Blodgett Estate Planning Lawyer, Oregon, page 2

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Includes: Gift Taxation

Catherine Schulist Yao

International Tax, Agriculture, Estate Planning, Corporate
Status:  In Good Standing           Licensed:  10 Years

Matthew G Shepard

Commercial Real Estate, Estate Planning, Business & Trade, Business
Status:  In Good Standing           Licensed:  14 Years

Jeffrey G Moore

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  26 Years

William James Weidner

Tax, Business & Trade, Corporate, Estate Planning
Status:  In Good Standing           Licensed:  14 Years

Ronald Gerber

Personal Injury, Estate Planning, Social Security -- Disability
Status:  In Good Standing           

Carol Jane Prause

Commercial Real Estate, Electronic Commerce, Estate Planning, Corporate
Status:  In Good Standing           Licensed:  36 Years

Jacy F. Arnold

Estate Planning, Family Law, Juvenile Law, Business Organization
Status:  In Good Standing           Licensed:  23 Years

Jennifer Reed Klingensmith

General Practice
Status:  In Good Standing           Licensed:  17 Years

Larry Schons

Land Use & Zoning, International Tax, Estate Planning, Corporate
Status:  Deceased           Licensed:  22 Years

Julia Manela

Commercial Real Estate, Estate Planning, Commercial Bankruptcy, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  22 Years

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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.

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

LEGAL TERMS

HEIR APPARENT

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

MARITAL LIFE ESTATE TRUST

See AB trust.

GRANTOR

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

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Landauer v. Landauer

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...