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Bushnell Estate Planning Lawyer, Florida

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Includes: Gift Taxation

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1-5 of 5 matches. Page 1 of 1  

Frederick T. Goller

Living Wills, Estate Administration, Wills & Probate, Estate Planning
Status:  In Good Standing           
CONTACT
1028 Lake Sumter Landing, The Villages, FL 32162
Profile LAWPOINTS™40/100
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Richard Shawn Fitzpatrick

Litigation, Estate Planning, Trusts, Trade Associations
Status:  In Good Standing           Licensed:  48 Years
CONTACT
213 N Apopka Ave, Inverness, FL 34450
Profile LAWPOINTS™24/100
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Phillip S. Smith

Class Action, Estate Planning, Family Law, Corporate
Status:  In Good Standing           Licensed:  31 Years
CONTACT
Leesburg, FL 34749
Profile LAWPOINTS™42/100
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Melissa Finley Williams

Real Estate, Estate Planning, Elder Law, Business
Status:  In Good Standing           Licensed:  12 Years
CONTACT
8564 E County Road 466, The Villages, FL 32162
Profile LAWPOINTS™34/100
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Katina Helen Pantazis

Wills & Probate, Estate Planning, Estate, Elder Law, Business Organization
Status:  In Good Standing           Licensed:  15 Years
CONTACT
13710 North US Hwy 441, The Villages, FL 32159
Profile LAWPOINTS™34/100
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TIPS

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

LEGAL TERMS

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)
The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)
An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

CURATOR

See conservator.

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

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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