Waxahachie Estate Planning Lawyer, Texas


Includes: Gift Taxation

Jesse  Munguia Lawyer

Jesse Munguia

VERIFIED
Civil Rights, Juvenile Law, Estate Planning, Family Law, Employment

The Managing Attorney is Jesse Munguia. We are a full service law firm. We primarily service clients in Divorce, Child Custody, Child Support Modifica... (more)

Brandy M Austin Lawyer
badge
Brandy M Austin
is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.

Brandy M Austin

badge
Brandy M Austin is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.
VERIFIED
Estate Planning, Contract, Elder Law, Personal Injury, Family Law
With 6 attorneys and a team of 17 people, we assist clients through the legal process.

Hello, my name is Brandy Austin. I am a general practice attorney and founder of the Brandy Austin Law Firm in Arlington, TX. My firm is known for its... (more)

FREE CONSULTATION 

CONTACT

800-945-2241

Andrew Vincent Howard Lawyer

Andrew Vincent Howard

VERIFIED
Estate Planning, Family Law, Criminal, Business, Estate

Andrew Howard is a practicing attorney in the state of Texas specializing in Accident & Injury, Divorce & Family Law, and Criminal Defense. Mr. Howard... (more)

SaKinna Lavonne Thomas Lawyer

SaKinna Lavonne Thomas

VERIFIED
Juvenile Law, Estate Planning, Car Accident, Family Law, Elder Law

Sakinna Thomas is a practicing lawyer in the state of Texas. Attorney Thomas received her J.D. from Indiana University at Bloomington in 2002.

J.C.  Bailey Lawyer

J.C. Bailey

Estate, Estate Planning, Wills, Trusts, Wills & Probate

FREE CONSULTATION 

CONTACT

855-982-7199

John L. Barnes Lawyer

John L. Barnes

VERIFIED
Estate, Estate Planning, Wills & Probate, Trusts

Over 30 years of experience in providing individualized legal services. Fishing is one of my favorite activities. Fly fishing is my preferred metho... (more)

FREE CONSULTATION 

CONTACT

800-790-1461

Daniel R. Bacalis Lawyer

Daniel R. Bacalis

Divorce & Family Law, Alimony & Spousal Support, Child Custody, Child Support, Estate Planning
Hurst Divorce Attorney

Daniel Bacalis is a certified family law specialist that currently has offices in Galveston and Hurst. Being a family law specialist means having at l... (more)

FREE CONSULTATION 

CONTACT

817-498-4105

David Lee Jordan Lawyer

David Lee Jordan

DUI-DWI, Estate Planning, Domestic Violence & Neglect, Criminal, Estate
John Richard Vermillion Lawyer

John Richard Vermillion

VERIFIED
Trusts, Estate Planning, Elder Law, Veterans' Affairs

John R. Vermillion works as an estate planning and probate attorney and is licensed to practice in Texas, Louisiana, Oklahoma, and Tennessee. A native... (more)

Leonard H. Plog

Estate Planning, Family Law, Insurance, Business Organization
Status:  In Good Standing           

Free Help: Use This Form or Call 800-620-0900

Member Representative

Call me for fastest results!
800-620-0900

Free Help: Use This Form or Call 800-620-0900

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.


Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

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

LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)
The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)
A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

SAMPLE LEGAL CASES

Smith v. O'DONNELL

... 192 SW3d 780 (Tex.2006). 234 SW3d 135, 138. In Belt, we held that an executor was in privity with the decedent's attorneys and could sue them for estate-planning malpractice. 192 SW3d at 787. A prior case, Barcelo v. Elliott ...

In re Townley Bypass Unified Credit Trust

252 SW3d 715 (2008). In re TOWNLEY BYPASS UNIFIED CREDIT TRUST. No. 06-07-00025-CV. Court of Appeals of Texas, Texarkana. Submitted February 13, 2008. Decided April 9, 2008. 717 William E. Wylie, William E. Wylie ...

In re Estate of Henry

... in the 1996 revocable living trust agreement. In 2004, Thomas Henry and Ms. Henry met with Warren Nystrom, an attorney whose practice included estate planning and preparation of wills. On October 19, 2004, at the office ...