Charleston Estate Planning Lawyer, South Carolina


Includes: Gift Taxation

Roger Scott Dixon Lawyer

Roger Scott Dixon

VERIFIED
Criminal, Divorce & Family Law, Estate Administration, Wills & Probate, Estate Planning

Roger Dixon is the founder and managing attorney of Dixon Law Firm, LLC. His practice includes family law, criminal defense, general civil litigation,... (more)

W. Forrest Keels Lawyer

W. Forrest Keels

VERIFIED
Estate, Wills & Probate, Trusts, Estate Planning

W. Forrest Keels is a practicing lawyer in the state of South Carolina.

FREE CONSULTATION 

CONTACT

800-874-1021

D. Nathan Davis

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

Brendan P Langendorfer

Bankruptcy, Estate Planning, Family Law, Litigation
Status:  In Good Standing           

Jon A. Wallace

Corporate, Estate Planning, Mental Health
Status:  In Good Standing           

Evan Guthrie

Wills & Probate, Estate Planning, Elder Law, Accident & Injury
Status:  In Good Standing           

John A. Massalon

Premises Liability, Estate Planning, Partnerships, Personal Injury
Status:  In Good Standing           Licensed:  37 Years

Alan D Toporek

Real Estate, Estate Planning, Family Law, Criminal, Personal Injury
Status:  In Good Standing           Licensed:  45 Years

Nathaniel Livingstone Mcmurry

Tax, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  13 Years

Christopher Santino Inglese

Divorce, Estate Planning
Status:  In Good Standing           

Free Help: Use This Form or Call 800-620-0900

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

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

LEGAL TERMS

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)
A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

CREDIT SHELTER TRUST

See AB trust.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

SURROGATE COURT

See probate court.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)
The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)
To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SAMPLE LEGAL CASES

Rydde v. Morris

... Knight to prepare her estate plan. Morris provided Knight with an estate planning questionnaire. Knight returned the estate planning questionnaire to Morris on Thursday, September 22, 2005. Appellants Robert A. Rydde and ...

Gibson v. Bank of America, NA

... widow of Mitchell's nephew. Within a few weeks after Mitchell's arrival in South Carolina, Gibson contacted her estate planning attorney to inquire about estate planning services for Mitchell, who was very affluent. As a result ...

In re Dahle

... O. In or about 1991, Ms. McKinney and her husband obtained estate-planning documents. Ms. McKinney's husband died in 1992. P. On December 4, 1995, Ms. McKinney consulted with Respondent to have him review her estate planning. ...