Richmond County, NY Estate Planning Lawyers

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Jeffrey F.P. Borrell
Our Lawyers | Services
Borrell & Riso, LLP
1500 Hylan Boulevard Staten Island, NY 10305Â» view map
Estate Planning
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Our firm takes great pride in offering you a wide range of specialized legal services. Our goal is to achieve the highest results in an efficient, professional, and effective manner.

800-854-5701
1. Jeffrey Borrell Staten Island, NY
  Attorney at Law - NY, 1984
  Howard University, J.D. - 1982
2. Our LawyersAbout Their Expertise
  The lawyers at Borrell & Riso, LLP, a full-service law firm.
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Includes: Gift Taxation

Maria D. Spero

Real Estate, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

25 Manor Road, Staten Island, NY 10310

Louis Lepore

Estate Administration, Estate Planning, Elder Law, Corporate

Status: In Good Standing

CONTACT

885 Huguenot Avenue, Staten Island, NY 10312

Marissa Jones

Real Estate, Estate, Elder Law, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

420 Forest Avenue, Staten Island, NY 10301

Eric M. Gansberg

Real Estate, Estate Planning, Family Law, Child Support

Status: In Good Standing Licensed: 41 Years

CONTACT

Staten Island, NY 10306

Louis P Lepore

International Tax, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

885 Huguenot Ave, Staten Island, NY 10312

Louis P. Lepore

International Tax, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

885 Huguenot Ave, Staten Island, NY 10312

Anthony S. Danna

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

Status: In Good Standing Licensed: 30 Years

CONTACT

406 Forest Ave, Staten Island, NY 10301

Nathan David Anderson

International Tax, Estate Planning, Elder Law, Non-profit

Status: In Good Standing Licensed: 21 Years

CONTACT

412 Delafield Ave, Staten Island, NY 10310

Stefanie L. DeMario-Germershausen

Elder Law, Estate Planning, Wills & Probate, Medicare & Medicaid, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

60 Bay St Ph, Staten Island, NY 10301

Nathan Anderson

International Tax, Estate Planning, Elder Law, Non-profit

Status: In Good Standing Licensed: 21 Years

CONTACT

412 Delafield Ave, Staten Island, NY 10310

800-923-0641

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LEGAL TERMS

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

GRANTOR

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

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

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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Richmond County, NY Estate Planning Lawyers

Sponsored Law Firm

Borrell & Riso, LLP

SPONSORED LAWYERS

Maria D. Spero

Louis Lepore

Marissa Jones

Eric M. Gansberg

Louis P Lepore

Louis P. Lepore

Anthony S. Danna

Nathan David Anderson

Stefanie L. DeMario-Germershausen

Nathan Anderson

TIPS

LEGAL TERMS

PER CAPITA

SPECIAL ADMINISTRATOR

GRANTOR

ACCUMULATION TRUST

CERTIFIED COPY

MINERAL RIGHTS

ESTATE TAXES

SECONDARY MEANING

OFFICER

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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