Westchester County, NY Estate Planning Lawyers

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Robert Klipstein
About | Practice Areas
Ballon Stoll PC
810 7th Ave Suite 405 New York, NY 10019» view map
Immigration Law
Counselors At Law

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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Includes: Gift Taxation

Patricia G. Micek

Elder Law, Estate Planning, Wills & Probate, Elder Law

Status:

FREE CONSULTATION

CONTACT

2180 Boston Post Road, Larchmont, NY 10538

William Maker

Estate Planning, Land Use & Zoning, Wills, Trusts

Status:

FREE CONSULTATION

CONTACT

2180 Boston Post Road, Larchmont, NY 10538

Barry D Marcus

Business Organization, Contract, Estate Planning, Family Law

Status:

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Jonathan S. Klein

Contract, Criminal, DUI-DWI, Estate Planning

Status:

FREE CONSULTATION

CONTACT

145 Huguenot Avenue, New Rochelle, NY 10801

Adam L. Scharf

Criminal, Estate Planning, Family Law, Real Estate

Status:

FREE CONSULTATION

CONTACT

1025 Westchester Avenue, West Harrison, NY 10604

Richard G. Gugliotta

Estate Administration, Estate Planning, Guardianships & Conservatorships, Living Wills, Income Tax

Status:

FREE CONSULTATION

CONTACT

145 Huguenot Street, New Rochelle, NY 10801

Lauren McCallion

Gift Taxation, Estate Administration, Estate Planning

Status:

CONTACT

909 Midland Avenue, Yonkers, NY 10704

Susan B. Slater-Jansen

Estate, Estate Planning, Trusts, Wills & Probate

Status: Licensed: 43 Years

FREE CONSULTATION

CONTACT

399 Knollwood Road, White Plains, NY 10603

Margaretha L. Gravett

Estate Planning, Family Law, Child Support, Elder Law, Landlord-Tenant

Status: Licensed: 24 Years

CONTACT

118 N Bedford Rd, Mount Kisco, NY 10549

Christopher P. Keenan

Construction, Estate Planning, Employment, Family Law, Accident & Injury

Status: Licensed: 34 Years

CONTACT

170 Hamilton Ave, White Plains, NY 10601

800-923-0641

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LEGAL TERMS

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

FAMILY POT TRUST

See pot trust.

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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Westchester County, NY Estate Planning Lawyers

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Patricia G. Micek

William Maker

Barry D Marcus

Jonathan S. Klein

Adam L. Scharf

Richard G. Gugliotta

Lauren McCallion

Susan B. Slater-Jansen

Margaretha L. Gravett

Christopher P. Keenan

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

INHERITANCE TAXES

HOLOGRAPHIC WILL

ALTERNATE BENEFICIARY

LIVING TRUST

SPECIAL ADMINISTRATOR

ANCILLARY PROBATE

ADMINISTRATRIX

FAMILY POT TRUST

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 70