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Montello Estate Planning Lawyer, Wisconsin

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Includes: Gift Taxation

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1-7 of 7 matches. Page 1 of 1  

Elizabeth Stevens

Estate Planning, Child Custody, Civil Rights, Reorganization
Status:  In Good Standing           
CONTACT
311 Dewitt Street, Portage, WI 53901
Profile LAWPOINTS™34/100
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John R. Miller

Real Estate, Trusts, Civil Rights, Estate Planning
Status:  In Good Standing           
CONTACT
311 Dewitt Street, Portage, WI 53901
Profile LAWPOINTS™34/100
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Bruce Rashke

Tax, Estate Planning
Status:  In Good Standing           Licensed:  41 Years
CONTACT
W5669 Carol Court, Pardeeville, WI 53954
Profile LAWPOINTS™12/100
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Hans O. Helland

Divorce & Family Law, Bankruptcy, Estate Planning, Personal Injury
Status:  Inactive           Licensed:  76 Years
CONTACT
Wisconsin Dells, WI 53965
Profile LAWPOINTS™34/100
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Gene Kirschbaum

Estate Planning, Elder Law, Bad Faith Insurance, Car Accident
Status:  In Good Standing           
CONTACT
328 Park Avenue, Beaver Dam, WI 53916
Profile LAWPOINTS™27/100
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Eric L. Becker

Commercial Real Estate, Corporate, Credit & Debt, Estate Planning
Status:  In Good Standing           Licensed:  51 Years
CONTACT
130A Park Ave, Beaver Dam, WI 53916
Profile LAWPOINTS™24/100
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Steven D. Shambeau

Commercial Real Estate, Corporate, Family Law, Estate Planning
Status:  In Good Standing           Licensed:  50 Years
CONTACT
204 S Main St, Waupaca, WI 54981
Profile LAWPOINTS™24/100
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Easily find Montello Estate Planning Lawyers and Montello Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

PREDECEASED SPOUSE

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

CURATOR

See conservator.

SURROGATE COURT

See probate court.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

SAMPLE LEGAL CASES

Tensfeldt v. Haberman

... Wis. Stat. (Rule) § 809.61 (2007-08). [1] It involves a dispute between the children of the deceased, Robert Tensfeldt, and the two attorneys who provided his estate planning services, Attorneys LaBudde and Haberman. Both ...

IN THE ESTATE OF DERZON

... circuit court: • to compel Laatsch to give them "any and all documents and records related to [Derzon's] Estate and Trust and all trusts thereunder, the Will, the estate planning documents, and all related documents[.]"; to compel ...

IN RE THE ESTATE OF HECK

... to be addressed. I make no such suggestion; I only wish to call attention to the tension which is developing regarding the growing disparity between testamentary and non-testamentary means of estate planning. [1] All references ...

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