Sonyea 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

Jacqueline A. Constantino

Wills & Probate, Trusts, Estate Planning, Estate

Status:

CONTACT

3380 Monroe Avenue, Rochester, NY 14618

Richard S. Brovitz

Estate Planning, Corporate, Business Organization, Banking & Finance

Status:

CONTACT

295 Woodcliff Dr., Fairport, NY 14450

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

Adam Brunner

Trusts, Commercial Real Estate, Estate Planning, Wills

Status: Licensed: 17 Years

CONTACT

39 Deer Creek Rd, Pittsford, NY 14534

Andrea Marie Gray

Health Care, Estate Planning, Employment, Elder Law, Business

Status: Licensed: 19 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

Andrew R. Randisi

Health Care, Estate Planning, Estate, Civil & Human Rights

Status: Licensed: 22 Years

CONTACT

290 Linden Oaks, Rochester, NY 14625

Andrew William Meier

Estate Planning

Status: Licensed: 20 Years

CONTACT

113 W Center St, Medina, NY 14103

Ann Patricia Servatius

Tax, Gift Taxation

Status: Licensed: 30 Years

CONTACT

121 Overbrook Rd, Rochester, NY 14618

Audrey Patrone Peartree

International, Estate Planning, Estate, Elder Law

Status: Licensed: 41 Years

CONTACT

99 Garnsey Rd, Pittsford, NY 14534

800-923-0641

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LEGAL TERMS

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.

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

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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Sonyea Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Jacqueline A. Constantino

Richard S. Brovitz

Robert E. Brennan

Ronit Zusman

Adam Brunner

Andrea Marie Gray

Andrew R. Randisi

Andrew William Meier

Ann Patricia Servatius

Audrey Patrone Peartree

TIPS

LEGAL TERMS

PROVING A WILL

BANKRUPTCY ESTATE

PROBATE COURT

TRUSTEE POWERS

RESIDUARY BENEFICIARY

TRUST MERGER

CHARITABLE TRUST

SUCCESSION

CONSERVATOR

SAMPLE LEGAL CASES

Schneider v. Finmann

Fielding v. Kupferman

Kram Knarf, LLC v. Djonovic

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PRACTICE AREAS 30

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