Cortaro Estate Planning Lawyer, Arizona

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Zachary Mushkatel
About | Practice Areas
Mushkatel Robbins & Becker PLLC
15249 N. 99th Ave Sun City, AZ 85351» view map
Accident & Injury Law
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At Mushkatel, Robbins & Becker, PLLC, our goal is to provide you with a comfortable environment where you can get trusted guidance on the legal matters affecting your life.

800-895-6240
1. Zachary Mushkatel Sun City, AZ
  Attorney at Law - AZ, 2004
  University of Minnesota J.D. 2004
2. AboutMushkatel Robbins & Becker PLLC
  Dedicated to Justice!
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Abbey Dunn

Estate Planning, Family Law, Power of Attorney, Administrative Law

Status: In Good Standing Licensed: 6 Years

CONTACT

1 S Church Ave, Tucson, AZ 85701

Amy T. Craddock

Employment, Estate Planning, Family Law, Landlord-Tenant

Status: Inactive Licensed: 25 Years

CONTACT

Tucson, AZ 85752

Amy Farrell Matheson

Wills, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 30 Years

CONTACT

1745 E River Rd, Tucson, AZ 85718

Amy Farrell Matheson

Wills, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 30 Years

CONTACT

1745 E River Rd, Tucson, AZ 85718

Amy Farrell Matheson

Wills, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 30 Years

CONTACT

1745 E River Rd, Tucson, AZ 85718

Andrew S Heideman

Real Estate Other, Trusts, Estate Planning, Business Organization

Status: In Good Standing Licensed: 24 Years

CONTACT

3430 E Sunrise Dr, Tucson, AZ 85718

Angela Cherie Moore

Trusts, Estate Planning, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 25 Years

CONTACT

135 S Stratford Dr, Tucson, AZ 85716

Angela Cherie Moore

Trusts, Estate Planning, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 25 Years

CONTACT

135 S Stratford Dr, Tucson, AZ 85716

Beth Carter

Education, Wills, Estate Planning, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

Tucson, AZ 85728

Beth Carter

Education, Wills, Estate Planning, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

Tucson, AZ 85728

800-923-0641

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

GRANTOR

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

NET ESTATE

The value of all property owned at death less liabilities or debts.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

... testified convincingly and presented persuasive evidence that there was no intent to transfer any ownership interest in the house to Wife." The trial court explained that "[i]n making this decision, the court relies on the fact that the purpose behind the Trust was estate planning . . . ...

COCHENNOUR v. DELOUGHERY

... For the following reasons, we affirm. FACTS AND PROCEDURAL HISTORY. Â¶2 In 2007, Cochennour hired Deloughery to prepare an amendment to his mother's trust and other estate-planning documents. After her death, a petition was filed to invalidate these documents. ...

Doherty v. NOTHWEHR

... Responding to Petitioner's contention that she spoke many times to McCabe lawyers about marital finance matters, a McCabe lawyer testified that Mr. Doherty asked him to work with Petitioner in support of Mr. Doherty's estate planning, meaning that the law firm would deliver ...

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Cortaro Estate Planning Lawyer, Arizona

Sponsored Law Firm

Mushkatel Robbins & Becker PLLC

SPONSORED LAWYERS

Abbey Dunn

Amy T. Craddock

Amy Farrell Matheson

Amy Farrell Matheson

Amy Farrell Matheson

Andrew S Heideman

Angela Cherie Moore

Angela Cherie Moore

Beth Carter

Beth Carter

TIPS

LEGAL TERMS

SPRINKLING TRUST

TAKING AGAINST THE WILL

SPENDTHRIFT TRUST

STATUTORY SHARE

GENERATION-SKIPPING TRANSFER TAX

SPECIFIC BEQUEST

GRANTOR

NET ESTATE

BANKRUPTCY ESTATE

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

COCHENNOUR v. DELOUGHERY

Doherty v. NOTHWEHR

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