New Rochelle 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

Patricia G. Micek

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

Status: In Good Standing

FREE CONSULTATION

CONTACT

2180 Boston Post Road, Larchmont, NY 10538

William Maker

Estate Planning, Land Use & Zoning, Wills, Trusts

Status: In Good Standing

FREE CONSULTATION

CONTACT

2180 Boston Post Road, Larchmont, NY 10538

Barry D Marcus

Business Organization, Contract, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Jonathan S. Klein

Contract, Criminal, DUI-DWI, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Richard G. Gugliotta

Estate Administration, Estate Planning, Guardianships & Conservatorships, Living Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Street, New Rochelle, NY 10801

Lauren McCallion

Gift Taxation, Estate Administration, Estate Planning

Status: In Good Standing

CONTACT

909 Midland Avenue, Yonkers, NY 10704

Louis J Maggiotto

Estate Planning, Employment, Corporate, Antitrust

Status: In Good Standing Licensed: 51 Years

CONTACT

111 Kraft Ave, Bronxville, NY 10708

Vincent P. Fiore

Real Estate, Estate Planning, Family Law, Personal Injury

Status: In Good Standing Licensed: 30 Years

CONTACT

909 Midland Ave, Yonkers, NY 10704

Michael Camporeale

Estate Planning, Family Law, Elder Law

Status: In Good Standing

CONTACT

1600 Harrison Avenue, Mamaroneck, NY 10543

Robert C. Ollman

Real Estate, Estate Planning, Family Law, Personal Injury

Status: In Good Standing Licensed: 54 Years

CONTACT

145 Huguenot St, New Rochelle, NY 10801

800-923-0641

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LEGAL TERMS

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

HEIR APPARENT

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

DEVISEE

A person or entity who inherits real estate under the terms of a will.

CREDIT SHELTER TRUST

See AB trust.

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.

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.

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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New Rochelle Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Patricia G. Micek

William Maker

Barry D Marcus

Jonathan S. Klein

Richard G. Gugliotta

Lauren McCallion

Louis J Maggiotto

Vincent P. Fiore

Michael Camporeale

Robert C. Ollman

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

TRUST DEED

DEATH TAXES

LETTERS TESTAMENTARY

HEIR APPARENT

DEVISEE

CREDIT SHELTER TRUST

DISTRIBUTEE

SUMMARY PROBATE

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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