Tuckahoe Estate Planning Lawyer, New York

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Includes: Gift Taxation

Patricia G. Micek

Elder Law, Estate Planning, Wills & Probate, Elder Law
Status:  In Good Standing           

FREE CONSULTATION 

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William Maker

Estate Planning, Land Use & Zoning, Wills, Trusts
Status:  In Good Standing           

FREE CONSULTATION 

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Barry D Marcus

Business Organization, Contract, Estate Planning, Family Law
Status:  In Good Standing           

FREE CONSULTATION 

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Jonathan S. Klein

Contract, Criminal, DUI-DWI, Estate Planning
Status:  In Good Standing           

FREE CONSULTATION 

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Anthony L. Zanazzi

Real Estate, Wills & Probate, Estate Planning, Corporate
Status:  In Good Standing           

Richard G. Gugliotta

Estate Administration, Estate Planning, Guardianships & Conservatorships, Living Wills
Status:  In Good Standing           

FREE CONSULTATION 

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Lauren McCallion

Gift Taxation, Estate Administration, Estate Planning
Status:  In Good Standing           

Louis J Maggiotto

Estate Planning, Employment, Corporate, Antitrust
Status:  In Good Standing           Licensed:  51 Years

Vincent P. Fiore

Real Estate, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing           Licensed:  30 Years

Christopher P. Keenan

Construction, Estate Planning, Employment, Family Law
Status:  In Good Standing           Licensed:  34 Years

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

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)
A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

NET ESTATE

The value of all property owned at death less liabilities or debts.

TITLE COMPANY

A company that issues title insurance.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)
An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)
All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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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