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Orange County, NY Estate Planning Lawyers

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Includes: Gift Taxation

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1-10 of 16 matches. Page 1 of 2  

Arthur Shapiro

Real Estate, Estate Planning, Family Law, Criminal
Status:  In Good Standing           
CONTACT
10 Matthews Street, Goshen, NY 10924
Profile LAWPOINTS™45/100
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Marcia A. Jacobowitz

Agriculture, Estate Planning, Corporate, Business Organization
Status:  In Good Standing           
CONTACT
158 Orange Avenue, Walden, NY 12586
Profile LAWPOINTS™45/100
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Richard B Golden

Construction, Estate Planning, Corporate, Contract
Status:  In Good Standing           
CONTACT
40 Matthews St., Goshen, NY 10924
Profile LAWPOINTS™36/100
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John W. Cobb

Bankruptcy, Contract, Criminal, Estate Planning
Status:  In Good Standing           

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CONTACT
724 Broadway, Newburgh, NY 12550
Profile LAWPOINTS™36/100
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Jason Rosenwasser

Estate Planning, Family Law, Litigation, Car Accident
Status:  In Good Standing           
CONTACT
201 Ward Street, Montgomery, NY 12549
Profile LAWPOINTS™36/100
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Suzan Dann Paras

Wills & Probate, Estate Planning, Legal Malpractice, Animal Bite
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT
1 Dolson Ave., Middletown, NY 10940
Profile LAWPOINTS™36/100
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Scott R. Goldstein

Social Security -- Disability, Estate Planning, Workers' Compensation, Employment
Status:  In Good Standing           Licensed:  30 Years
CONTACT
100 Crystal Run Rd, Middletown, NY 10941
Profile LAWPOINTS™42/100
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William J. Larkin

Estate Planning, Family Law, Divorce, Criminal
CONTACT
356 Meadow Avenue, Newburgh, NY 12550
Profile LAWPOINTS™38/100
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George F. Stradar

Business, Estate Planning, Corporate, Real Estate, Trusts
Status:  In Good Standing           
CONTACT
One Corwin Ct, Newburgh, NY 12550
Profile LAWPOINTS™34/100
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Elizabeth A. Stradar

Business, Estate Planning, Corporate, Real Estate, Trusts
Status:  In Good Standing           
CONTACT
One Corwin Court, Newburgh, NY 12550
Profile LAWPOINTS™34/100
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Easily find New York Estate Planning Lawyers and New York Estate Planning Law Firms for your location. Narrow your Estate Planning attorney search for New York by major city or a specific New York city using the city list. Or search for New York Estate Planning attorneys by county. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SURROGATE COURT

See probate court.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

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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