Okeechobee Trusts Lawyer, Florida


Jamy Ernst Barreau Lawyer

Jamy Ernst Barreau

VERIFIED
Estate, Estate Planning, Wills & Probate, Trusts, Estate Administration

Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational weal... (more)

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CONTACT

800-969-4531

Pamela Karlson

Real Estate, Wills & Probate, Trusts, Bankruptcy
Status:  In Good Standing           Licensed:  30 Years

Estelle Linda Brown Tuthill

Mediation, Trusts, Life & Health, Federal Appellate Practice
Status:  In Good Standing           Licensed:  43 Years

Roger N. Messer

Wills, Trusts, Estate Planning, Bad Faith Insurance
Status:  In Good Standing           Licensed:  48 Years

Joseph S Karp

Real Estate, Wills & Probate, Trusts, Elder Law
Status:  In Good Standing           Licensed:  47 Years

David Newton Sowerby

Commercial Real Estate, Trusts, Corporate, Banking & Finance
Status:  In Good Standing           

Dana Michelle Apfelbaum

Commercial Real Estate, International Tax, Trusts, Business
Status:  In Good Standing           Licensed:  15 Years

Frederick A Harrison

Mediation, State Trial Practice, Trusts, Guardianships & Conservatorships
Status:  In Good Standing           Licensed:  57 Years

John Jay Mangan

Commercial Real Estate, Wills, Trusts, Estate Planning
Status:  In Good Standing           

Mary Bobko Thomas

Commercial Real Estate, Trusts, Estate Planning, Adoption
Status:  In Good Standing           Licensed:  41 Years

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LEGAL TERMS

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)
Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)
A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SUCCESSOR TRUSTEE

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

MARITAL LIFE ESTATE TRUST

See AB trust.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...