Schenectady Estate Planning Lawyer, New York, page 2

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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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2. Email
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Includes: Gift Taxation

Michelle Lynn Kennedy

State and Local, Environmental Law Other, Employee Rights, Corporate, Estate Planning

Status: Licensed: 21 Years

CONTACT

1 Commerce Plz, Albany, NY 12260

Nicholas Michael Ihnatolya

Estate Planning

Status: Licensed: 19 Years

CONTACT

50 Chapel St, Albany, NY 12207

James Blakeslee Ayers

Litigation, International, Estate Planning, Estate

Status:

CONTACT

1 Commerce Plaza, Albany, NY 12260

Sonya Del Peral

Corporate, Education, Estate Planning, Intellectual Property

Status: Licensed: 33 Years

CONTACT

32 Learned St, Albany, NY 12207

Arnold Jay Gitomer

General Practice

Status: Licensed: 57 Years

CONTACT

1168 70 Troy Schenectady Rd, Albany, NY 12212

Louis-Jack Pozner

Family Law, Personal Injury, Estate Planning, Legal Malpractice

Status: Licensed: 53 Years

CONTACT

270 Mount Hope Drive, Albany, NY 12202

Theodore L. Reinhard

Estate Planning, Estate, Business & Trade, Business

Status: Licensed: 67 Years

CONTACT

3 Winners Cir, Albany, NY 12205

Harlan Ronald Harrison

Real Estate, Estate Planning, Estate, Civil & Human Rights

Status: Licensed: 63 Years

CONTACT

3 Winners Cir, Albany, NY 12205

Joyce Wrenn

Estate Planning

Status: Licensed: 63 Years

CONTACT

1204 Central Ave, Albany, NY 12205

Philip Thomas Dunne

Commercial Real Estate, Estate Planning, Wrongful Termination, Child Custody

Status:

CONTACT

121 State St, Albany, NY 12207

800-923-0641

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LEGAL TERMS

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

CREDIT SHELTER TRUST

See AB trust.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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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Schenectady Estate Planning Lawyer, New York, page 2

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Michelle Lynn Kennedy

Nicholas Michael Ihnatolya

James Blakeslee Ayers

Sonya Del Peral

Arnold Jay Gitomer

Louis-Jack Pozner

Theodore L. Reinhard

Harlan Ronald Harrison

Joyce Wrenn

Philip Thomas Dunne

TIPS

LEGAL TERMS

CONTINGENT BENEFICIARY

ANCILLARY PROBATE

PETITION

SPRINKLING TRUST

PROBATE

CREDIT SHELTER TRUST

CONSERVATOR

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ABATEMENT

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS