Tully Trusts 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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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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Karen Karhar Martin

Trusts, Family Law, Contract, Bankruptcy, International Tax

Status: Licensed: 23 Years

CONTACT

4874 Onondaga Rd, Syracuse, NY 13215

Stephen T. McMahon

Mental Health, Wills & Probate, Trusts, Estate Planning, Health Care

Status: Licensed: 39 Years

CONTACT

4942 Bulrush Rd, Syracuse, NY 13215

John Joseph Falge

Real Estate, Trusts, Elder Law, Personal Injury

Status: Licensed: 38 Years

CONTACT

2717 Bellevue Ave, Syracuse, NY 13219

Robert David Scolaro

Trusts, Family Law, Elder Law, Corporate

Status: Licensed: 24 Years

CONTACT

6832 E Genesee St, Fayetteville, NY 13066

Cynthia Maxwell Curtin

Land Use & Zoning, Municipal, Trusts, Employee Rights

Status: Licensed: 40 Years

CONTACT

42 Albany St, Cazenovia, NY 13035

Timothy Humphrey Doolittle

Estate, Wills & Probate, Trusts

Status: Licensed: 12 Years

CONTACT

Syracuse, NY 13214

Martin Leon Fried

International Tax, International, Trusts, Estate

Status: Licensed: 66 Years

CONTACT

100 Madison St, Syracuse, NY 13202

James Edward Mackin

Other, Trusts, Estate

Status: Licensed: 55 Years

CONTACT

1 Lincoln Ctr, Syracuse, NY 13202

Suzanne M. Messer

Litigation, Lawsuit & Dispute, Health Care, Trusts

Status: Licensed: 18 Years

CONTACT

1 Lincoln Ctr, Syracuse, NY 13202

Sarah Margaret Harvey

Employee Rights, Securities, Bankruptcy, Household Mold, Trusts

Status: Licensed: 10 Years

CONTACT

1 Lincoln Center, Syracuse, NY 13202

800-923-0641

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LEGAL TERMS

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.

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.

CERTIFICATION OF TRUST

See abstract of trust.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

CREDIT SHELTER TRUST

See AB trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SAMPLE LEGAL CASES

Tzolis v. Wolff

... Chancellor Walworth applied to a joint stock corporation â€” then a fairly new kind of entity â€” a familiar principle of the law of trusts: that a beneficiary (or "cestui que trust") could bring suit on behalf of a trust when a faithless trustee refused to do so. ...

IN THE MATTER OF DE SANCHEZ

... In 1927, two years before the Great Depression, Elizabeth Laurent de Sanchez, whose family owned a sugar plantation in Cuba, set up seven inter vivos trusts for the benefit of her six childrenâ€”Emilio (two trusts in his name), Jorge, Julio, Marcelo, Maria and Gabriela. ...

Matter of Mergenhagen

... as appealed from is unanimously reversed on the law without costs, 1487 the petitions are granted in part, the termination of trust dated October 10, 1994 is vacated, respondent David M. Mergenhagen is removed as trustee from the 1991 and 1994 irrevocable trusts, he is ...

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Tully Trusts Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Karen Karhar Martin

Stephen T. McMahon

John Joseph Falge

Robert David Scolaro

Cynthia Maxwell Curtin

Timothy Humphrey Doolittle

Martin Leon Fried

James Edward Mackin

Suzanne M. Messer

Sarah Margaret Harvey

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

DEATH TAXES

CERTIFICATION OF TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

REMAINDERMAN

CREDIT SHELTER TRUST

TRUST MERGER

TAKING AGAINST THE WILL

PER CAPITA

SAMPLE LEGAL CASES

Tzolis v. Wolff

IN THE MATTER OF DE SANCHEZ

Matter of Mergenhagen

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