Melbourne Estate Planning Lawyer, Florida, page 3

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Includes: Gift Taxation

James David Pretorius

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

Ruth Celia Rhodes

Civil Rights, Estate Planning, Construction, Child Custody, Contract
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Hurley Partin Whitaker

Federal Trial Practice, Estate Planning, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  42 Years

Charles Ian Nash

Wills & Probate, Trusts, Estate Planning, Business
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Laura K Betten

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

Kurt Carl Weiss

Estate Planning, Estate, Divorce & Family Law, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  42 Years

Keith Stuart Kromash

Commercial Real Estate, Wills, Trusts, Estate Planning
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Glen Everett Chaney

Mediation, Trusts, Estate Planning, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  40 Years

Michael Lee Marlowe

Commercial Real Estate, Real Estate, Estate Planning, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  52 Years

Rebecca K. Schultz

General Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  8 Years

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

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)
The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

LIFE BENEFICIARY

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

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)
A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

CREDIT SHELTER TRUST

See AB trust.

CERTIFICATION OF TRUST

See abstract of 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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