Port Chester 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

Adam L. Scharf

Criminal, Estate Planning, Family Law, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

1025 Westchester Avenue, West Harrison, NY 10604

Anthony L. Zanazzi

Real Estate, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing

CONTACT

235 Main Street, White Plains, NY 10601

Jeffrey J. Coniaris

General Practice

Status: In Good Standing Licensed: 42 Years

CONTACT

700 Anderson Hill Rd, Purchase, NY 10577

Elliot J. Danziger

Landlord-Tenant, State Appellate Practice, Estate Planning, Divorce

Status: In Good Standing

CONTACT

800 Westchester Ave, Port Chester, NY 10573

Bernard Alan Krooks

Estate Planning, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing

CONTACT

800 Westchester Ave, Port Chester, NY 10573

Steven A. Ruskin

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 57 Years

CONTACT

7 Doral Greens Drive West, Port Chester, NY 10573

Christina Elisabeth Tretter-Herriger

Wills, Estate Planning, Corporate

Status: In Good Standing Licensed: 14 Years

CONTACT

16 Beverly Rd, Purchase, NY 10577

Christina Elisabeth Tretter-herriger

General Practice

Status: In Good Standing Licensed: 14 Years

CONTACT

16 Beverly Rd, Purchase, NY 10577

Angelo John Loumbas

Wills & Probate, Trusts, Estate Planning, Non-profit

Status: In Good Standing Licensed: 31 Years

CONTACT

2000 Westchester Ave, Purchase, NY 10577

Angelo J. Loumbas

Wills & Probate, Trusts, Estate Planning, Non-profit

Status: In Good Standing Licensed: 31 Years

CONTACT

2000 Westchester Ave, Purchase, NY 10577

800-923-0641

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LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

FUNDING A TRUST

Transferring ownership of property to a trust.

CREDIT SHELTER TRUST

See AB trust.

GRANTOR

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

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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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Port Chester Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Adam L. Scharf

Anthony L. Zanazzi

Jeffrey J. Coniaris

Elliot J. Danziger

Bernard Alan Krooks

Steven A. Ruskin

Christina Elisabeth Tretter-Herriger

Christina Elisabeth Tretter-herriger

Angelo John Loumbas

Angelo J. Loumbas

TIPS

LEGAL TERMS

INVESTOR

FUNDING A TRUST

CREDIT SHELTER TRUST

GRANTOR

LIVING TRUST

INCOMPETENCE

PERSONAL PROPERTY

QTIP TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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