Tarrytown 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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Includes: Gift Taxation

Bridget Jane Crawford

Tax, Estate Planning

Status: Licensed: 28 Years

CONTACT

78 N Broadway, White Plains, NY 10603

Brittnay Lee Wittnebel

Estate Planning, Business, Federal Appellate Practice

Status: Licensed: 9 Years

CONTACT

344 N Broadway, Nyack, NY 10960

Cecilia Judith Mcgovern

Commercial Real Estate, Foreclosure, Estate Planning, Bankruptcy

Status: Licensed: 42 Years

CONTACT

2 William St, White Plains, NY 10601

Channa M. Gordon

Estate Planning

Status:

CONTACT

44 S Broadway, White Plains, NY 10601

Christina Accumanno

Litigation, Estate Planning, Family Law, Elder Law

Status: Licensed: 10 Years

CONTACT

81 Main St, White Plains, NY 10601

Christopher P. Keenan

Construction, Estate Planning, Employment, Family Law, Accident & Injury

Status: Licensed: 34 Years

CONTACT

170 Hamilton Ave, White Plains, NY 10601

Christopher John Whitton

Traffic, Health Care Other, Estate Planning, Accident & Injury

Status: Licensed: 32 Years

CONTACT

115 E Stevens Ave, Valhalla, NY 10595

Christopher D. Acosta

Estate Planning, Employee Rights, Bankruptcy, Products Liability

Status: Licensed: 8 Years

CONTACT

7 Skyline Dr, Hawthorne, NY 10532

Corey B. Rabin

Real Estate, Estate Planning

Status:

CONTACT

44 Church St, White Plains, NY 10601

Daniel F. Gallivan

Estate Planning, DUI-DWI, Medical Malpractice, Business

Status:

CONTACT

111 Church St, White Plains, NY 10601

800-814-6700

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LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

CERTIFICATION OF TRUST

See abstract of trust.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

TRUSTEE POWERS

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

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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Tarrytown Estate Planning Lawyer, New York, page 2

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Bridget Jane Crawford

Brittnay Lee Wittnebel

Cecilia Judith Mcgovern

Channa M. Gordon

Christina Accumanno

Christopher P. Keenan

Christopher John Whitton

Christopher D. Acosta

Corey B. Rabin

Daniel F. Gallivan

TIPS

LEGAL TERMS

TRUSTEE

FAMILY ALLOWANCE

DISTRIBUTEE

SPECIFIC BEQUEST

STATUTORY SHARE

CERTIFICATION OF TRUST

BENEFICIARY

WARRANTY DEED

TRUSTEE POWERS

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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