Penfield 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

Jacqueline A. Constantino

Wills & Probate, Trusts, Estate Planning, Estate

Status:

CONTACT

3380 Monroe Avenue, Rochester, NY 14618

Richard S. Brovitz

Estate Planning, Corporate, Business Organization, Banking & Finance

Status:

CONTACT

295 Woodcliff Dr., Fairport, NY 14450

Andrew R. Randisi

Health Care, Estate Planning, Estate, Civil & Human Rights

Status: Licensed: 22 Years

CONTACT

290 Linden Oaks, Rochester, NY 14625

Ann Patricia Servatius

Tax, Gift Taxation

Status: Licensed: 30 Years

CONTACT

121 Overbrook Rd, Rochester, NY 14618

Danielle Bethany Ridgely

Estate Planning, Merger & Acquisition, Partnerships

Status: Licensed: 9 Years

CONTACT

255 Fairport Rd, East Rochester, NY 14445

David Clayton Pettig

General Practice

Status: Licensed: 47 Years

CONTACT

16 Circle Wood Rd, Rochester, NY 14625

Edward David Bloom

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: Licensed: 55 Years

CONTACT

65 Trevor Court Rd, Rochester, NY 14610

Edward C. Radin

Estate Planning, Estate, Civil & Human Rights, Business

Status: Licensed: 47 Years

CONTACT

350 Linden Oaks, Rochester, NY 14625

Elizabeth Kathryn Randisi

Estate Planning, Estate

Status:

CONTACT

290 Linden Oaks, Rochester, NY 14625

Eugene Vanvoorhis

International, Estate, Land Use & Zoning, Wills & Probate, Estate Planning

Status: Licensed: 67 Years

CONTACT

300 Linden Oaks, Rochester, NY 14625

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SURROGATE COURT

See probate court.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

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.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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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Penfield Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Jacqueline A. Constantino

Richard S. Brovitz

Andrew R. Randisi

Ann Patricia Servatius

Danielle Bethany Ridgely

David Clayton Pettig

Edward David Bloom

Edward C. Radin

Elizabeth Kathryn Randisi

Eugene Vanvoorhis

TIPS

LEGAL TERMS

FAMILY POT TRUST

BENEFICIARY

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SURROGATE COURT

TRUST CORPUS

FAMILY ALLOWANCE

PRETERMITTED HEIR

FAILURE OF ISSUE

STATUTORY SHARE

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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