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Preble Estate Planning Lawyer, New York

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Includes: Gift Taxation

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1-6 of 6 matches. Page 1 of 1  

David L Delvecchio

Bankruptcy, Contract, Estate Planning, Family Law
Status:  In Good Standing           
CONTACT
109 South Warren Street, Syracuse, NY 13202
Profile LAWPOINTS™34/100
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Michael J. Ranieri

Animal Bite, Criminal, DUI-DWI, Estate Planning
Status:  In Good Standing           

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CONTACT
407 South Warren Street, Syracuse, NY 13202
Profile LAWPOINTS™21/100
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Stephen T. McMahon

Mental Health, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  39 Years
CONTACT
4942 Bulrush Rd, Syracuse, NY 13215
Profile LAWPOINTS™40/100
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Gwen Z. Gou

Business, Gift Taxation
Status:  In Good Standing           
CONTACT
110 West Fayette Street, Syracuse, NY 13202
Profile LAWPOINTS™34/100
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Terri Conti York

Real Estate, Wills & Probate, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  37 Years
CONTACT
3 Henry Beach Drive, Camillus, NY 13031
Profile LAWPOINTS™31/100
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Daniel G. Cantone

Federal Appellate Practice, Estate Planning, Collaborative Law, Family Law
Status:  In Good Standing           Licensed:  43 Years
CONTACT
5426 W Genesee St, Camillus, NY 13031
Profile LAWPOINTS™24/100
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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

PREDECEASED SPOUSE

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

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)
A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

TITLE COMPANY

A company that issues title insurance.

FAMILY POT TRUST

See pot 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.'

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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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