Pulaski 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

David L Delvecchio

Bankruptcy, Contract, Estate Planning, Family Law

Status: In Good Standing

CONTACT

109 South Warren Street, Syracuse, NY 13202

Jason L. Cassidy

Criminal, Estate Planning, Family Law, Litigation, Workers' Compensation

Status: In Good Standing

CONTACT

3300 Vickery Road, Syracuse, NY 13212

Michael J. Ranieri

Animal Bite, Criminal, DUI-DWI, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

407 South Warren Street, Syracuse, NY 13202

Aaron Daniel Frishman

Medicare & Medicaid, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

110 W Fayette St, Syracuse, NY 13202

Aaron Daniel Frishman

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

Status: In Good Standing

CONTACT

110 W Fayette St, Syracuse, NY 13202

Alan John Willmes

Traffic, Nursing Home, Estate Planning, Transactions

Status: In Good Standing Licensed: 33 Years

CONTACT

119 Church St, Syracuse, NY 13212

Anthony Frank Copani

Estate Planning, Civil & Human Rights, Business, Bankruptcy & Debt

Status: In Good Standing Licensed: 41 Years

CONTACT

224 Harrison St, Syracuse, NY 13202

Benjamin D Levine

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

614 James Street, Syracuse, NY 13203

Benjamin David Levine

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

614 James Street, Syracuse, NY 13203

Catherine Alexandria Ray

Estate Planning, Employment, Business

Status: In Good Standing

CONTACT

110 W Fayette St, Syracuse, NY 13202

800-923-0641

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LEGAL TERMS

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

NET ESTATE

The value of all property owned at death less liabilities or debts.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

FAILURE OF ISSUE

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

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.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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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Pulaski Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

David L Delvecchio

Jason L. Cassidy

Michael J. Ranieri

Aaron Daniel Frishman

Aaron Daniel Frishman

Alan John Willmes

Anthony Frank Copani

Benjamin D Levine

Benjamin David Levine

Catherine Alexandria Ray

TIPS

LEGAL TERMS

REMAINDERMAN

FINAL BENEFICIARY

INTESTATE SUCCESSION

INHERIT

NET ESTATE

BYPASS TRUST

FAILURE OF ISSUE

GROSS ESTATE

SPENDTHRIFT TRUST

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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