Boca Raton Estate Planning Lawyer, Florida, page 5

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Joel Weiner
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Delray Legal Services, LLC
1615 S. Congress Ave Suite 103 Delray Beach, FL 33445» view map
Divorce & Family, Business, Estate
A Law Firm You Can Trust

Let Delray Legal Services, LLC handle your legal matters.

800-873-1240
1. Joel Weiner Delray Beach, FL
  Attorney at Law- FL
  University of Baltimore School of Law, J.D.
2. AboutDelray Legal Services, LLC
  A Law Firm You Can Trust
3. Practice AreasExpertise
  Divorce & Family
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Includes: Gift Taxation

Amy Beth Beller

Commercial Real Estate, Estate Planning, Elder Law, Animal Bite

Status: In Good Standing

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2101 Nw Corporate Blvd, Boca Raton, FL 33431

Jenna Gail Rubin

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing

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2101 Nw Corporate Blvd, Boca Raton, FL 33431

Guy Millo Shir

Commercial Real Estate, Lawsuit & Dispute, Estate Planning

Status: In Good Standing Licensed: 27 Years

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2295 Nw Corporate Blvd, Boca Raton, FL 33431

Charles Erickson Rutherford

Lawsuit & Dispute, Entertainment, Estate Planning, Business

Status: In Good Standing Licensed: 54 Years

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2385 Nw Executive Center Dr, Boca Raton, FL 33431

Charles Erickson Rutherford

Lawsuit & Dispute, Entertainment, Estate Planning, Business

Status: In Good Standing Licensed: 54 Years

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2385 Nw Executive Center Dr, Boca Raton, FL 33431

Henry Bennett Handler

Commercial Real Estate, Estate Planning, Divorce & Family Law, Bankruptcy & Debt

Status: In Good Standing

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2255 Glades Rd, Boca Raton, FL 33431

Adam H. Chodos

Commercial Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 26 Years

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2255 Glades Rd, Boca Raton, FL 33431

Alice B. Newman

Commercial Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing

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2255 Glades Road, Boca Raton, FL 33431

Matthew Frederick Yon

Commercial Real Estate, Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 24 Years

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2000 Glades Rd, Boca Raton, FL 33431

Jeffrey Alan Baskies

International Tax, Wills, Estate Planning, Business & Trade

Status: In Good Standing

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2367 Nw 60Th Street, Boca Raton, FL 33496

800-923-0641

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LEGAL TERMS

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.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

FUNDING A TRUST

Transferring ownership of property to a trust.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Boca Raton Estate Planning Lawyer, Florida, page 5

Sponsored Law Firm

Delray Legal Services, LLC

SPONSORED LAWYERS

Amy Beth Beller

Jenna Gail Rubin

Guy Millo Shir

Charles Erickson Rutherford

Charles Erickson Rutherford

Henry Bennett Handler

Adam H. Chodos

Alice B. Newman

Matthew Frederick Yon

Jeffrey Alan Baskies

TIPS

LEGAL TERMS

EXEMPTION TRUST

SURVIVING SPOUSE'S TRUST

INTESTATE

POWER OF APPOINTMENT

SUCCESSOR TRUSTEE

TAKING AGAINST THE WILL

PROVING A WILL

FUNDING A TRUST

GENERATION-SKIPPING TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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