Phoenix Trusts Lawyer, Arizona

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Zachary Mushkatel
About | Practice Areas
Mushkatel Robbins & Becker PLLC
15249 N. 99th Ave Sun City, AZ 85351» view map
Accident & Injury Law
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At Mushkatel, Robbins & Becker, PLLC, our goal is to provide you with a comfortable environment where you can get trusted guidance on the legal matters affecting your life.

800-895-6240
1. Zachary Mushkatel Sun City, AZ
  Attorney at Law - AZ, 2004
  University of Minnesota J.D. 2004
2. AboutMushkatel Robbins & Becker PLLC
  Dedicated to Justice!
3. Practice AreasExpertise
  Accident & Injury Law
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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)

FREE CONSULTATION

CONTACT

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.

CONTACT

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)

FREE CONSULTATION

CONTACT

800-795-7530

15331 W Bell Rd, Surprise, AZ 85374

Sarah Elizabeth Price

Estate Planning, Wills, Trusts, Tax

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CONTACT

3550 N. Central Avenue, Phoenix, AZ 85012

Steven G. Clark

Contract, Estate Planning, Family Law, Trusts

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CONTACT

7319 North 16th Street, Phoenix, AZ 85020

Mark A Bregman

Wills, Trusts, Estate Planning, Motor Vehicle

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CONTACT

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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CONTACT

300 West Clarendon Ave., Phoenix, AZ 85013

Kelly L Kral

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

Status: Licensed: 26 Years

CONTACT

3411 N 5Th Ave, Phoenix, AZ 85013

Michelle A Booge

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

Status: Licensed: 14 Years

CONTACT

3411 North 5Th Avenue, Phoenix, AZ 85013

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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

Mushkatel Robbins & Becker 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

FAMILY POT TRUST

SPECIAL ADMINISTRATOR

TRUSTEE

GENERATION-SKIPPING TRANSFER TAX

SUCCESSOR TRUSTEE

AUGMENTED ESTATE

QDOT TRUST

LAPSE

QTIP TRUST

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

IN RE ESTHER CAPLAN TRUST

IN RE MATTER OF SOVA

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