West Henrietta Trusts Lawyer, New York

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Robert Klipstein
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Ballon Stoll PC
810 7th Ave Suite 405 New York, NY 10019» view map
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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
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Jacqueline A. Constantino

Wills & Probate, Trusts, Estate Planning, Estate

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CONTACT

3380 Monroe Avenue, Rochester, NY 14618

Judy M. Overholt

Wills, Wills & Probate, Trusts, Contract

Status:

CONTACT

160 Linden Oaks Drive, Rochester, NY 14625

Scott A. Forsyth

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Licensed: 48 Years

CONTACT

16 W Main St, Rochester, NY 14614

B Andrew Dutcher

International Tax, Wills, Trusts, Elder Law

Status: Licensed: 49 Years

CONTACT

1399 Monroe Ave, Rochester, NY 14618

Rita Nischal

Trusts

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CONTACT

300 Bausch & Lomb Place, Rochester, NY 14604

Warren H. Heilbronner

Trusts, Estate, Civil & Human Rights, Bankruptcy

Status:

CONTACT

145 Culver Rd, Rochester, NY 14620

Kelly Lyn Odorisi

Trusts, Estate Planning, Elder Law

Status: Licensed: 28 Years

CONTACT

1170 East Avenue, Rochester, NY 14607

Stephen H. Waite

Trusts, Estate, Corporate, Banking & Finance

Status: Licensed: 64 Years

CONTACT

300 Bausch And Lomb Pl, Rochester, NY 14604

Daniel Herbert Overbeck

Advertising, Trusts, Estate Planning, Estate

Status: Licensed: 50 Years

CONTACT

300 Bausch And Lomb Pl, Rochester, NY 14604

David Peters

Trusts, Estate, Elder Law, Contract

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CONTACT

150 Allens Creek Road, Rochester, NY 14618

800-814-6700

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LEGAL TERMS

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

FUNDING A TRUST

Transferring ownership of property to a trust.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

SURROGATE COURT

See probate court.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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).

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.

SAMPLE LEGAL CASES

Tzolis v. Wolff

... Chancellor Walworth applied to a joint stock corporation â€” then a fairly new kind of entity â€” a familiar principle of the law of trusts: that a beneficiary (or "cestui que trust") could bring suit on behalf of a trust when a faithless trustee refused to do so. ...

IN THE MATTER OF DE SANCHEZ

... In 1927, two years before the Great Depression, Elizabeth Laurent de Sanchez, whose family owned a sugar plantation in Cuba, set up seven inter vivos trusts for the benefit of her six childrenâ€”Emilio (two trusts in his name), Jorge, Julio, Marcelo, Maria and Gabriela. ...

Matter of Mergenhagen

... as appealed from is unanimously reversed on the law without costs, 1487 the petitions are granted in part, the termination of trust dated October 10, 1994 is vacated, respondent David M. Mergenhagen is removed as trustee from the 1991 and 1994 irrevocable trusts, he is ...

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West Henrietta Trusts Lawyer, New York

Sponsored Law Firm

Ballon Stoll PC

SPONSORED LAWYERS

Jacqueline A. Constantino

Judy M. Overholt

Scott A. Forsyth

B Andrew Dutcher

Rita Nischal

Warren H. Heilbronner

Kelly Lyn Odorisi

Stephen H. Waite

Daniel Herbert Overbeck

David Peters

TIPS

LEGAL TERMS

INHERITANCE TAXES

FUNDING A TRUST

ADMINISTRATION (OF AN ESTATE)

REMAINDERMAN

SURROGATE COURT

NONPROBATE

GROSS ESTATE

CHARITABLE TRUST

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Tzolis v. Wolff

IN THE MATTER OF DE SANCHEZ

Matter of Mergenhagen

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