Castile 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

Norman J. Mattar

Estate Planning, Personal Injury, Medical Malpractice, Car Accident

Status:

FREE CONSULTATION

CONTACT

8604 Main Street, Buffalo, NY 14221

Jacqueline A. Constantino

Wills & Probate, Trusts, Estate Planning, Estate

Status:

CONTACT

3380 Monroe Avenue, Rochester, NY 14618

Robert E. Brennan

Wills & Probate, Estate Planning, Family Law, Personal Injury, Occupational Safety & Health

Status:

CONTACT

Suite 1000, Crossroads Building, Rochester, NY 14614

Ronit Zusman

Family Law, Estate Planning, Employment, Real Estate

Status:

CONTACT

Two State Street, 925 Crossroads Building, Rochester, NY 14614

Richard S. Brovitz

Estate Planning, Corporate, Business Organization, Banking & Finance

Status:

CONTACT

295 Woodcliff Dr., Fairport, NY 14450

Ernest Murray Found

Wills, Estate Planning, Wills & Probate

Status: Licensed: 73 Years

CONTACT

Batavia, NY 14020

James Timothy Embser

Trusts, Estate Planning, Construction, Housing & Urban Development

Status: Licensed: 64 Years

CONTACT

164 N Main St, Wellsville, NY 14895

Nathan A Shoff

Divorce, Wills & Probate, Business, Estate Planning

Status:

CONTACT

102 Main Street, Bloomfield, NY 14469

Linda Grear

Estate Planning, Wills

Status:

CONTACT

43 Central Avenue, Lancaster, NY 14086

Joseph Callahan

International Tax, Wills & Probate, Business, Estate Planning

Status:

CONTACT

510 Clinton Square, Rochester, NY 14604

800-814-6700

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LEGAL TERMS

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

DEED OF TRUST

See trust deed.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

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.

CURATOR

See conservator.

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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Castile Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Norman J. Mattar

Jacqueline A. Constantino

Robert E. Brennan

Ronit Zusman

Richard S. Brovitz

Ernest Murray Found

James Timothy Embser

Nathan A Shoff

Linda Grear

Joseph Callahan

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRUST

ACCUMULATION TRUST

PER STIRPES

PROPERTY CONTROL TRUST

SURVIVING SPOUSE'S TRUST

DEED OF TRUST

OFFICER

CONSERVATOR

CURATOR

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS