Lindenhurst 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

Laura Ann Ellis

Estate Planning, Wills & Probate, Trusts

Status: In Good Standing Licensed: 33 Years

CONTACT

80 Broadway, Amityville, NY 11701

Gerard J. Glass

Election & Political, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 40 Years

CONTACT

72 E Main St, Babylon, NY 11702

Michael Gimenez Diaz

Commercial Real Estate, Estate Planning, Estate, Family Law, Criminal

Status: In Good Standing

CONTACT

99 North Emerson Avenue, Copiague, NY 11726

Patricia Ann Unz

Litigation, Estate Planning, Criminal, Business & Trade

Status: In Good Standing Licensed: 30 Years

CONTACT

77 Conklin St, Farmingdale, NY 11735

Mark Montanaro

Criminal, Estate Planning, Real Estate, Accident & Injury, Business

Status: In Good Standing Licensed: 11 Years

FREE CONSULTATION

CONTACT

100 Broadhollow Road, Farmingdale, NY 11735

Adam Jay Gottlieb

International Tax, Elder Law, Estate Planning, Estate

Status: In Good Standing

CONTACT

100 Broadhollow Rd, Farmingdale, NY 11735

Richard James Burke

Estate, Wills & Probate, Trusts, Estate Planning, Real Estate Other

Status: In Good Standing Licensed: 42 Years

CONTACT

500 Bi County Blvd, Farmingdale, NY 11735

Edward Horn

Wills, Estate Planning, Personal Injury

Status: In Good Standing Licensed: 49 Years

CONTACT

3 Delta Rd, Massapequa, NY 11758

Robert T. Rinear

Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

112 Farmingdale Road (Route 109), West Babylon, NY 11704

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

WARRANTY DEED

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

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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Lindenhurst Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Laura Ann Ellis

Gerard J. Glass

Michael Gimenez Diaz

Patricia Ann Unz

Mark Montanaro

Adam Jay Gottlieb

Richard James Burke

Edward Horn

Robert T. Rinear

TIPS

LEGAL TERMS

HEIR APPARENT

BENEFICIARY

SPRINKLING TRUST

WARRANTY DEED

ADMINISTRATRIX

ABSTRACT OF TRUST

SUMMARY PROBATE

DISTRIBUTEE

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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