Fort Pierce Estate Planning Lawyer, Florida, page 4

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Includes: Gift Taxation

Philip Byington Whitcomb

Federal Appellate Practice, Estate Planning, Employee Rights, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  48 Years

Ralph L. Evans

Commercial Real Estate, Land Use & Zoning, Estate Planning, Estate, Tax
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  50 Years

Gregg Michael Casalino

Residential Real Estate, Dispute Resolution, Lawsuit & Dispute, Estate Planning, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Christopher Howard Marine

Commercial Real Estate, Real Estate, Estate Planning, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Justin Kamp Larson

Commercial Real Estate, International Tax, Trusts, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  10 Years

Sandra Guzman Rennick

Commercial Real Estate, Real Estate, Estate Planning, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

James Prescott Covey

Commercial Real Estate, Estate Planning, Divorce & Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  35 Years

Glenn Burdette Grevengoed

Estate Administration, Estate Planning, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  38 Years

Eric Charles Barkett

Other, Lawsuit & Dispute, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  35 Years

Michael Alan Schroeder

Commercial Real Estate, Dispute Resolution, Estate Planning, Divorce & Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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

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800-943-8690

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

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)
A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

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.

IRREVOCABLE TRUST

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

FAMILY POT TRUST

See pot trust.

MARITAL LIFE ESTATE TRUST

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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