Fountain Hills Trusts Lawyer, Arizona, page 2

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Joseph Martineau
About | Practice Areas
Martineau Law, PLLC
4445 E Holmes Ave Suite 106 Mesa, AZ 85206» view map
Accident & Injury, Estate, Nursing Home, Immigration
Proudly Serving Maricopa County

Joseph Martineau has a track record of successful cases.

800-935-4021
1. Joseph Martineau Mesa, AZ
  Attorney at Law - AZ, 1976
  Brigham Young University J.D. 1976
2. AboutMartineau Law, PLLC
  Over 40 years of experience.
3. Practice AreasExpertise
  Accident & Injury, Estate, Nursing Home, Immigration
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James E Merriman

Trusts, Estate, Wills

Status: In Good Standing Licensed: 31 Years

CONTACT

11953 N 133Rd Way, Scottsdale, AZ 85259

David J Estes

Tax, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

8901 E Pima Center Pkwy, Scottsdale, AZ 85258

David J Estes

Trusts, Gift Taxation, Estate, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

8901 E Pima Center Pkwy, Scottsdale, AZ 85258

Rebecca J Sanders

Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

9105 E Del Camino Drive, Scottsdale, AZ 85258

Lindy S Stanford

Family Law, Trusts

Status: In Good Standing Licensed: 16 Years

CONTACT

8767 E Via De Commercio, Scottsdale, AZ 85258

Christine Jensen

Trusts, Wills

Status: In Good Standing Licensed: 32 Years

CONTACT

8767 E Via De Commercio, Scottsdale, AZ 85258

Christine Jensen

Trusts, Wills

Status: In Good Standing Licensed: 30 Years

CONTACT

8767 E Via De Commercio, Scottsdale, AZ 85258

Stephen J P Kupiszewski

Dispute Resolution, Lawsuit & Dispute, Trusts, Family Law

Status: In Good Standing Licensed: 34 Years

CONTACT

8727 E Via De Commercio, Scottsdale, AZ 85258

Gail R Retter

Trusts, Family Law, Life & Health, Business & Trade

Status: In Good Standing Licensed: 46 Years

CONTACT

8700 Via De La Luna, Scottsdale, AZ 85258

Kathleen M Langley

Trusts, Wrongful Death, Personal Injury, Medical Malpractice, Car Accident

Status: In Good Standing Licensed: 43 Years

CONTACT

8170 N 86th Pl, Scottsdale, AZ 85258

800-923-0641

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LEGAL TERMS

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

LIFE BENEFICIARY

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

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.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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).

CREDIT SHELTER TRUST

See AB trust.

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

... will; applying funds in keeping with Violette's wishes and interests to conserve Violette's property and benefit Violette's relatives; and maximizing entitlements to federal and state medical programs by all legitimate means through revocable/irrevocable transfers into trusts for the ...

IN RE ESTHER CAPLAN TRUST

... We adopt certain factors from the Restatement (Second) of Trusts for evaluating the exercise of the trustee's discretion. ... FACTS AND PROCEDURAL HISTORY. Â¶ 2 Esther Caplan died in 1983. Her will created two trusts, each funded with one-half her residuary estate. ...

IN RE MATTER OF SOVA

... We adopt certain factors from the Restatement (Second) of Trusts for evaluating the exercise of the trustee's discretion. ... FACTS AND PROCEDURAL HISTORY. Â¶2 Esther Caplan died in 1983. Her will created two trusts, each funded with one-half her residuary estate. ...

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Fountain Hills Trusts Lawyer, Arizona, page 2

Sponsored Law Firm

Martineau Law, PLLC

SPONSORED LAWYERS

James E Merriman

David J Estes

David J Estes

Rebecca J Sanders

Lindy S Stanford

Christine Jensen

Christine Jensen

Stephen J P Kupiszewski

Gail R Retter

Kathleen M Langley

TIPS

LEGAL TERMS

TRUST MERGER

ABSTRACT OF TRUST

SPRINKLING TRUST

LIFE BENEFICIARY

EXEMPTION TRUST

INCOMPETENCE

POUR-OVER WILL

CHARITABLE TRUST

CREDIT SHELTER TRUST

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

IN RE ESTHER CAPLAN TRUST

IN RE MATTER OF SOVA

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