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Ocate Estate Lawyer, New Mexico

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1-10 of 44 matches. Page 1 of 5  

Leslee C. Petersen

General Practice
Status:  In Good Standing           
CONTACT
Arroyo Seco, NM 87514
Profile LAWPOINTS™32/100
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Maureen Siobhan Moore

General Practice
Status:  In Good Standing           
CONTACT
El Prado, NM 87529
Profile LAWPOINTS™34/100
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Jacob Daniel Caldwell

Commercial Real Estate, Business & Trade, Corporate, Estate Planning
Status:  In Good Standing           
CONTACT
1181 Don Bernabe Garcia Ln, El Prado, NM 87529
Profile LAWPOINTS™32/100
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Paloma G. Romo

Transportation & Shipping, Landlord-Tenant, Natural Resources, Wills
Status:  In Good Standing           
CONTACT
El Prado, NM 87529
Profile LAWPOINTS™22/100
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Sara Anne Blankenhorn

Criminal, Landlord-Tenant, Natural Resources, Estate Planning
Status:  In Good Standing           
CONTACT
El Prado, NM 87529
Profile LAWPOINTS™22/100
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Joseph E. Caldwell

General Practice
Status:  In Good Standing           
CONTACT
1181 Don Bernabe Garcia Ln, El Prado, NM 87529
Profile LAWPOINTS™32/100
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Connie Ode

International Other, Estate Planning, Civil Rights, Natural Resources
Status:  In Good Standing           
CONTACT
El Prado, NM 87529
Profile LAWPOINTS™24/100
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Kenneth Boiarsky

International, Gift Taxation
Status:  In Good Standing           Licensed:  41 Years
CONTACT
174 Los Alamitos Pl, El Prado, NM 87529
Profile LAWPOINTS™38/100
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Kenneth Robert Boiarsky

International, Gift Taxation, Tax
Status:  In Good Standing           Licensed:  56 Years
CONTACT
20 Los Alamitos Ln, El Prado, NM 87529
Profile LAWPOINTS™26/100
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Kathryn R. Mullen

Commercial Real Estate, Wills, Environmental Law Other, Business & Trade
Status:  In Good Standing           Licensed:  43 Years
CONTACT
39 N Mesa Rd, El Prado, NM 87529
Profile LAWPOINTS™21/100
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Lawyer.com can help you easily and quickly find Ocate Estate Lawyers and Ocate Estate Law Firms. Refine your search by specific Estate practice areas such as Estate Planning, Trusts, Wills & Probate and Power of Attorney matters.

LEGAL TERMS

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)
A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

INTER VIVOS TRUST

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

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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