Walton Estate Planning Lawyer, New York

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Includes: Gift Taxation

Francis William Wood

Commercial Real Estate, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  51 Years

Leonard Edward Sienko

Real Estate, Estate Planning, Defamation & Slander, Accident & Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Richard A. Harlem

Real Estate, Estate, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  42 Years

Theodore Richard Rogowski

Copyright, Estate Planning, Corporate, Commercial Bankruptcy
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  67 Years

Nancy B. Prior

Real Estate, Federal Appellate Practice, Estate Planning, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  41 Years

Donald Austin Odell

Commercial Real Estate, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  65 Years

Joshua Tyson Terrell

Power of Attorney, Traffic, Estate Planning, Personal Injury, Car Accident
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Timothy Johnson

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

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

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

Member Representative

Call me for fastest results!
800-943-8690

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

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Walton Estate Planning Lawyers and Walton Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

HEIR APPARENT

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

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

DEED OF TRUST

See trust deed.

IRREVOCABLE TRUST

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)
All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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.

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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