Shelter Island Heights Estate Planning Lawyer, New York

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Robert Klipstein
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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
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Includes: Gift Taxation

Richard T. Haefeli

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Estate Planning, Residential Real Estate, Land Use & Zoning, Lawsuit & Dispute

Richard T. Haefeli has over 38 years of experience practicing on the eastern end of Long Island. An experienced litigator, Mr. Haefeli has litigated c... (more)

CONTACT

631-288-4300

48 Main St, Westhampton Beach, NY 11978

Andrew P. Ross

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

117A South Midway Road, Shelter Island, NY 11964

Georgia Artemios Tsismenakis

Corporate Tax, Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

55000 Main Road, Southold, NY 11971

Denise Rae Schoen

Land Use & Zoning, Real Estate, Immigration, Estate Planning

Status: In Good Standing Licensed: 27 Years

CONTACT

9 North Main Street, East Hampton, NY 11937

Michael G. Walsh

Other, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

860 Montauk Hwy, Water Mill, NY 11976

Michael G. Walsh

Other, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

860 Montauk Hwy, Water Mill, NY 11976

Martin R. Gilmartin

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

Status: In Good Standing

CONTACT

30 Main Street, Southampton, NY 11968

William G. Goode

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 24 Years

FREE CONSULTATION

CONTACT

36 Good Ground Rd, Hampton Bays, NY 11946

Jay Paul Sheryll

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

Status: In Good Standing Licensed: 9 Years

CONTACT

633 E Main St, Riverhead, NY 11901

Thomas A. Twomey

Litigation, Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

Riverhead, NY 11901

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

DEVISEE

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

FUNDING A TRUST

Transferring ownership of property to a trust.

CERTIFICATION OF TRUST

See abstract of trust.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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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Shelter Island Heights Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Richard T. Haefeli

Andrew P. Ross

Georgia Artemios Tsismenakis

Denise Rae Schoen

Michael G. Walsh

Michael G. Walsh

Martin R. Gilmartin

William G. Goode

Jay Paul Sheryll

Thomas A. Twomey

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

DEVISEE

FUNDING A TRUST

CERTIFICATION OF TRUST

QTIP TRUST

IN TERROREM

POWER OF APPOINTMENT

FINAL BENEFICIARY

PUBLISHED WORK

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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