Westchester County, NY Estate Planning Lawyers, page 3

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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

Jonathan Jervis Lanman

Real Estate, Estate Planning, Elder Law, Trusts

Status: In Good Standing

CONTACT

1133 Westchester Avenue, West Harrison, NY 10604

Susette Lucia Acocella

Estate Planning, Guardianships & Conservatorships, Trusts, Estate

Status: In Good Standing

CONTACT

1133 Westchester Avenue, West Harrison, NY 10604

Corey B. Rabin

Real Estate, Estate Planning

Status: In Good Standing

CONTACT

44 Church St, White Plains, NY 10601

Marianne L. Sussman

Commercial Real Estate, Litigation, Estate Planning, Guardianships & Conservatorships

Status: Retired Licensed: 45 Years

CONTACT

222 Bloomingdale Rd, White Plains, NY 10605

Stephen J. Schwartz

Real Estate, Estate Planning, Family Law, Transactions

Status: In Good Standing

CONTACT

33 Wyndham Close, White Plains, NY 10605

Anthony J. Enea

Nursing Home, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

245 Main Street, White Plains, NY 10601

Elliot J. Danziger

Landlord-Tenant, State Appellate Practice, Estate Planning, Divorce

Status: In Good Standing

CONTACT

800 Westchester Ave, Port Chester, NY 10573

Giulia Frasca

Civil Rights, Environmental Law, Estate Planning, Family Law

Status: In Good Standing

CONTACT

90 North Broadway, Irvington, NY 10533

Michael A. Marinaccio

Corporate, Criminal, Estate Planning, Personal Injury

Status: In Good Standing Licensed: 48 Years

CONTACT

245 Main St, White Plains, NY 10601

Wayne P. Stix

Estate Planning, Wills & Probate, Real Estate, Wills

Status: In Good Standing

CONTACT

333 Westchester Avenue, West Harrison, NY 10604

800-923-0641

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LEGAL TERMS

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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, page 3

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Jonathan Jervis Lanman

Susette Lucia Acocella

Corey B. Rabin

Marianne L. Sussman

Stephen J. Schwartz

Anthony J. Enea

Elliot J. Danziger

Giulia Frasca

Michael A. Marinaccio

Wayne P. Stix

TIPS

LEGAL TERMS

ADMINISTRATION (OF AN ESTATE)

WILL

POWER OF APPOINTMENT

HOLOGRAPHIC WILL

FINAL BENEFICIARY

DEVISEE

HEIR AT LAW

DISINHERIT

CONSERVATOR

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 70