Bedford Wills & Probate Lawyer, Kentucky

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Includes: Estate Administration, Living Wills, Wills

William S. Bornstein Lawyer

William S. Bornstein

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Accident & Injury, Real Estate, Wills & Probate

Our attorneys at Bornstein Oppenheimer, PLLC are highly experienced and reputable litigators, negotiators, advocates, and counselors. Together with a ... (more)

James D. Ballinger

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T. Sherman Riggs

Business Organization, Banking & Finance, Wills & Probate, Estate Planning
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Marc Kevin Crahan

Wills & Probate, Premises Liability, Wrongful Death, Wills
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LaShea Borden

Collection, Consumer Bankruptcy, Credit & Debt, Estate Administration
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M. Deane Stewart

Conveyancing, Landlord-Tenant, Wills, Contract
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John R. Sheryak

Business Organization, Wills & Probate, Real Estate
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Matthew D Watkins

Business Organization, Estate Administration, Estate Planning, Tax
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Elmer E. Morgan

Banking & Finance, Corporate, Wills & Probate
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Valerie Shannon

Employment, Estate Planning, Labor Law, Wills & Probate
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LEGAL TERMS

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)
A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)
A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

CERTIFICATION OF TRUST

See abstract of trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SAMPLE LEGAL CASES

Fischer v. Fischer

... In fact, at trial he acknowledged that he would have cared for his mother regardless of the agreement. After their mother's death and probate was instituted, the brothers could not agree whether John had agreed to take 13% of the entire estate or only 13% of the stocks. ...

Smith v. McCurdy

... Denica as sole beneficiary. Accordingly, the probate court named Denica as executrix of Thelma's estate. Diana, via counsel, contacted Denica's counsel, requesting information concerning the probate matter. Denica was notified ...

Kentucky Bar Ass'n v. Christian

... Croft died on June 13, 2000, and although Christian possessed everything necessary to probate the will within two months of her death, he filed nothing until May 17, 2001. Further, Christian never registered the testamentary trust as required by law. ...