Southold 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
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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

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

Bernadette E. Tuthill

Corporate, Estate Planning, Guardianships & Conservatorships, Trusts

Status: In Good Standing

CONTACT

33 West 2nd Street, Riverhead, NY 11901

Carolyn Daley Scott

Corporate Tax, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

East Moriches, NY 11940

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

Edward B. Pennfield

General Practice

Status: In Good Standing Licensed: 54 Years

CONTACT

60 Cedar Ln, Remsenburg, NY 11960

Georgia Artemios Tsismenakis

Corporate Tax, Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

55000 Main Road, Southold, NY 11971

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

Joseph W. Mcheffey

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 43 Years

CONTACT

220 Main St, Center Moriches, NY 11934

Martin R. Gilmartin

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

Status: In Good Standing

CONTACT

30 Main Street, Southampton, NY 11968

800-923-0641

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LEGAL TERMS

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.'

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

DEVISEE

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

KINDRED

Under some state's probate codes, all relatives of a deceased person.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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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Southold Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Richard T. Haefeli

Andrew P. Ross

Bernadette E. Tuthill

Carolyn Daley Scott

Denise Rae Schoen

Edward B. Pennfield

Georgia Artemios Tsismenakis

Jay Paul Sheryll

Joseph W. Mcheffey

Martin R. Gilmartin

TIPS

LEGAL TERMS

INCOMPETENCE

DEATH TAXES

RESIDUARY ESTATE

AB TRUST

HEIR APPARENT

DEVISEE

KINDRED

SPRINKLING TRUST

ENTITY

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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