Goldsmith Estate Planning Lawyer, Indiana


Includes: Gift Taxation

Manson E. Church

Family Law, Estate Planning, Real Estate, State and Local
Status:  In Good Standing           

J. Michael Antrim

Wills & Probate, Government Agencies, Constitutional Law, Estate Planning
Status:  In Good Standing           

Debra A. Kincaid

Wills & Probate, Estate Planning, Bankruptcy, Bankruptcy & Debt
Status:  In Good Standing           

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Mark Allan Hurt

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  27 Years

Jack G. Hittle

Real Estate, Wills & Probate, Estate Planning, Corporate
Status:  In Good Standing           Licensed:  51 Years

Sarah J. Randall

Estate Planning, Estate, Civil & Human Rights, Business Organization
Status:  In Good Standing           Licensed:  20 Years

David R. Day

Real Estate, Estate Planning, Family Law, Business & Trade
Status:  In Good Standing           Licensed:  47 Years

Alexander P. Pinegar

Litigation, Estate Planning, Corporate, Personal Injury
Status:  In Good Standing           Licensed:  18 Years

Steven P Stoesz

Bankruptcy, Estate Planning, Family Law, Real Estate, Estate
Status:  In Good Standing           Licensed:  38 Years

Bruce M. Bittner

Wills & Probate, Estate Planning, Business Organization, Bankruptcy
Status:  In Good Standing           Licensed:  43 Years

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

SURROGATE COURT

See probate court.

DEED OF TRUST

See trust deed.

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).

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

INTER VIVOS TRUST

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

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)
The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

SAMPLE LEGAL CASES

First Farmers Bank & Trust Co. v. Whorley

... We are not persuaded. Indiana Code section 29-3-9-4, referred to by our supreme court as Indiana's guardianship estate planning statute, provides. (a) Upon petition of the guardian (other than a temporary guardian) or any ...

In re Guardianship of Phillips

... On May 19, 2009, Hudson filed a petition to do estate planning on Donna's behalf and revoke the Joint Trust. ... Id. at 8. In its judgment, the trial court denied Hudson's petition to do estate planning and revoke the Joint Trust and declared the Joint Trust shall remain in effect. ...

Leever v. Leever

... fraud. Title 42 of the United States Code section 1396(a) expresses the legislative intent that the Medicaid program should not be used as an estate planning tool. Forsyth v. Rowe, 226 Conn. 818, 828, 629 A.2d 379, (1993). ...