Conesus Trusts Lawyer, New York

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Robert Klipstein
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Ballon Stoll PC
810 7th Ave Suite 405 New York, NY 10019» view map
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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.

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1. Robert Klipstein New York, NY
  Attorney at Law, NY
  Columbia University Law School, J.D. 1960
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Jacqueline A. Constantino

Wills & Probate, Trusts, Estate Planning, Estate

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CONTACT

3380 Monroe Avenue, Rochester, NY 14618

Judy M. Overholt

Wills, Wills & Probate, Trusts, Contract

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CONTACT

160 Linden Oaks Drive, Rochester, NY 14625

Adam Brunner

Trusts, Commercial Real Estate, Estate Planning, Wills

Status: Licensed: 17 Years

CONTACT

39 Deer Creek Rd, Pittsford, NY 14534

B Andrew Dutcher

International Tax, Wills, Trusts, Elder Law

Status: Licensed: 50 Years

CONTACT

1399 Monroe Ave, Rochester, NY 14618

Edward David Bloom

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: Licensed: 56 Years

CONTACT

65 Trevor Court Rd, Rochester, NY 14610

Warren H. Heilbronner

Trusts, Estate, Civil & Human Rights, Bankruptcy

Status:

CONTACT

145 Culver Rd, Rochester, NY 14620

David Peters

Trusts, Estate, Elder Law, Contract

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CONTACT

150 Allens Creek Road, Rochester, NY 14618

Kelly Lyn Odorisi

Trusts, Estate Planning, Elder Law

Status: Licensed: 29 Years

CONTACT

1170 East Avenue, Rochester, NY 14607

Scott A. Forsyth

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Licensed: 49 Years

CONTACT

16 W Main St, Rochester, NY 14614

Rita Nischal

Trusts

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CONTACT

300 Bausch & Lomb Place, Rochester, NY 14604

800-814-6700

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

KINDRED

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

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SAMPLE LEGAL CASES

Tzolis v. Wolff

... Chancellor Walworth applied to a joint stock corporation â€” then a fairly new kind of entity â€” a familiar principle of the law of trusts: that a beneficiary (or "cestui que trust") could bring suit on behalf of a trust when a faithless trustee refused to do so. ...

IN THE MATTER OF DE SANCHEZ

... In 1927, two years before the Great Depression, Elizabeth Laurent de Sanchez, whose family owned a sugar plantation in Cuba, set up seven inter vivos trusts for the benefit of her six childrenâ€”Emilio (two trusts in his name), Jorge, Julio, Marcelo, Maria and Gabriela. ...

Matter of Mergenhagen

... as appealed from is unanimously reversed on the law without costs, 1487 the petitions are granted in part, the termination of trust dated October 10, 1994 is vacated, respondent David M. Mergenhagen is removed as trustee from the 1991 and 1994 irrevocable trusts, he is ...

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Conesus Trusts Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Jacqueline A. Constantino

Judy M. Overholt

Adam Brunner

B Andrew Dutcher

Edward David Bloom

Warren H. Heilbronner

David Peters

Kelly Lyn Odorisi

Scott A. Forsyth

Rita Nischal

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

KINDRED

FUNDING A TRUST

GENERATION-SKIPPING TRUST

PROPERTY CONTROL TRUST

PUBLISHED WORK

TRUST MERGER

PROVING A WILL

RESIDUARY BENEFICIARY

SAMPLE LEGAL CASES

Tzolis v. Wolff

IN THE MATTER OF DE SANCHEZ

Matter of Mergenhagen

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