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West Oneonta Estate Planning Lawyer, New York

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Includes: Gift Taxation

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1-10 of 16 matches. Page 1 of 2  

Nancy B. Prior

Real Estate, Federal Appellate Practice, Estate Planning, Estate
Status:  In Good Standing           Licensed:  41 Years
CONTACT
Arkville, NY 12406
Profile LAWPOINTS™24/100
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Donald Austin Odell

Commercial Real Estate, Estate Planning
Status:  In Good Standing           Licensed:  65 Years
CONTACT
12 Armstrong Rd, Arkville, NY 12406
Profile LAWPOINTS™19/100
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Joshua Tyson Terrell

Power of Attorney, Traffic, Estate Planning, Personal Injury, Car Accident
Status:  In Good Standing           Licensed:  20 Years
CONTACT
60 Hawley St, Binghamton, NY 13902
Profile LAWPOINTS™34/100
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Howard Allen Port

General Practice
Status:  In Good Standing           Licensed:  54 Years
CONTACT
1060 Tunnel Ln, Cazenovia, NY 13035
Profile LAWPOINTS™24/100
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Timothy Johnson

Landlord-Tenant, Elder Law, Estate Planning, Business
Status:  In Good Standing           
CONTACT
203 Main Street, Cooperstown, NY 13326
Profile LAWPOINTS™19/100
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Ryan Frederick Coutlee

Health Care, Wills & Probate, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  22 Years
CONTACT
189 Cemetery Road, Fly Creek, NY 13337
Profile LAWPOINTS™24/100
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Leonard Edward Sienko

Real Estate, Estate Planning, Defamation & Slander, Accident & Injury
Status:  In Good Standing           
CONTACT
12 E Main St, Hancock, NY 13783
Profile LAWPOINTS™34/100
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Jeffrey N. Rheinhardt

Medicare & Medicaid, Wills & Probate, Estate Planning, Elder Law, Personal Injury
Status:  In Good Standing           Licensed:  43 Years
CONTACT
85 Otsego Street, Ilion, NY 13357
Profile LAWPOINTS™36/100
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Robert Weeden Applegate

Commercial Real Estate, Estate Planning, Municipal, Private Schools
Status:  In Good Standing           Licensed:  44 Years
CONTACT
38 Morgan St, Ilion, NY 13357
Profile LAWPOINTS™19/100
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Theodore Richard Rogowski

Copyright, Estate Planning, Corporate, Commercial Bankruptcy
Status:  In Good Standing           Licensed:  67 Years
CONTACT
1924 Beaverkill Rd, Livingston Manor, NY 12758
Profile LAWPOINTS™24/100
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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CERTIFICATION OF TRUST

See abstract of trust.

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)
The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.

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.

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.

FAMILY POT TRUST

See pot trust.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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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