Washington Estate Planning Lawyer, District of Columbia

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Includes: Gift Taxation

John Samuels Pontius Lawyer

John Samuels Pontius

Tax, International Tax, Gift Taxation, Corporate, State Government

Pontius Tax Law, PLLC strives to resolve sensitive tax problems through trust, dedication, and value. The law firm was founded by John Pontius. Mr. Po... (more)

Robert S. Bullock Lawyer

Robert S. Bullock

VERIFIED
Estate, Power of Attorney, Estate Planning, Medicare & Medicaid, Guardianships & Conservatorships

Robert S. Bullock, Esq., CELA, CAP is the principal of the Elder & Disability Law Center and is licensed to practice in the District of Columbia, Mary... (more)

Madeha Chaudry Dastgir

Estate Planning, Family Law, Intellectual Property, Litigation
Status:  In Good Standing           

Glendia D. Rice

Administrative Law, Corporate, Estate Planning, Family Law, Mental Health
Status:  In Good Standing           

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Raj K. Bhagat

Tax, Immigration, Estate Planning, Employment
Status:  In Good Standing           

H. Carter Hood

Estate Planning, Tax
Status:  In Good Standing           

Audrey Corso

Wills, Estate Planning, Elder Law
Status:  In Good Standing           

Jennifer J. Finn

Corporate Tax, Estate Planning
Status:  In Good Standing           

John M. Clifford

Estate Planning, Employment, Family Law, Contract
Status:  In Good Standing           

Lenore C. Garon

Estate Planning, Employment Discrimination, Family Law, Civil Rights
Status:  In Good Standing           

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Washington Estate Planning Lawyers and Washington Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)
The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)
A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

NET ESTATE

The value of all property owned at death less liabilities or debts.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.'

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SAMPLE LEGAL CASES

Smith v. Wells Fargo Bank

... 38, 733 NE2d 713, 714-15 (2000) (noting that estate planning recommendation was that mother make inter vivos gifts to her daughter to "minimize death taxes on her estate when she passed away and to maximize the value of assets that [the daughter] would receive upon [the ...

Gomez v. Independence Mgmt. of Delaware, Inc.

... "The conveyance directed by Mr. Fairbairn to a de facto wholly owned corporation was effectuated for no purpose other than to legitimately limit Mr. Fairbairn's liability and to simplify his future estate planning." Id. at 1141 (footnote omitted). ...

WATERSIDE TOWERS RESIDENT v. TRILON PLAZA

2 A.3d 1084 (2010). WATERSIDE TOWERS RESIDENT ASSOCIATION INC., et al., Appellants, v. TRILON PLAZA COMPANY, et al., Appellees. Nos. 06-CV-903, 08-CV-163. District of Columbia Court of Appeals. Argued February 25, 2009. Decided August 26, 2010. ...