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Wyandanch 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  

James F. Misiano

Estate Planning, Personal Injury, Real Estate, Trusts
Status:  In Good Standing           

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510 Broadhollow Road, Melville, NY 11747
Profile LAWPOINTS™44/100
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David C. Jacobson

Corporate Tax, Gift Taxation, Estate Planning, Elder Law
Status:  In Good Standing           
CONTACT
445 Broad Hollow Road, Melville, NY 11747
Profile LAWPOINTS™39/100
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Paul S. Hyl

Health Care Other, Estate Planning, Elder Law, Collection
Status:  In Good Standing           
CONTACT
225 Broad Hollow Road, Melville, NY 11747
Profile LAWPOINTS™34/100
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Adam Jay Gottlieb

International Tax, Elder Law, Estate Planning, Estate
Status:  In Good Standing           
CONTACT
100 Broadhollow Rd, Farmingdale, NY 11735
Profile LAWPOINTS™36/100
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Robert T. Rinear

Estate Planning, Estate, Business
Status:  In Good Standing           
CONTACT
112 Farmingdale Road (Route 109), West Babylon, NY 11704
Profile LAWPOINTS™29/100
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David J. Depinto

Trusts, Gift Taxation, Elder Law
Status:  In Good Standing           
CONTACT
225 Old Country Road, Melville, NY 11747
Profile LAWPOINTS™29/100
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Easily find Wyandanch Estate Planning Lawyers and Wyandanch Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

HEIR APPARENT

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

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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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