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Westchester County, NY Estate Planning Lawyers, page 4

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Includes: Gift Taxation

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31-40 of 50 matches. Page 4 of 5  

William L. Carbonari

Real Estate, International Tax, Estate Planning, Estate
Status:  In Good Standing           
CONTACT
200 East Post Road, White Plains, NY 10601
Profile LAWPOINTS™29/100
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Michael J. Riolo

Elder Law, Estate Planning, Trusts, Estate
Status:  In Good Standing           
CONTACT
399 Knollwood Road, White Plains, NY 10603
Profile LAWPOINTS™29/100
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David I. Grauer

Real Estate, Litigation, Government, Estate Planning
Status:  In Good Standing           Licensed:  48 Years
CONTACT
50 Main St, White Plains, NY 10606
Profile LAWPOINTS™29/100
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Daniel F. Gallivan

Estate Planning, DUI-DWI, Medical Malpractice, Business
Status:  In Good Standing           
CONTACT
111 Church St, White Plains, NY 10601
Profile LAWPOINTS™27/100
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Steven A. Ruskin

International, Gift Taxation, Tax
Status:  In Good Standing           Licensed:  57 Years
CONTACT
7 Doral Greens Drive West, Port Chester, NY 10573
Profile LAWPOINTS™26/100
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Nicole Ann Callahan

Real Estate, International Intellectual Property, Estate Planning, Civil Rights
Status:  In Good Standing           Licensed:  21 Years
CONTACT
44 South Broadway, White Plains, NY 10601
Profile LAWPOINTS™24/100
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Robert C. Ollman

Real Estate, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing           Licensed:  54 Years
CONTACT
145 Huguenot St, New Rochelle, NY 10801
Profile LAWPOINTS™24/100
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David Jay Parker

Medicare & Medicaid, State and Local, Estate Planning, Elder Law
Status:  In Good Standing           
CONTACT
222 Bloomingdale Rd, White Plains, NY 10605
Profile LAWPOINTS™24/100
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Daniel Paul Romano

Commercial Real Estate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  38 Years
CONTACT
100 S Broadway, Yonkers, NY 10701
Profile LAWPOINTS™24/100
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Norman Sheer

Commercial Real Estate, Land Use & Zoning, Real Estate, Estate Planning
Status:  In Good Standing           Licensed:  57 Years
CONTACT
399 Knollwood Rd, White Plains, NY 10603
Profile LAWPOINTS™24/100
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LEGAL TERMS

DEVISEE

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

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)
A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

PREDECEASED SPOUSE

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

SURROGATE COURT

See probate court.

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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