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William Bornstein
About | Practice Areas
Bornstein & Oppenheimer
3339 Taylorsville Rd Louisville, KY 40205» view map
Real Estate
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When you need accurate representation for your Real Estate transaction, William Bornstein is there for you.

800-925-4171
1. William Bornstein Louisville, KY
  Attorney at Law - KY, 1966
  University of Louisville J.D. 1966
2. AboutBornstein & Oppenheimer
  Bornstein Oppenheimer, PLLC, is a diversified law firm headquartered in Louisville, Kentucky.
3. Practice AreasExpertise
  Real Estate
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Brian Michael Weber

Industry Specialties, Trusts, Personal Injury, Accident & Injury

Status: In Good Standing

CONTACT

4919 Dixie Hwy, Louisville, KY 40216

Melissa L. Rodden Mays

Trusts, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing

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1939 Goldsmith Lane, Louisville, KY 40218

Rita L Bernauer

Trusts, Estate, Wills

Status: In Good Standing

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8206 Red Cedar Way, Louisville, KY 40219

Dustin Robert Rumbaugh

Trusts, Real Estate, Criminal, Commercial Real Estate

Status: In Good Standing

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5135 Dixie Hwy, Louisville, KY 40216

Mark Edwin Smith

Trusts, Estate, Business

Status: In Good Standing

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3604 Hillcreek Rd, Louisville, KY 40220

Lois Jean Taurman

Trusts, Immigration, Estate Planning, Wills

Status: In Good Standing

CONTACT

1723 Kensington Pl Ln, Louisville, KY 40205

Jack M Combs

Real Estate, Trusts, Corporate, Business, Criminal

Status: In Good Standing

CONTACT

2407 Ashwood Drive, Louisville, KY 40205

Dennis Leo Thomas

International, Trusts, Estate, Business

Status: In Good Standing

CONTACT

2801 Granger Rd, Fairdale, KY 40118

Misty Clark Vantrease

Trusts, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing

CONTACT

920 Dupont Rd, Louisville, KY 40207

Eileen Walsh

Trusts, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing

CONTACT

5226 Bardstown Road, Louisville, KY 40291

800-923-0641

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LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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.

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.'

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.

SAMPLE LEGAL CASES

Young v. Richardson

... This case has a lengthy procedural history which includes a prior appeal before this court. The underlying action concerns the propriety of a transfer of assets from two inter vivos trusts that were established in 1991 by the appellant's parents, Sam C. May and Julia May. ...

JP Morgan Chase Bank, NA v. Longmeyer

... A short while later, in December 1997, Bank One contacted an experienced attorney in trusts and estates, Robert L. Hallenberg, regarding Skonberg's estate and the questionable circumstances that had culminated in the new estate plan. ...

Gripshover v. Gripshover

... to own and manage the farming business (the Gripshover Family Limited Partnership # 2). To minimize taxes and for inheritance purposes, Mr. Campbell further recommended that the partners in the two partnerships assign their partnership interests to trusts, two trusts for each ...

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Fairdale Trusts Lawyer, Kentucky

Sponsored Law Firm

Bornstein & Oppenheimer

SPONSORED LAWYERS

Brian Michael Weber

Melissa L. Rodden Mays

Rita L Bernauer

Dustin Robert Rumbaugh

Mark Edwin Smith

Lois Jean Taurman

Jack M Combs

Dennis Leo Thomas

Misty Clark Vantrease

Eileen Walsh

TIPS

LEGAL TERMS

QTIP TRUST

BENEFICIARY

DOWER AND CURTESY

POWER OF APPOINTMENT

TAKING AGAINST THE WILL

PERSONAL PROPERTY

WILL

LIVING TRUST

DISINHERIT

SAMPLE LEGAL CASES

Young v. Richardson

JP Morgan Chase Bank, NA v. Longmeyer

Gripshover v. Gripshover

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