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South Lancaster Estate Planning Lawyer, Massachusetts

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Includes: Gift Taxation

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1-7 of 7 matches. Page 1 of 1  

Francis C Burke

Real Estate, Trusts, Estate Planning, Personal Injury
Status:  In Good Standing           
CONTACT
77 High St, Clinton, MA 01510
Profile LAWPOINTS™33/100
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Maryjo A. Hart

Family Law, Wills & Probate, Estate Planning, Litigation
Status:  In Good Standing           

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CONTACT
189 Main Street, Marlborough, MA 01752
Profile LAWPOINTS™40/100
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Courtney E. Ziegler

Condominiums, Construction, Estate Planning, Corporate, Banking & Finance
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT
14 Winthrop St, Marlborough, MA 01752
Profile LAWPOINTS™40/100
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Karli S. Fernandez-Fontaine

Estate Planning, Divorce, DUI-DWI, Elder Law
Status:  In Good Standing           
CONTACT
20 Sierra Way, Leominster, MA 01453
Profile LAWPOINTS™27/100
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Patrick M Hart

Real Estate, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing           Licensed:  33 Years
CONTACT
189 Main Street, Marlborough, MA 01752
Profile LAWPOINTS™40/100
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Douglas J. Rowe

Land Use & Zoning, Estate Planning, Corporate, Business Organization
Status:  In Good Standing           Licensed:  57 Years
CONTACT
540 Concord Road, Marlborough, MA 01752
Profile LAWPOINTS™31/100
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Barbara H Rowe

Land Use & Zoning, Estate Planning, Corporate, Business Organization
Status:  In Good Standing           Licensed:  53 Years
CONTACT
540 Concord Road, Marlborough, MA 01752
Profile LAWPOINTS™33/100
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By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

TIPS

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

LEGAL TERMS

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.

CERTIFICATION OF TRUST

See abstract of trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SAMPLE LEGAL CASES

Dwyer v. Dwyer

... trust. She alleges that, because of drafting errors, the trust as written fails to give effect to one of the donor's principal estate planning goals, that is, to transfer his property to his family while minimizing adverse tax consequences. ...

Shultz v. Shultz

... Hanna and Lucas are the minor children of Arnon. Jean and Samson retained attorney Judah Rubin to implement an estate plan that would achieve their estate planning goals, one of which was the minimization of Federal and State estate taxes. ...

Germain v. Girard

... the lawsuit. Alan conducted all communications with Bowditch & Dewey concerning George's estate plan, initially with Fenton and later with Attorney Maryjo Hart (who prepared the estate planning documents). On November ...

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