Lake Grove Trusts Lawyer, New York

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Robert Klipstein
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Ballon Stoll PC
810 7th Ave Suite 405 New York, NY 10019» view map
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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
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Janna Pearl Visconti

Estate, Divorce & Family Law, Civil & Human Rights, Trusts

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162 Terry Rd, Smithtown, NY 11787

Doris Rompf

Family Law, Wills, Intellectual Property, Adoption, Trusts

Status: Licensed: 34 Years

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21 Innis Ave, Ronkonkoma, NY 11779

Catherine Taylor

Trusts

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Islandia, NY 11749

Keith Weidman

DUI-DWI, Estate Planning, Trusts, Criminal, Estate

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900 Old Nichols Rd, Islandia, NY 11749

Donald M. Spanton

Wills, Trusts, Estate Planning, Private Schools

Status: Licensed: 65 Years

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1050 Old Nichols Road, Islandia, NY 11749

Mark Shaban Eghrari

Immigration, Trusts, Estate, Elder Law

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50 Karl Ave, Smithtown, NY 11787

Rona Ilene Kugler

Government, Trusts

Status: Licensed: 28 Years

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150 Motor Pkwy, Smithtown, NY 11788

Annamarie Donovan

Litigation, Trusts, Employment, Wrongful Death

Status: Licensed: 31 Years

CONTACT

1200 Veterans Hwy, Smithtown, NY 11788

Michael H. Fier

Real Estate, Estate, Wills & Probate, Trusts

Status: Licensed: 40 Years

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160-2 Remington Blvd, Ronkonkoma, NY 11779

Robin Burner Daleo

Medicare & Medicaid, Trusts, Elder Law, Personal Injury

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12 Research Way, East Setauket, NY 11733

800-923-0641

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

FUNDING A TRUST

Transferring ownership of property to a trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

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.

SAMPLE LEGAL CASES

Tzolis v. Wolff

... Chancellor Walworth applied to a joint stock corporation â€” then a fairly new kind of entity â€” a familiar principle of the law of trusts: that a beneficiary (or "cestui que trust") could bring suit on behalf of a trust when a faithless trustee refused to do so. ...

IN THE MATTER OF DE SANCHEZ

... In 1927, two years before the Great Depression, Elizabeth Laurent de Sanchez, whose family owned a sugar plantation in Cuba, set up seven inter vivos trusts for the benefit of her six childrenâ€”Emilio (two trusts in his name), Jorge, Julio, Marcelo, Maria and Gabriela. ...

Matter of Mergenhagen

... as appealed from is unanimously reversed on the law without costs, 1487 the petitions are granted in part, the termination of trust dated October 10, 1994 is vacated, respondent David M. Mergenhagen is removed as trustee from the 1991 and 1994 irrevocable trusts, he is ...

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Lake Grove Trusts Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Janna Pearl Visconti

Doris Rompf

Catherine Taylor

Keith Weidman

Donald M. Spanton

Mark Shaban Eghrari

Rona Ilene Kugler

Annamarie Donovan

Michael H. Fier

Robin Burner Daleo

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LEGAL TERMS

QDOT TRUST

SPECIFIC BEQUEST

FUNDING A TRUST

TESTAMENTARY TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ADMINISTRATRIX

AUGMENTED ESTATE

DISINHERIT

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

Tzolis v. Wolff

IN THE MATTER OF DE SANCHEZ

Matter of Mergenhagen

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