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Dallas Estate Planning Lawyer, Wisconsin

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Includes: Gift Taxation

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1-8 of 8 matches. Page 1 of 1  

Scott A. Kissinger

Estate Planning
Status:  In Good Standing           
CONTACT
703 5th Avenue, Eau Claire, WI 54702
Profile LAWPOINTS™43/100
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Ardis A. Cray

Criminal, Family Law, Estate Planning, Bankruptcy
Status:  Inactive           Licensed:  47 Years
CONTACT
12259 65Th Ave, Chippewa Falls, WI 54729
Profile LAWPOINTS™19/100
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Brian Franklin Albee

General Practice
Status:  Inactive           Licensed:  29 Years
CONTACT
1144 70Th Ave, Roberts, WI 54023
Profile LAWPOINTS™26/100
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Carol Dittmar

Estate Planning, Estate, Employment, Accident & Injury
Status:  In Good Standing           Licensed:  39 Years
CONTACT
24 W Cedar St, Chippewa Falls, WI 54729
Profile LAWPOINTS™24/100
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Jason G. Brasch

Real Estate, Estate Planning, Business
Status:  In Good Standing           Licensed:  9 Years
CONTACT
2919 Schneider Ave Se, Eau Claire, WI 54701
Profile LAWPOINTS™24/100
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Raymond James French

Municipal, Wills & Probate, Estate Planning, Credit & Debt
Status:  In Good Standing           Licensed:  12 Years
CONTACT
3103 Ellis Street, Eau Claire, WI 54701
Profile LAWPOINTS™24/100
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Robert L. Oesterreicher

Business, Real Estate, Estate Planning
Status:  Inactive           Licensed:  49 Years
CONTACT
Eau Claire, WI 54702
Profile LAWPOINTS™14/100
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Thomas Bruce Burton

Power of Attorney, Estate Planning, Estate, Elder Law, Business Organization
Status:  In Good Standing           Licensed:  14 Years
CONTACT
13439 46th Avenue, Chippewa Falls, WI 54729
Profile LAWPOINTS™34/100
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Easily find Dallas Estate Planning Lawyers and Dallas Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)
Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)
A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

FUNDING A TRUST

Transferring ownership of property to a trust.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

LIFE BENEFICIARY

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

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)
A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

SAMPLE LEGAL CASES

Tensfeldt v. Haberman

... Wis. Stat. (Rule) § 809.61 (2007-08). [1] It involves a dispute between the children of the deceased, Robert Tensfeldt, and the two attorneys who provided his estate planning services, Attorneys LaBudde and Haberman. Both ...

IN THE ESTATE OF DERZON

... circuit court: • to compel Laatsch to give them "any and all documents and records related to [Derzon's] Estate and Trust and all trusts thereunder, the Will, the estate planning documents, and all related documents[.]"; to compel ...

IN RE THE ESTATE OF HECK

... to be addressed. I make no such suggestion; I only wish to call attention to the tension which is developing regarding the growing disparity between testamentary and non-testamentary means of estate planning. [1] All references ...

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