Sandyville Estate Planning Lawyer, West Virginia

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Includes: Gift Taxation

Heather E. Vanhoose

Veterans' Affairs, Social Security -- Disability, Estate Planning, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Nathan J. Chill

Family Law, Corporate, Elder Law, Estate Planning
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Thomas H. Peyton

Mass Torts, Estate Planning, Family Law, Criminal, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  24 Years

Lonnie C. Simmons

Real Estate, Estate Planning, Employment, Family Law, Landlord-Tenant
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  43 Years

Tammy Bowles Raines

Litigation, Estate Planning, Family Law, Personal Injury, Industry Specialties
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Bob Tweel

Tax, Trusts, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  32 Years

G. Thomas Battle

Tax, Gift Taxation, Corporate, Credit & Debt, Household Mold
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

S. Benjamin Bryant

Litigation, Estate Planning, Family Law, Criminal, Landlord-Tenant
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  47 Years

Anne B. Charnock

Estate Planning, Family Law, Federal Appellate Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  41 Years

John Byrd

Estate Planning, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

CURATOR

See conservator.

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.

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.

BENEFICIARY

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

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.

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.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SAMPLE LEGAL CASES

IN RE JAMES

... 885, 575 SE2d 864 (2002). Therefore, the HPS found no violation by Respondent of Rule 1.9(a). The DeFrances case involved an estate lawyer who met briefly with a testator who had a will, but who ultimately did not utilize the lawyer's estate planning services. ...

Rosier v. Rosier

... At his deposition, Mr. Miller stated that he consulted with Stearl Rosier and Robert Lee Rosier about estate planning. ... Further, the property transfers were made to effectuate estate planning, as opposed to part of an attempt to defraud his wife. ...

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