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Orchard Hill Estate Planning Lawyer, Georgia

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Includes: Gift Taxation

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1-4 of 4 matches. Page 1 of 1  

Kevin W. Hall

Social Security -- Disability, Estate Planning, Personal Injury, Divorce
Status:  In Good Standing           
CONTACT
577 Mulberry Street, Macon, GA 31201
Profile LAWPOINTS™43/100
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Mark A. Peek

Wills & Probate, Estate Planning, Trusts, Business Organization
Status:  In Good Standing           
CONTACT
105 West Oak Street, Griffin, GA 30224
Profile LAWPOINTS™59/100
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Charles B Haygood Jr.

Estate Planning, Adoption, DUI-DWI, Criminal
Status:  In Good Standing           
CONTACT
87 N Lee St, Forsyth, GA 31029
Profile LAWPOINTS™30/100
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Alex Crumbley

Mediation, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing           
CONTACT
80 Macon Street, Mcdonough, GA 30253
Profile LAWPOINTS™19/100
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TIPS

Easily find Orchard Hill Estate Planning Lawyers and Orchard Hill Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

FAMILY POT TRUST

See pot trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

CURATOR

See conservator.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)
A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SAMPLE LEGAL CASES

Savu v. SunTrust Bank

... Rocky Lange, a SunTrust vice president with responsibilities as a business development officer, sent the Riches a letter in 1996 encouraging them to upgrade their wills and engage in estate planning. ... 279 Later in 1999, the Riches met with Morrison to discuss estate planning. ...

Lipscomb v. Young

... [2] To the contrary, the estate planning lawyer who drafted the will attested by affidavit that appellee was not present during any of his discussions with testator regarding the contents of the will and had no involvement in the planning or preparation of the will.

Georgia Dept. of Revenue v. TRAWICK CONST. CO., INC.

674 SE2d 350 (2009). GEORGIA DEPARTMENT OF REVENUE v. TRAWICK CONSTRUCTION COMPANY, INC. No. A08A2323. Court of Appeals of Georgia. February 23, 2009. 352 Thurbert E. Baker, Atty. Gen., Warren R. Calvert, Sr. Asst. Atty. Gen., Lourdes Gonzalez, Asst. ...

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