Clifton Park Estate Planning Lawyer, New York

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Includes: Gift Taxation

Richard Frederick Anderson

Real Estate, Estate Planning, Family Law, DUI-DWI
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  48 Years

Michael William Schafer

Commercial Real Estate, Wills, Trusts, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  35 Years

Carl William Hasselbarth

General Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  13 Years

Marc Ryan Pallozzi

Visa, Estate Planning, Family Law, DUI-DWI
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  12 Years

Daniel Bruce Wade

Litigation, Estate Planning, Family Law, DUI-DWI
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Katherine Cox Carpenter

Special Education, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  8 Years

Jacqueline Nicole Goralczyk

Litigation, Estate Planning, Family Law, DUI-DWI
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  9 Years

John Steven Smrtic

Estate Planning, Elder Law, Administrative Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  20 Years

Ronald P. Deangelus

Estate Planning, Family Law, DUI-DWI, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  65 Years

Edward Gray Watkins

Title Insurance, Commercial Real Estate, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  47 Years

Free Help: Use This Form or Call 800-814-6700

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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LEGAL TERMS

KINDRED

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

FAMILY POT TRUST

See pot trust.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)
All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)
A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

NET ESTATE

The value of all property owned at death less liabilities or debts.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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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