Saint Mary County, LA Trusts Lawyers

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Dennis Elfert
About | Practice Areas
The Law Office of Dennis J. Elfert, APLC
522 Roussell St Houma, LA 70360» view map
Estate Law
Over 25 Years Of Experience

Dennis Elfert is a practicing lawyer in the state of Louisiana who handles Social Security, Estate, Real Estate, and Accident and Injury matters.

985-655-3333
1. Dennis Elfert Houma, LA
  Attorney at Law- LA
  Loyola Law School, J.D.
2. AboutThe Law Office of Dennis J. Elfert, APLC
  Over 25 Years Of Experience
3. Practice AreasExpertise
  Estate Law
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R. Scott Ramsey

Social Security -- Disability, Medical Malpractice, Government Agencies, Civil Rights

Status: In Good Standing

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1915 Highway, 182 Bayou Vista, Morgan City, LA 70380

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Robert Lemoine Duffy

Divorce & Family Law, Criminal, Business, Accident & Injury

Status: In Good Standing Licensed: 30 Years

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Allen A Mcelroy

Government

Status: In Good Standing Licensed: 52 Years

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3481 5Th St, Berwick, LA 70342

Nicole Dufrene Streva

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1915 Highway 182 E, Morgan City, LA 70380

R Scott Ramsey

Industry Specialties, Government, Personal Injury, Accident & Injury

Status: In Good Standing Licensed: 50 Years

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1915 Highway 182 E, Morgan City, LA 70380

Stephen Patrick Skiles

Workers' Compensation, Accident & Injury

Status: In Good Standing Licensed: 25 Years

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Mona Annice Favaron

General Practice

Status: In Good Standing Licensed: 14 Years

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6044B Railraod Ave, Morgan City, LA 70380

800-923-0641

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LEGAL TERMS

INTER VIVOS TRUST

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

CERTIFICATION OF TRUST

See abstract of trust.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SAMPLE LEGAL CASES

In re Mashburn Marital Trusts

In this protracted litigation, Joseph Patton ("Pat") Mashburn and Donald J. ("Don") Mashburn, in their capacities as the managing co-trustees of the Jack and Sadie Pugh Mashburn Marital Trust ("marital trust") and Pat Mashburn and Richard A. Mashburn, in their capacities as ...

Brown v. Schwegmann

... Specifically, she asserted that all or part of Mr. Schwegmann's interests in the John F. Schwegmann Trust # 1 and the John F. Schwegmann Trust # 2 (hereinafter referred to as "the trusts") were subject to seizure in satisfaction of her judgment. ...

IN THE MATTER OF MASHBURN MARITAL TRUSTS

Joseph Patton ("Pat") Mashburn and Donald J. ("Don") Mashburn, in their capacities as the managing co-trustees of the Jack and Sadie Pugh Mashburn Marital Trust ("marital trust"), and Pat Mashburn and Richard A. Mashburn, in their capacities as the co-trustees of the Mashburn Family ...

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Saint Mary County, LA Trusts Lawyers

Sponsored Law Firm

The Law Office of Dennis J. Elfert, APLC

SPONSORED LAWYERS

R. Scott Ramsey

David Michael Thorguson

Eric Isaiah Holden Hoggatt

Kimberly A. Theriot

Robert Lemoine Duffy

Allen A Mcelroy

Nicole Dufrene Streva

R Scott Ramsey

Stephen Patrick Skiles

Mona Annice Favaron

TIPS

LEGAL TERMS

INTER VIVOS TRUST

CERTIFICATION OF TRUST

SUMMARY PROBATE

GENERATION-SKIPPING TRUST

ANCILLARY PROBATE

SPECIAL ADMINISTRATOR

CONTINGENT BENEFICIARY

MINERAL RIGHTS

PER STIRPES

SAMPLE LEGAL CASES

In re Mashburn Marital Trusts

Brown v. Schwegmann

IN THE MATTER OF MASHBURN MARITAL TRUSTS

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