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Bethune Estate Planning Lawyer, Colorado

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Includes: Gift Taxation

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1-5 of 5 matches. Page 1 of 1  

Michael Kelly Grinnan

Real Estate, Government, Estate
Status:  In Good Standing           Licensed:  31 Years
CONTACT
251 16Th Street, Burlington, CO 80807
Profile LAWPOINTS™19/100
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Ann P. Ogden

General Practice
Status:  Suspended           Licensed:  43 Years
CONTACT
1358 Lowell, Burlington, CO 80807
Profile LAWPOINTS™17/100
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Graham Fidler

Construction, Criminal, Business, Commercial Bankruptcy
Status:  In Good Standing           Licensed:  31 Years
CONTACT
336 14Th Street, Burlington, CO 80807
Profile LAWPOINTS™34/100
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John C Penny

General Practice
Status:  In Good Standing           Licensed:  65 Years
CONTACT
1358 Lowell, Burlington, CO 80807
Profile LAWPOINTS™17/100
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Wade H. Gateley

General Practice
Status:  Suspended           Licensed:  42 Years
CONTACT
366 14Th Street, Burlington, CO 80807
Profile LAWPOINTS™17/100
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800-923-0641

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Member Representative

Call me for fastest results!
800-943-8690

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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.

TIPS

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

LEGAL TERMS

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

BENEFICIARY

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

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)
A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

SURROGATE COURT

See probate court.

GRANTOR

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

MARITAL LIFE ESTATE TRUST

See AB trust.

HEIR APPARENT

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

FUNDING A TRUST

Transferring ownership of property to a trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

SAMPLE LEGAL CASES

People v. Mason

... sanction. • In October 2001, Respondent was suspended for one year and one day for violating Colo. RPC 1.1, 1.5(a), and 5.3(b) after he conducted an estate-planning seminar for the purpose of avoiding "rest" homecare costs. 148 ...

People v. Foster

... We consider in aggravation that Respondent has been licensed for over twenty years in Colorado. We note, however, that Respondent's background and experience is in estate planning and tax law, not domestic relations law. Absence of a Prior Disciplinary Record — 9.32(b): ...

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