New York Estate Planning Lawyer, New York

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Robert A. Klipstein Lawyer

Robert A. Klipstein

VERIFIED *Status is reviewed annually. For latest information visit here
Immigration, Estate Planning

Mr. Klipstein concentrates in two areas of the law: 1. Trusts and Estates, Estate Planning, Wills, Estate Administration, and Estate, Gift and Inco... (more)

Christopher Pierre Anderson Lawyer

Christopher Pierre Anderson

VERIFIED *Status is reviewed annually. For latest information visit here
Estate Planning, Civil Rights, Business & Trade, Bankruptcy, Criminal

Christopher Anderson is a practicing lawyer in the state of New York handling a variety of legal matters.

Russel  Morgan Lawyer
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Russel Morgan
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Russel Morgan

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Russel Morgan is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.
VERIFIED *Status is reviewed annually. For latest information visit here
Estate Planning, Contract, Elder Law, Commercial Real Estate, Trusts

Russel Morgan is a practicing lawyer in the state of New York.

Adam Foster Katz Lawyer

Adam Foster Katz

VERIFIED *Status is reviewed annually. For latest information visit here
Estate, Wills & Probate, Estate Planning, Power of Attorney

Katz Law Firm’s founder and managing partner, Adam Katz, is admitted to practice law in New York Supreme Court, Southern District, Eastern District ... (more)

Anthony Vincent Falcone Lawyer

Anthony Vincent Falcone

VERIFIED *Status is reviewed annually. For latest information visit here
Estate Planning

Mr. Falcone has extensive knowledge in estate planning for families of all ages and all income levels, Medicaid Asset Protection for seniors, Special ... (more)

Jacob M. Dyckman

Real Estate, Trusts, Estate Planning, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Dan Shaked

Estate Planning, Corporate, Credit & Debt, Bankruptcy
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Valerie A. Burg

Gift Taxation, Estate Administration, Wills & Probate, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

A. Mitchell Greene

Business Organization, Wills & Probate, Corporate, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Philip C. Semprevivo

Estate Planning, Family Law, Corporate, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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

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

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LEGAL TERMS

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.

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.'

FAMILY POT TRUST

See pot trust.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)
A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)
The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

IRREVOCABLE TRUST

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

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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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