Roscoe Estate Planning Lawyer, New York

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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

Suzan Dann Paras

Wills & Probate, Estate Planning, Legal Malpractice, Animal Bite

Status: In Good Standing

FREE CONSULTATION

CONTACT

1 Dolson Ave., Middletown, NY 10940

Jason Rosenwasser

Estate Planning, Family Law, Litigation, Car Accident

Status: In Good Standing

CONTACT

201 Ward Street, Montgomery, NY 12549

Arthur Shapiro

Real Estate, Estate Planning, Family Law, Criminal

Status: In Good Standing

CONTACT

10 Matthews Street, Goshen, NY 10924

Richard B Golden

Construction, Estate Planning, Corporate, Contract

Status: In Good Standing

CONTACT

40 Matthews St., Goshen, NY 10924

Theodore Richard Rogowski

Status: In Good Standing Licensed: 67 Years

CONTACT

1924 Beaverkill Rd, Livingston Manor, NY 12758

Donald Austin Odell

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 65 Years

CONTACT

12 Armstrong Rd, Arkville, NY 12406

Erno C. Poll

Wills, Estate Planning, Family Law, Divorce

Status: In Good Standing Licensed: 39 Years

CONTACT

726 E Main St, Middletown, NY 10940

Scott R. Goldstein

Social Security -- Disability, Estate Planning, Workers' Compensation, Employment

Status: In Good Standing Licensed: 30 Years

CONTACT

100 Crystal Run Rd, Middletown, NY 10941

Charles A Judelson

Corporate, Business Organization, Elder Law, Estate Planning

Status: In Good Standing

CONTACT

10 Matthews St, Goshen, NY 10924

800-923-0641

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LEGAL TERMS

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

TESTAMENTARY TRUST

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

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

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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Roscoe Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Suzan Dann Paras

Jason Rosenwasser

Arthur Shapiro

Richard B Golden

Theodore Richard Rogowski

Donald Austin Odell

Erno C. Poll

Scott R. Goldstein

Charles A Judelson

TIPS

LEGAL TERMS

PUBLIC ADMINISTRATOR

ESTATE TAXES

QTIP TRUST

GENERATION-SKIPPING TRUST

TESTAMENTARY TRUST

PETITION

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

IRREVOCABLE TRUST

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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