Wassaic 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

Michel P. Haggerty

Real Estate, Wills & Probate, Estate Planning, Elder Law

Status:

CONTACT

6367 Mill Street, Rhinebeck, NY 12572

Gerald A. Vergilis

Commercial Real Estate, Estate Planning, Criminal, Corporate

Status:

FREE CONSULTATION

CONTACT

1136 Route 9, Wappingers Falls, NY 12590

Robert L. Ostertag

Estate Administration, Estate Planning, Corporate, Business Organization, Lawsuit & Dispute

Status: Licensed: 68 Years

CONTACT

301 Manchester Rd, Poughkeepsie, NY 12603

Neil Vanderwoude

Divorce & Family Law, Employment, Family Law, Divorce, Estate Planning

Status: Licensed: 17 Years

CONTACT

103 Old Route 52, Stormville, NY 12582

Virginia Reid Babcock

Estate Planning, Family Law

Status: Licensed: 16 Years

CONTACT

77 Livingston St, Rhinebeck, NY 12572

Jana M. Schopfer

Farms, Estate Planning, Family Law, Divorce

Status: Licensed: 18 Years

CONTACT

31 Collegeview Ave, Poughkeepsie, NY 12603

Karen P. MacNish

Real Estate, Litigation, Estate Planning, Family Law, Wills

Status: Licensed: 26 Years

CONTACT

10 Market St, Poughkeepsie, NY 12601

Robert B. Dietz

Wills & Probate, Trusts, Estate Planning, Business Organization, Real Estate

Status: Licensed: 57 Years

CONTACT

319 Mill St, Poughkeepsie, NY 12601

Robert Stephen Levine

Commercial Real Estate, Estate Planning, Business & Trade, Personal Injury

Status: Licensed: 50 Years

CONTACT

2 Jefferson Plaza, Poughkeepsie, NY 12601

Thomas Edward Dietz

Real Estate, Trusts, Estate Planning, Family Law

Status: Licensed: 31 Years

CONTACT

50 Market St, Poughkeepsie, NY 12601

800-814-6700

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

WARRANTY DEED

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

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.'

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

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

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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Wassaic Estate Planning Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Michel P. Haggerty

Gerald A. Vergilis

Robert L. Ostertag

Neil Vanderwoude

Virginia Reid Babcock

Jana M. Schopfer

Karen P. MacNish

Robert B. Dietz

Robert Stephen Levine

Thomas Edward Dietz

TIPS

LEGAL TERMS

RESIDUARY ESTATE

WARRANTY DEED

PETITION

HEIR APPARENT

TRUST CORPUS

INVESTOR

INTER VIVOS TRUST

PROBATE

RESIDUARY BENEFICIARY

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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