Mohawk 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

Alison J. Steates

Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

408 Lomond Pl, Utica, NY 13502

Brian Joseph Ehrhard

Estate Planning, Family Law, Divorce

Status: In Good Standing Licensed: 16 Years

CONTACT

2219 Genesee St, Utica, NY 13501

Carl S. Dziekan

International Tax, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

408 Lomond Pl, Utica, NY 13502

David J Zumpano

Wills, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

555 French Rd, New Hartford, NY 13413

David Joseph Zumpano

Wills, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

555 French Rd, New Hartford, NY 13413

Elizabeth Ann Evans

Other, Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

555 French Rd, New Hartford, NY 13413

F Paul Steates

International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

408 Lomond Pl, Utica, NY 13502

Geoffrey Alton Hampton

International Tax, Estate Planning, Elder Law, Business & Trade

Status: In Good Standing Licensed: 69 Years

CONTACT

2621 Genesee Street, Utica, NY 13501

Gerard J. Snyder

Real Estate, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

Dolgeville, NY 13329

Grant E. Johnson

Immigration, Estate Planning, Divorce, Bankruptcy

Status: In Good Standing Licensed: 66 Years

CONTACT

405 Court St, Utica, NY 13502

800-923-0641

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LEGAL TERMS

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.

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.

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.'

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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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Mohawk Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Alison J. Steates

Brian Joseph Ehrhard

Carl S. Dziekan

David J Zumpano

David Joseph Zumpano

Elizabeth Ann Evans

F Paul Steates

Geoffrey Alton Hampton

Gerard J. Snyder

Grant E. Johnson

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

CERTIFIED COPY

LIVING TRUST

GENERATION-SKIPPING TRANSFER TAX

WILL

DISTRIBUTEE

RESIDUARY ESTATE

SWEARING MATCH

IRREVOCABLE TRUST

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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