Phoenix Trusts Lawyer, Arizona

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Joseph Martineau
About | Practice Areas
Martineau Law, PLLC
4445 E Holmes Ave Suite 106 Mesa, AZ 85206» view map
Accident & Injury, Estate, Nursing Home, Immigration
Proudly Serving Maricopa County

Joseph Martineau has a track record of successful cases.

800-935-4021
1. Joseph Martineau Mesa, AZ
  Attorney at Law - AZ, 1976
  Brigham Young University J.D. 1976
2. AboutMartineau Law, PLLC
  Over 40 years of experience.
3. Practice AreasExpertise
  Accident & Injury, Estate, Nursing Home, Immigration
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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

960 W Elliot Rd, Tempe, AZ 85284

David Spilsbury

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Estate, Trusts, Wills & Probate

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

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800-811-4690

18 E University Drive, Mesa, AZ 85201

Andre L. Pennington

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Estate, Wills & Probate, Trusts, Estate Planning, Wills

Andre Pennington is an accomplished Arizona, federal and military attorney that concentrates his practice on estate planning, wills, trusts, probate a... (more)

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800-795-7530

15331 W Bell Rd, Surprise, AZ 85374

Sarah Elizabeth Price

Estate Planning, Wills, Trusts, Tax

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3550 N. Central Avenue, Phoenix, AZ 85012

Steven G. Clark

Contract, Estate Planning, Family Law, Trusts

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7319 North 16th Street, Phoenix, AZ 85020

Mark A Bregman

Wills, Trusts, Estate Planning, Motor Vehicle

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3411 N 5Th Ave, Phoenix, AZ 85013

Douglass Lodmell

International Tax, Wills & Probate, Trusts, Business & Trade

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5110 N. Central Avenue, Phoenix, AZ 85012

Caleb S Lihn

Litigation, Trusts, Estate Planning, Elder Law

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300 West Clarendon Ave., Phoenix, AZ 85013

Kelly L Kral

Mental Health, Trusts, Elder Law, Wrongful Death, Estate

Status: Licensed: 26 Years

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3411 N 5Th Ave, Phoenix, AZ 85013

Michelle A Booge

Mental Health, Trusts, Elder Law, Business & Trade, Estate

Status: Licensed: 15 Years

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3411 North 5Th Avenue, Phoenix, AZ 85013

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LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.'

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.'

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

... will; applying funds in keeping with Violette's wishes and interests to conserve Violette's property and benefit Violette's relatives; and maximizing entitlements to federal and state medical programs by all legitimate means through revocable/irrevocable transfers into trusts for the ...

IN RE ESTHER CAPLAN TRUST

... We adopt certain factors from the Restatement (Second) of Trusts for evaluating the exercise of the trustee's discretion. ... FACTS AND PROCEDURAL HISTORY. Â¶ 2 Esther Caplan died in 1983. Her will created two trusts, each funded with one-half her residuary estate. ...

IN RE MATTER OF SOVA

... We adopt certain factors from the Restatement (Second) of Trusts for evaluating the exercise of the trustee's discretion. ... FACTS AND PROCEDURAL HISTORY. Â¶2 Esther Caplan died in 1983. Her will created two trusts, each funded with one-half her residuary estate. ...

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Phoenix Trusts Lawyer, Arizona

Sponsored Law Firm

Martineau Law, PLLC

SPONSORED LAWYERS

Marcus N. Seiter

David Spilsbury

Andre L. Pennington

Sarah Elizabeth Price

Steven G. Clark

Mark A Bregman

Douglass Lodmell

Caleb S Lihn

Kelly L Kral

Michelle A Booge

TIPS

LEGAL TERMS

BENEFICIARY

EXECUTOR

PROPERTY CONTROL TRUST

LIVING TRUST

RESIDUARY ESTATE

CERTIFIED COPY

GRANTOR RETAINED INCOME TRUST

CONTINGENT BENEFICIARY

ABSTRACT OF TRUST

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

IN RE ESTHER CAPLAN TRUST

IN RE MATTER OF SOVA

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