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David Lyons
About | Practice Areas
Lyons | Sullivan
10655 NE 4th Street, Suite 704 Bellevue, WA 98004» view map
Estate
Serving The Best Interests Of Our Clients

Our estate planning services enable clients to take control and achieve their goals regarding the disposition of their property.

800-731-8671
1. David Lyons Bellevue, WA
  Attorney at Law - WA, 1980
  Gonzaga University SOL, J.D., 1979
2. AboutLyons | Sullivan
  Over 20 years of experience.
3. Practice AreasExpertise
  Estate Law
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Natalia Morozova

✓ VERIFIED

Divorce & Family Law, Estate, Family Law, Estate Planning, Immigration

Natalia Morozova is a practicing lawyer in the state of Washington. Ms. Morozova received her J.D. from Seattle University.

CONTACT

206-401-2621

3040 78th Ave. SE, Mercer Island, WA 98040

James Gary Griffin

✓ VERIFIED

Estate, Personal Injury, Immigration, Divorce & Family Law

Attorney Griffin is a practicing lawyer in the state of Washington.

CONTACT

800-656-2610

659 S Weller St, Seattle, WA 98104

Christopher Larson - Tax Attorney

✓ VERIFIED

Tax, Bankruptcy & Debt, Estate Planning, Litigation, Corporate

Insight Law is a local tax law firm with 4 offices in the greater Seattle area. We handle all tax matters, including those related to Income, Employm... (more)

FREE CONSULTATION

CONTACT

800-794-0661

800 5th Avenue Suite 4100, Seattle, WA 98104

David A. Berkey

Wills & Probate, Estate Planning, Estate, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

10829 North East 68th Street, Kirkland, WA 98033

James A Grutz

Family Law, Wills & Probate, Workers' Compensation, Personal Injury

Status: In Good Standing

CONTACT

600 University St., Seattle, WA 98101

Kenneth C. Burton

Public Finance, Wills & Probate, Personal Injury

Status: In Good Standing

CONTACT

800 University Street, Seattle, WA 98101

Judith E. Bendich

Employment, Estate Planning, Family Law, Labor Law

Status: In Good Standing

CONTACT

701 Fifth Ave., Seattle, WA 98104

David Thomas Lyons

Business, Merger & Acquisition, Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 44 Years

CONTACT

10655 NE 4th St, Bellevue, WA 98004

Amanda R. Stach - Tax Attorney

Tax, Estate, Business, Bankruptcy & Debt

Status: In Good Standing

FREE CONSULTATION

CONTACT

10900 NE 4th St., Bellevue, WA 98004

Andrew O. Carrington

Wills & Probate, Contract, Bankruptcy, Personal Injury

Status: In Good Standing Licensed: 34 Years

CONTACT

500 Union St, Seattle, WA 98101

800-923-0641

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LEGAL TERMS

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

CERTIFICATION OF TRUST

See abstract of trust.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

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Medina Estate Lawyer, Washington

Sponsored Law Firm

Lyons | Sullivan

SPONSORED LAWYERS

Natalia Morozova

James Gary Griffin

Christopher Larson - Tax Attorney

David A. Berkey

James A Grutz

Kenneth C. Burton

Judith E. Bendich

David Thomas Lyons

Amanda R. Stach - Tax Attorney

Andrew O. Carrington

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LEGAL TERMS

DISINHERIT

CERTIFICATION OF TRUST

EXEMPTION TRUST

PUBLIC ADMINISTRATOR

SELF-PROVING WILL

AB TRUST

ESTATE TAXES

AUGMENTED ESTATE

CONSERVATOR

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