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Nick Khalifeh
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Lurie Strupinsky, LLP
8324 4th Ave Brooklyn, NY 11209» view map
Estate Law
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1. Nick Khalifeh Brooklyn, NY
  Attorney at Law - NY, 2017
  Western New England University J.D.
2. AboutLurie Strupinsky, LLP
  Set Your Sights On A Goal. We’ll Help You Achieve It.
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Philip C. Semprevivo

Estate Planning, Family Law, Corporate, Business Organization

Status: In Good Standing

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60 East 42nd Street, New York, NY 10165

David S. Rich

Criminal, Estate Planning, Family Law, Litigation

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1412 Broadway, New York, NY 10018

Jacob M. Dyckman

Real Estate, Trusts, Estate Planning, Business Organization

Status: In Good Standing

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292 Madison Avenue, New York, NY 10017

Susan H. Morton

Arbitration, Corporate, Entertainment, Estate Planning

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777 Third Avenue, New York, NY 10017

Jennifer A. Schwartz

Estate Planning, Family Law, Corporate, Bankruptcy

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360 Lexington Avenue, New York, NY 10017

Melissa Longo Munster

Corporate, Employment, Estate Planning, Family Law

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630 Third Avenue, New York, NY 10017

James McGarry

Farms, Estate Planning, Family Law, Corporate

Status: In Good Standing

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317 Madison Avenue, New York, NY 10017

Harvey Krauss

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing

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605 Third Avenue, New York, NY 10158

Ralph K. Smith

Estate Planning, Trusts

Status: In Good Standing

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605 Third Avenue, New York, NY 10158

Ashley Kirkham

Estate Planning, Tax, Trusts

Status: In Good Standing

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605 Third Avenue, New York, NY 10158

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

DEVISEE

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

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.'

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

FAMILY POT TRUST

See pot trust.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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 York Estate Planning Lawyer, New York, page 2

Sponsored Law Firm

Lurie Strupinsky, LLP

SPONSORED LAWYERS

Philip C. Semprevivo

David S. Rich

Jacob M. Dyckman

Susan H. Morton

Jennifer A. Schwartz

Melissa Longo Munster

James McGarry

Harvey Krauss

Ralph K. Smith

Ashley Kirkham

TIPS

LEGAL TERMS

CREDIT SHELTER TRUST

DEVISEE

GROSS ESTATE

DISTRIBUTEE

AUGMENTED ESTATE

ABSTRACT OF TRUST

FAMILY ALLOWANCE

FAMILY POT TRUST

PRETERMITTED HEIR

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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