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New York Estate Planning Lawyer, New York
Includes: Gift Taxation


Courtney  Davy Lawyer

Courtney Davy

VERIFIED
Civil Rights, Bankruptcy & Debt, Contract, Estate Planning, Criminal
Attorney Services

Courtney Davy proudly served his country as a member of the United States Marine Corps before receiving his Bachelor's and Juris Doctorate degrees. Co... (more)

FREE CONSULTATION 

CONTACT

800-683-0810

Jeffrey Francis Borrell Lawyer

Jeffrey Francis Borrell

VERIFIED
Personal Injury, Bankruptcy, Elder Law, Estate Planning, Workers' Compensation
BorrellandRiso LLP

We are a general practice firm and concentrate in the areas listed. We have 4 convenient locations: Staten Island,N.Y., Brooklyn N.Y., Matawan N.... (more)

FREE CONSULTATION 

CONTACT

800-854-5701

Lawrence M. Gordon Lawyer

Lawrence M. Gordon

VERIFIED
Alcoholic Beverages, Estate Planning, Accident & Injury, Commercial Real Estate, Residential Real Estate
Providing Solutions For Decades

Larry Gordon, an attorney practicing throughout Long Island and the five boroughs for four (4) decades is a highly acclaimed and respected legal pract... (more)

Ronald E. Stiskin Lawyer

Ronald E. Stiskin

VERIFIED
Estate Planning, Trusts, Wills & Probate, Disability, Special Education
Long term care & estate planning, & also representing children with disabilities and their families.

Ronald E. Stiskin is passionate about assisting families and individuals in transition. Whether securing educational services for children with specia... (more)

Ralph M. Stone

Corporate, Business Organization, Consumer Protection, Criminal, Estate Planning
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Jacob M. Dyckman

Business Organization, Estate Planning, Real Estate, Trusts
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Andrea Lowenthal

Elder Law, Estate Planning, Guardianships & Conservatorships, Mental Health, Medicare & Medicaid
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Dan Shaked

Bankruptcy, Corporate, Credit & Debt, Estate Planning, Family Law
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Avron I. Brog

Business Organization, Estate Planning, Trusts, Tax
Status:  In Good Standing           

Kevin M. Shelley

Franchising, Corporate, Securities, Contract, Estate Planning
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

800-923-0641

Free Help: Use This Form or Call 800-943-8690

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By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided may not be privileged or confidential.


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Easily find New York Estate Planning Lawyers and New York Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

DEVISEE

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

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.

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.

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.

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.'

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

CURATOR

See conservator.

HEIR APPARENT

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

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)
(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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). ...