas Yulo Garbanzos

Income Tax, Corporate Tax, Tax, Gift Taxation

Status: In Good Standing Licensed: 17 Years

CONTACT

3901 63Rd St, Woodside, NY 11377

800-923-0641

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LEGAL TERMS

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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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Kew Gardens Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Stephen J. Singer

Sidney G Sparrow

M. Joseph Levin

Lawrence J. Gross

Lynn Sirotkin

Lawrence James Gross

Bertram Gezelter

Kenneth J Schreiber

Dennis S. Cappello

Isidro Tomas Yulo Garbanzos

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

FAILURE OF ISSUE

GENERATION-SKIPPING TRUST

EXEMPTION TRUST

ENTITY

PERSONAL PROPERTY

SUMMARY PROBATE

WARRANTY DEED

CERTIFIED COPY

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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