Stratford Estate Planning Lawyer, New York

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Includes: Gift Taxation

Timothy F Wilkens

Real Estate, Estate Planning, Environmental Law, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Christopher John Dodd

International, Gift Taxation, Public Finance, Securities, Banking & Finance
Status:  Deceased *Status is reviewed annually. For latest information visit here           Licensed:  23 Years

Robert Crouse Baldwin

Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  39 Years

Timothy Johnson

Landlord-Tenant, Elder Law, Estate Planning, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Gerard J. Snyder

Real Estate, Estate Planning, Estate, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  43 Years

Ryan Frederick Coutlee

Health Care, Wills & Probate, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  22 Years

Rudolph William Sohl

Internet, Divorce, Criminal, Business, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  8 Years

Robert G. Randall

Commercial Real Estate, Government, Estate Planning, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  50 Years

Jeffrey N. Rheinhardt

Medicare & Medicaid, Wills & Probate, Estate Planning, Elder Law, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  43 Years

Robert Weeden Applegate

Commercial Real Estate, Estate Planning, Municipal, Private Schools
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  45 Years

Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

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.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

MARITAL LIFE ESTATE TRUST

See AB trust.

GRANTOR

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

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)
The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

FUNDING A TRUST

Transferring ownership of property to a trust.

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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