Buffalo 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

William J Kita

Estate Planning, Family Law, Insurance, Litigation

Status:

CONTACT

2150 Main Place Tower, 350 Main Street, Buffalo, NY 14202

Norman J. Mattar

Estate Planning, Personal Injury, Medical Malpractice, Car Accident

Status:

FREE CONSULTATION

CONTACT

8604 Main Street, Buffalo, NY 14221

Jerry A. Gambino

Estate Planning, Labor Law, Employment, Family Law, Personal Injury

Status: Licensed: 41 Years

CONTACT

37 Franklin St, Buffalo, NY 14202

Edward Charles Robinson

Visa, Estate Planning, Estate, Employment Discrimination, Elder Law

Status:

CONTACT

1300 Liberty Building, Buffalo, NY 14202

Patrick Matthew Mcnelis

Education, Other, Estate Planning, Estate

Status:

CONTACT

70 Niagara Street, Buffalo, NY 14202

Charles E. Milch

Estate Administration, Trusts, Gift Taxation, Estate Planning

Status:

CONTACT

69 Delaware Avenue, Buffalo, NY 14202

Jeffrey F. Voelkl

Landlord-Tenant, Estate Planning, Family Law, Corporate, Real Estate

Status: Licensed: 32 Years

CONTACT

19 S Long St, Buffalo, NY 14221

Stephen E. Cavanaugh

Corporate, Estate Planning, Wills

Status:

CONTACT

350 Main Street, Buffalo, NY 14202

John P Robshaw

Real Estate, Trusts, Estate Planning, Business Organization, Education

Status: Licensed: 62 Years

CONTACT

5672 Main St, Buffalo, NY 14221

Rebecca Elaine Tavares Chapman

Gaming & Alcohol, Estate Planning, Employment, Business, Unfair Labor Practices

Status: Licensed: 23 Years

CONTACT

65 Lafayette Blvd, Buffalo, NY 14221

800-814-6700

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.'

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

TESTAMENTARY TRUST

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

IRREVOCABLE TRUST

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

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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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Buffalo Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

William J Kita

Norman J. Mattar

Jerry A. Gambino

Edward Charles Robinson

Patrick Matthew Mcnelis

Charles E. Milch

Jeffrey F. Voelkl

Stephen E. Cavanaugh

John P Robshaw

Rebecca Elaine Tavares Chapman

TIPS

LEGAL TERMS

INHERIT

LIVING TRUST

QDOT TRUST

TESTAMENTARY TRUST

IRREVOCABLE TRUST

SELF-PROVING WILL

CONSERVATOR

TRUST MERGER

ANCILLARY PROBATE

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 30

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