Mendon 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
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Adam Brunner

Trusts, Commercial Real Estate, Estate Planning, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

39 Deer Creek Rd, Pittsford, NY 14534

Jeffrey Franklin De Voesick

Tax, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 26 Years

CONTACT

1080 Pittsford Victor Rd, Pittsford, NY 14534

Amanda Heusner Klier

International, Trusts, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

26 Wood Stone Rise, Pittsford, NY 14534

David Michael Mehalick

Trusts, Employee Rights, Corporate, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

David Michael Mehalick

Trusts, Employee Rights, Corporate, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

Christopher A. Di Pasquale

Litigation, International Tax, Trusts, Employee Rights, Business

Status: In Good Standing Licensed: 37 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

Amanda Carden Agins

Industry Specialties, Trusts, Employment

Status: In Good Standing Licensed: 14 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

David Christopher Sieling

Personal Injury, Trusts, Litigation, Estate

Status: In Good Standing

CONTACT

29 W Main St, Honeoye Falls, NY 14472

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

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.

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.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

LIFE BENEFICIARY

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

NET ESTATE

The value of all property owned at death less liabilities or debts.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

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.

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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Mendon Trusts Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Adam Brunner

Jeffrey Franklin De Voesick

Amanda Heusner Klier

David Michael Mehalick

David Michael Mehalick

Christopher A. Di Pasquale

Amanda Carden Agins

David Christopher Sieling

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LEGAL TERMS

FAMILY POT TRUST

CERTIFIED COPY

GENERATION-SKIPPING TRUST

RULE AGAINST PERPETUITIES

LIFE BENEFICIARY

NET ESTATE

LIVING TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ENDOWMENT INSURANCE

SAMPLE LEGAL CASES

Tzolis v. Wolff

IN THE MATTER OF DE SANCHEZ

Matter of Mergenhagen

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