Lebanon Estate Planning Lawyer, Indiana

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Includes: Gift Taxation

Matthew E. Conrad

Corporate Tax, Gift Taxation, Contract, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

T. Jay Curts

Construction, Litigation, Estate Planning, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Robert J. Milford

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

Jillian C. Keating

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

Russell L. Jones

Corporate, Collection, Estate Planning, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Sean E. Obermeyer

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

Marc A. Hetzner

Income Tax, Corporate Tax, Gift Taxation, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Lisa M. Glenn

Estate Planning, Corporate, Non-profit, Business Organization
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Thomas P. Ewbank

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

Keith E. Gifford

Landlord-Tenant, Social Security -- Disability, Estate Planning, Car Accident
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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CONTACT

Free Help: Use This Form or Call 800-814-6700

Member Representative

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800-814-6700

Free Help: Use This Form or Call 800-814-6700

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LEGAL TERMS

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.'

CERTIFICATION OF TRUST

See abstract of trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

MARITAL LIFE ESTATE TRUST

See AB trust.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)
A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

TRUSTEE POWERS

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

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.'

LIFE BENEFICIARY

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

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.'

SAMPLE LEGAL CASES

First Farmers Bank & Trust Co. v. Whorley

... We are not persuaded. Indiana Code section 29-3-9-4, referred to by our supreme court as Indiana's guardianship estate planning statute, provides. (a) Upon petition of the guardian (other than a temporary guardian) or any ...

In re Guardianship of Phillips

... On May 19, 2009, Hudson filed a petition to do estate planning on Donna's behalf and revoke the Joint Trust. ... Id. at 8. In its judgment, the trial court denied Hudson's petition to do estate planning and revoke the Joint Trust and declared the Joint Trust shall remain in effect. ...

Leever v. Leever

... fraud. Title 42 of the United States Code section 1396(a) expresses the legislative intent that the Medicaid program should not be used as an estate planning tool. Forsyth v. Rowe, 226 Conn. 818, 828, 629 A.2d 379, (1993). ...

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