New York Estate Planning Lawyer, New York, page 2

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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

Arfa Mahmud

Estate Planning, Trusts

Status: In Good Standing

CONTACT

1010 Northern Blvd., Great Neck, NY 11021

Arthur Goldstein

Land Use & Zoning, Litigation, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

18 West Carver Street, Huntington, NY 11743

Arturo M. Boutin

Administrative Law, Directors & Officers, Estate Planning, Family Law

Status: In Good Standing

CONTACT

Two World Financial Center, New York, NY 10281

Ashley Kirkham

Estate Planning, Tax, Trusts

Status: In Good Standing

CONTACT

605 Third Avenue, New York, NY 10158

Barry D Marcus

Business Organization, Contract, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Bruce A. Blakeman

Banking & Finance, Estate Planning, Family Law, Real Estate

Status: In Good Standing

CONTACT

1111 Marcus Avenue, New Hyde Park, NY 11042

Carolyn J. Strassberg

Wills & Probate, Elder Law, Estate Planning, Wills

Status: In Good Standing

CONTACT

One Blue Hill Plaza, Pearl River, NY 10965

Claudio A. De Vellis

Business Successions, Gift Taxation, Estate Planning, Tax

Status: In Good Standing

CONTACT

1111 Marcus Avenue, New Hyde Park, NY 11042

Dan Shaked

Estate Planning, Corporate, Credit & Debt, Bankruptcy

Status: In Good Standing

FREE CONSULTATION

CONTACT

255 West 36Th Street, New York, NY 10018

David C. Jacobson

Corporate Tax, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

445 Broad Hollow Road, Melville, NY 11747

800-923-0641

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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

Ballon Stoll PC

SPONSORED LAWYERS

Arfa Mahmud

Arthur Goldstein

Arturo M. Boutin

Ashley Kirkham

Barry D Marcus

Bruce A. Blakeman

Carolyn J. Strassberg

Claudio A. De Vellis

Dan Shaked

David C. Jacobson

TIPS

LEGAL TERMS

EXEMPTION TRUST

TESTAMENTARY TRUST

PETITION

WARRANTY DEED

SELF-PROVING WILL

INTESTATE SUCCESSION

HOLOGRAPHIC WILL

BANKRUPTCY ESTATE

HEIR AT LAW

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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