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)

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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.

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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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: 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.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SUCCESSOR TRUSTEE

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

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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

BENEFICIARY

TRUSTEE

GROSS ESTATE

RESIDUARY ESTATE

BYPASS TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

SPENDTHRIFT TRUST

SUCCESSOR TRUSTEE

SWEARING MATCH

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

IN RE ESTHER CAPLAN TRUST

IN RE MATTER OF SOVA

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