Bedford Wills & Probate Lawyer, Kentucky, page 3

Sponsored Law Firm


Includes: Estate Administration, Living Wills, Wills

Ted L Igleheart

Real Estate, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing           

Daniel M. Walter

Land Use & Zoning, Wills, Wills & Probate, Corporate, Real Estate
Status:  In Good Standing           Licensed:  28 Years

Wm T Mulhall

Real Estate, Estate Administration, Wills, Power of Attorney
Status:  In Good Standing           

Jackson I. Jones

Commercial Real Estate, Conveyancing, Estate Administration, Estate Planning
Status:  In Good Standing           Licensed:  38 Years

William J. Cooper

Wills & Probate, Construction, Corporate, Wills
Status:  In Good Standing           Licensed:  51 Years

Maxine E Bizer

Estate Administration, Trusts, Estate Planning, Estate
Status:  In Good Standing           

John Key Schoen

Wills & Probate, Child Custody
Status:  In Good Standing           

Sheldon G. Gilman

Wills & Probate, Estate Planning, Pension & Benefits, Business Organization
Status:  In Good Standing           Licensed:  43 Years

Kelly Sue Henry

Estate Administration, Wills & Probate, Trusts, Estate
Status:  In Good Standing           

Douglas Parker Dawson

Family Law, Wills & Probate
Status:  In Good Standing           Licensed:  13 Years

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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. ...