Kimberly Estate Planning Lawyer, Alabama

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David E. Hodges
About | Practice Areas
David E. Hodges, P.C.
902 Wildwood Avenue Mobile, AL 36609» view map
Estate Law
Personalized Legal Guidance

Tired of law offices that connect you with a different person every time you call? Choose David E. Hodges as your local attorney.

800-716-9530
1. David E. Hodges Mobile, AL
  Attorney at Law - AL, 1987
  Duke University J.D. 1987
2. AboutDavid E. Hodges, P.C.
  You Can't Predict the Future, But You Can Plan for It
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Shay N. Click

Collection, Estate Planning, Family Law, Municipal

Status: In Good Standing

CONTACT

1780 Gadsden Hwy., Birmingham, AL 35235

Lorrie Maples Parker

Commercial Real Estate, Estate Planning, Contract, Business Organization

Status: In Good Standing

CONTACT

500 Office Park Dr., Birmingham, AL 35223

Richard A. Bearden

Construction, Estate Planning, Employment, Criminal

Status: In Good Standing Licensed: 28 Years

CONTACT

1780 Gadsden Hwy, Birmingham, AL 35235

Garrick L. Stotser

Construction, Arbitration, Estate Planning, Business Organization

Status: In Good Standing Licensed: 38 Years

CONTACT

1780 Gadsden Hwy, Birmingham, AL 35235

Randall W. Nichols

Mediation, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 38 Years

CONTACT

1780 Gadsden Hwy, Birmingham, AL 35235

Shay Nicole Click

Personal Injury, Collection, Family Law, Estate Planning

Status: In Good Standing

CONTACT

1780 Gadsden Hwy, Birmingham, AL 35235

Rukeya Lynn McAdory

DUI-DWI, Divorce, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

200 88Th Street South, Birmingham, AL 35206

Anne Lamkin Durward

Farms, Estate Planning, Divorce, Adoption

Status: In Good Standing Licensed: 29 Years

CONTACT

2124 7th Ave N, Birmingham, AL 35203

Tiara Shay Young Hudson

Estate Planning, Family Law, Criminal, Personal Injury

Status: In Good Standing Licensed: 18 Years

CONTACT

950 22Nd Street N., Birmingham, AL 35203

Marilyn H. Macey

Military & Veterans Appeals, Social Security -- Disability, Social Security, Estate Planning

Status: In Good Standing Licensed: 33 Years

CONTACT

20Th St North, Birmingham, AL 35201

800-923-0641

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LEGAL TERMS

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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).

SAMPLE LEGAL CASES

Maloof v. John Hancock Life Ins. Co.

... "The reason that these policies were even being discussed was because we were talking about estate planning and we got into a discussion of â€” of estate taxes and things like that. ... The whole purpose of the policies was to take care of estate planning. ...

ROTHFEDER v. KAUFMAN GILPIN McKENZIE THOMAS

... In February 2003, Rothfeder met with Derek Warren, an accountant practicing in Geneva, Alabama, to discuss the referral of one of Warren's clients, Ruth K. Baucom, to the firm for assistance with tax and estate-planning matters. ...

DeFriece v. McCorquodale

... Seeking to minimize that tax burden, the family consulted an estate-planning attorney who recommended, first, that DeFriece, Durst, Ernest Jr., their 467 respective children, and Nell disclaim their rights to receive real property under Ernest Sr.'s will, and, second, that DeFriece ...

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Kimberly Estate Planning Lawyer, Alabama

Sponsored Law Firm

David E. Hodges, P.C.

SPONSORED LAWYERS

Shay N. Click

Lorrie Maples Parker

Richard A. Bearden

Garrick L. Stotser

Randall W. Nichols

Shay Nicole Click

Rukeya Lynn McAdory

Anne Lamkin Durward

Tiara Shay Young Hudson

Marilyn H. Macey

TIPS

LEGAL TERMS

IRREVOCABLE TRUST

SUMMARY PROBATE

AUGMENTED ESTATE

OFFICER

TRUSTEE POWERS

ESTATE PLANNING

INTESTATE

ALTERNATE BENEFICIARY

CHARITABLE TRUST

SAMPLE LEGAL CASES

Maloof v. John Hancock Life Ins. Co.

ROTHFEDER v. KAUFMAN GILPIN McKENZIE THOMAS

DeFriece v. McCorquodale

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