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Jerrold Edward Slutzky Lawyer

Jerrold Edward Slutzky

VERIFIED *Status is reviewed annually. For latest information visit here
Estate, Business, Wills & Probate

Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Se... (more)

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800-661-9780

Jerome Barton Blevins Lawyer

Jerome Barton Blevins

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Estate, Power of Attorney, Wills & Probate, Trusts, Elder Law

Jerome B. Blevins is a partner in the Liability division in the St. Petersburg office. Over the past 20 years, Jerry focused his practice in several a... (more)

Jorge  Schmidt Lawyer

Jorge Schmidt

VERIFIED *Status is reviewed annually. For latest information visit here
Lawsuit & Dispute, Malpractice, Products Liability, Defamation & Slander, Trusts

I am a Miami-based complex litigation lawyer who founded and ran two startups in Latin America. I have lived the problems faced by businesses, especi... (more)

Anthony Joseph Comparetto Lawyer

Anthony Joseph Comparetto

VERIFIED *Status is reviewed annually. For latest information visit here
Business, Tax, Estate

Anthony Joseph Comparetto is a practicing lawyer in the state of Florida who handles Business, Tax, and Estate law.

Mitchell  A Sherman Lawyer

Mitchell A Sherman

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Wills & Probate, Estate Planning, Trusts, Living Wills, Estate
Mr. Sherman is a Florida native, with over 30 years of experience.

Mitchell Sherman is a practicing attorney in the state of Florida, handling Real Estate and Estate Cases.

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727-496-5637

Gale H. Moore

Wills, Wills & Probate, Family Law, Divorce
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Dennis R. "Rep" DeLoach

Landlord-Tenant, Estate Planning, Elder Law, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Dennis R. DeLoach

Corporate, Estate Planning, Wills & Probate, Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Gary E. Williams

Government Agencies, Wills, Wills & Probate, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Colin A. Colgan

Bankruptcy, Estate Planning, Family Law, Landlord-Tenant
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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LEGAL TERMS

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).

FAMILY POT TRUST

See pot trust.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)
The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)
A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)
The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

   More Legal Terms...

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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