Saint Petersburg Estate Planning Lawyer, Florida

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Marlon Onias
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Onias Law, P.L.
1825 NW Corporate Blvd, Suite 110, Boca Raton, Florida 33431Â» view map
Estate:
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Our goal is to develop lifelong clients and provide them with invaluable counsel that can be utilized far after a matter has been resolved.

800-810-4820
1. Marlon Onias Boca Raton, FL
  Attorney at Law - FL, 2013
  Florida A&M University J.D. 2010
2. AboutOnias Law, P.L.
  Helping clients navigate through legal issues with a piece of mind.
3. Practice AreasExpertise
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Includes: Gift Taxation

Mitchell A Sherman

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

Mr. Sherman is a Florida native, with over 30 years of experience.

Mitchell Sherman is a practicing attorney in the state of Florida, handling Real Estate and Estate Cases.

FREE CONSULTATION

CONTACT

727-496-5637

111 2nd Ave. NE, Saint Petersburg, FL 33701

David Wayne Wilcox

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Estate, Real Estate, Business, Estate Planning, Mediation

With an office only two blocks from the Manatee County Courthouse, I enjoy being in the heart of downtown and close to the river. It reminds me of how... (more)

CONTACT

800-958-4350

308 13th St W, Bradenton, FL 34205

Sean K. McQuaid

Litigation, Estate Planning, Family Law, Criminal

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CONTACT

First Union Bldg, 980 Tyrone Boulevard, Saint Petersburg, FL 33743

Stephen J. Wein

Lawsuit & Dispute, Estate Planning, Family Law, Criminal

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CONTACT

5999 Central Avenue, Saint Petersburg, FL 33710

Robert W. Fisher (Retired)

Estate Planning, Trusts

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FREE CONSULTATION

CONTACT

1000 16th Street North, Saint Petersburg, FL 33705

Anthony S. Battaglia

Corporate, Business Organization, Criminal, Estate Planning

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CONTACT

First Union Bldg, 980 Tyrone Boulevard, Saint Petersburg, FL 33743

Dennis R. "Rep" DeLoach

Landlord-Tenant, Estate Planning, Elder Law, Personal Injury

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8640 Seminole Boulevard, Seminole, FL 33772

Dennis R. DeLoach

Corporate, Estate Planning, Wills & Probate, Real Estate

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CONTACT

8640 Seminole Boulevard, Seminole, FL 33772

Colin A. Colgan

Bankruptcy, Estate Planning, Family Law, Landlord-Tenant

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CONTACT

8640 Seminole Boulevard, Seminole, FL 33772

Ann-Eliza Musoke Taylor

Estate Administration, Estate Planning, Living Wills, Wills & Probate

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CONTACT

320 W. Kennedy Boulevard, Tampa, FL 33606

800-814-6700

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LEGAL TERMS

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.'

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.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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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Saint Petersburg Estate Planning Lawyer, Florida

Sponsored Law Firm

Onias Law, P.L.

SPONSORED LAWYERS

Mitchell A Sherman

David Wayne Wilcox

Sean K. McQuaid

Stephen J. Wein

Robert W. Fisher (Retired)

Anthony S. Battaglia

Dennis R. "Rep" DeLoach

Dennis R. DeLoach

Colin A. Colgan

Ann-Eliza Musoke Taylor

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

BYPASS TRUST

CONTINGENT BENEFICIARY

ENDOWMENT INSURANCE

PROVING A WILL

BEQUEATH

ESTATE TAXES

ADMINISTRATION (OF AN ESTATE)

PETITION

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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