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Rifton Estate Planning Lawyer, New York

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Includes: Gift Taxation

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1-10 of 17 matches. Page 1 of 2  

David A Roach

Real Estate, Trusts, Estate Planning, Personal Injury
Status:  In Good Standing           

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CONTACT
115 Green Street, Kingston, NY 12401
Profile LAWPOINTS™34/100
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Jacqueline L Heubach

Social Security -- Disability, State and Local, Estate Planning, Workers' Compensation
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT
115 Green Street, Kingston, NY 12401
Profile LAWPOINTS™40/100
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Michel P. Haggerty

Real Estate, Wills & Probate, Estate Planning, Elder Law
Status:  In Good Standing           
CONTACT
6367 Mill Street, Rhinebeck, NY 12572
Profile LAWPOINTS™34/100
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Robert F Volk

Social Security -- Disability, Estate Planning, Employment, Personal Injury
Status:  In Good Standing           Licensed:  43 Years
CONTACT
Kingston, NY 12402
Profile LAWPOINTS™31/100
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Ephie D. Trataros

Commercial Real Estate, Trusts, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  31 Years
CONTACT
70 Maiden Ln, Kingston, NY 12401
Profile LAWPOINTS™36/100
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Pamela Drugge Rusk

Wills, Trusts, Estate Planning, Estate, Elder Law
Status:  In Good Standing           Licensed:  37 Years
CONTACT
255 Fair St, Kingston, NY 12401
Profile LAWPOINTS™24/100
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Edmund Arthur Kavanagh

Estate Planning, Family Law, Bankruptcy, Personal Injury
Status:  In Good Standing           Licensed:  54 Years
CONTACT
255 Fair St, Kingston, NY 12402
Profile LAWPOINTS™19/100
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George Rusk

Real Estate, Lawsuit, Immigration, Estate Planning
Status:  In Good Standing           Licensed:  66 Years
CONTACT
255 Fair St, Kingston, NY 12401
Profile LAWPOINTS™29/100
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Joseph Michael Ingarra

Commercial Real Estate, Estate Planning, Family Law, Divorce
Status:  In Good Standing           Licensed:  51 Years
CONTACT
145 Wall St, Kingston, NY 12402
Profile LAWPOINTS™24/100
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Norman Kellar

Municipal, Estate Planning, Commercial Real Estate, Environmental Law Other
Status:  In Good Standing           Licensed:  85 Years
CONTACT
14 Pearl St, Kingston, NY 12401
Profile LAWPOINTS™19/100
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TIPS

Easily find Rifton Estate Planning Lawyers and Rifton Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

FUNDING A TRUST

Transferring ownership of property to a trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)
An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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