Walker Valley Estate Planning Lawyer, New York

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Includes: Gift Taxation

Arthur Shapiro

Real Estate, Estate Planning, Family Law, Criminal
Status:  In Good Standing           

Richard B Golden

Construction, Estate Planning, Corporate, Contract
Status:  In Good Standing           

Suzan Dann Paras

Wills & Probate, Estate Planning, Legal Malpractice, Animal Bite
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Jason Rosenwasser

Estate Planning, Family Law, Litigation, Car Accident
Status:  In Good Standing           

John W. Cobb

Bankruptcy, Contract, Criminal, Estate Planning
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Marcia A. Jacobowitz

Agriculture, Estate Planning, Corporate, Business Organization
Status:  In Good Standing           

Bruce Bennett Wood

Litigation, International Tax, Estate Planning, Business
Status:  In Good Standing           

Patricia Ann Cocchia

Commercial Real Estate, Estate Planning, Family Law, Civil Rights
Status:  In Good Standing           Licensed:  26 Years

Kevin V. Brennan

Commercial Real Estate, Estate Planning, Criminal
Status:  In Good Standing           Licensed:  49 Years

Stephen Roe Hunter

Commercial Real Estate, Estate Planning, DUI-DWI, Criminal
Status:  In Good Standing           Licensed:  52 Years

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

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800-943-8690

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LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

KINDRED

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

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)
A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)
A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)
The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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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