Woodbury Estate Planning Lawyer, New York

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Includes: Gift Taxation

Arthur Goldstein

Land Use & Zoning, Litigation, Estate Planning, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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David C. Jacobson

Corporate Tax, Gift Taxation, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

James F. Misiano

Estate Planning, Personal Injury, Real Estate, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Roger D. Ramme

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

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Alice Jakyung Choi

Federal Appellate Practice, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Amy N. Latuga

Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  14 Years

Audra E. Dehan

Real Estate, Trusts, Estate Planning, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  33 Years

Brian F. Mark

Estate Planning, Insurance, Business & Trade, Products Liability
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  22 Years

Bronwyn M Black

Medicare & Medicaid, Estate Planning, Guardianships & Conservatorships, Elder Law, Other
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Burton Rothbard

Estate Planning, Wills, Trusts, Income Tax
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  60 Years

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

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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.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)
An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

CERTIFICATION OF TRUST

See abstract of trust.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)
The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

NET ESTATE

The value of all property owned at death less liabilities or debts.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.'

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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