Mesa Estate Lawyer, Arizona

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Robert J. Weber Lawyer

Robert J. Weber

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Estate

When I headed off to college in 1962, I had every intention of completing my four years and then becoming a teacher. But it seems life had a very diff... (more)

Joseph Stanley Martineau Lawyer

Joseph Stanley Martineau

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Accident & Injury, Medical Malpractice, Nursing Home, Estate, Children's Rights

Joseph Martineau is a practicing lawyer in the state of Arizona. Attorney Martineau received his J.D. from the Brigham Young University, J. Reuben Cla... (more)

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800-935-4021

David  Spilsbury Lawyer

David Spilsbury

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Estate, Trusts, Wills & Probate

David Spilsbury is a practicing lawyer in the state of Arizona.

Miguel  Cardenas Lawyer

Miguel Cardenas

Business, Civil & Human Rights, Estate, Lawsuit & Dispute, Real Estate
Carrie M. Wilcox Lawyer
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Carrie M. Wilcox
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Carrie M. Wilcox

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Divorce & Family Law, Estate

Born in Nebraska, Attorney Carrie M. Wilcox moved to Arizona and ultimately became the founding partner of the Law Office of Carrie M. Wilcox. Ms. Wi... (more)

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Erin  Leary Lawyer

Erin Leary

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Wills & Probate

Erin Leary has been licensed in Nebraska since 1984, and in Arizona since 2000. She has over 30 years of experience in probate law. She attended C... (more)

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800-396-5060

Mark E Andersen Lawyer

Mark E Andersen

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Estate

Mark Andersen is the managing partner of ANDERSEN PLLC. Mark established ANDERSEN PLLC in December 2013 with a vision: (1) to serve families and provi... (more)

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800-970-4161

Marcus N. Seiter Lawyer
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Marcus N. Seiter

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Trusts, Power of Attorney, Estate Planning, Living Wills

I am passionate about helping people formulate plans to reach their goals. Since 1999, I have been involved in that process with hundreds of clients ... (more)

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480-630-6587

Ellis M Carter Lawyer

Ellis M Carter

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Education, International Tax, Gift Taxation, Corporate

Ellis McGehee Carter is a nonprofit lawyer licensed to practice in Washington and Arizona and advising tax-exempt organizations on federal tax matters... (more)

Brett A. Brudvik

Litigation, Municipal, Estate Planning, Family Law, Business
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Free Help: Use This Form or Call 800-814-6700

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

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LEGAL TERMS

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

MARITAL LIFE ESTATE TRUST

See AB trust.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)
Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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