Patchogue 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

Carolyn Daley Scott

Corporate Tax, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

East Moriches, NY 11940

Edward B. Pennfield

General Practice

Status: In Good Standing Licensed: 54 Years

CONTACT

60 Cedar Ln, Remsenburg, NY 11960

John Edward Messinetti

Traffic, Estate Planning, Elder Law, Bankruptcy

Status: In Good Standing Licensed: 56 Years

CONTACT

210 William Floyd Pkwy, Shirley, NY 11967

John Edward Messinetti

Traffic, Estate Planning, Elder Law, Bankruptcy

Status: In Good Standing Licensed: 56 Years

CONTACT

210 William Floyd Pkwy, Shirley, NY 11967

Joseph W. Mcheffey

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

220 Main St, Center Moriches, NY 11934

Lawrence Joseph Holt

Municipal, Wills & Probate, Wills, Estate Planning

Status: In Good Standing Licensed: 65 Years

CONTACT

910 Middle Country Rd, Selden, NY 11784

Leslie Marie Schmidt

Litigation, Estate Planning, Divorce, Personal Injury

Status: In Good Standing Licensed: 28 Years

CONTACT

100 Austin St, Patchogue, NY 11772

Marianne S Rantala

General Practice

Status: In Good Standing

CONTACT

124 Medford Ave, Patchogue, NY 11772

Penny S Slomovitz Glaser

Real Estate, Estate Planning, Sexual Harassment, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 36 Years

CONTACT

755 Waverly Avenue, Holtsville, NY 11742

Richard Jay Cohen

Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

228 E Main St, Patchogue, NY 11772

800-923-0641

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LEGAL TERMS

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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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Patchogue Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Carolyn Daley Scott

Edward B. Pennfield

John Edward Messinetti

John Edward Messinetti

Joseph W. Mcheffey

Lawrence Joseph Holt

Leslie Marie Schmidt

Marianne S Rantala

Penny S Slomovitz Glaser

Richard Jay Cohen

TIPS

LEGAL TERMS

GROSS ESTATE

TAKING AGAINST THE WILL

QTIP TRUST

PREDECEASED SPOUSE

CERTIFIED COPY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

PERSONAL PROPERTY

TRUSTEE POWERS

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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