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Barry Siegel
About | Practice Areas
The Siegel Law Group, P.A.
2499 Glades Road Suite 104 Boca Raton, FL 33431» view map
Estate Law
Trusted and Compassionate

Attorney Barry D. Siegel at The Siegel Law Group, P.A., knows firsthand what can happen if you are unprepared for life’s greatest challenges.

800-775-7191
1. Barry Siegel Boca Raton, FL
  Attorney at Law- FL, 1997
  Shepard Broad Law Center, J.D. 1997
2. AboutThe Siegel Law Group, P.A.
  Trusted and Compassionate Estate and Elder Law Representation
3. Practice AreasExpertise
  Estate Law
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2. Email
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Includes: Gift Taxation

Stephen S. Feinberg

Trusts, Estate Planning, Securities, Business Organization

Status: In Good Standing Licensed: 62 Years

CONTACT

2295 S Ocean Blvd, Palm Beach, FL 33480

David Alberto Rondon

Real Estate, Immigration, Social Security -- Disability, Estate Planning

Status: In Good Standing Licensed: 16 Years

CONTACT

1500 Gateway Blvd, Boynton Beach, FL 33426

John White

Commercial Real Estate, Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

2328 10Th Ave N, Lake Worth, FL 33461

Allen Falk

Commercial Real Estate, Immigration, Estate Planning, Criminal

Status: In Good Standing Licensed: 27 Years

CONTACT

507 N Dixie Hwy, Lake Worth, FL 33460

Ryan M. Layton

Commercial Real Estate, Immigration, Wills, Estate Planning, Real Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

101 N J St, Lake Worth, FL 33460

Christopher Bradley Cortez

Commercial Real Estate, Lawsuit & Dispute, Government, Estate Planning

Status: In Good Standing Licensed: 16 Years

CONTACT

8401 W Lake Dr, West Palm Beach, FL 33406

Larry Evan Bray

Landlord-Tenant, Real Estate, Estate Planning, Estate

Status: In Good Standing

CONTACT

6415 Lake Worth Rd, Lake Worth, FL 33463

Ryan Jay Smollar

Estate, Estate Planning, Trusts, Wills

Status: In Good Standing Licensed: 12 Years

CONTACT

301 E. Ocean Avenue, Lake Worth, FL 33462

Catherine Ann Byron

Estate Planning, Commercial Real Estate, Real Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

376 Macy St, West Palm Beach, FL 33405

Annelies Mouring

Trusts, Estate Planning, Family Law, Guardianships & Conservatorships

Status: In Good Standing Licensed: 24 Years

CONTACT

4276 Pine Hollow Cir, Lake Worth, FL 33463

800-923-0641

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LEGAL TERMS

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.'

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.

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.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Lake Worth Beach Estate Planning Lawyer, Florida

Sponsored Law Firm

The Siegel Law Group, P.A.

SPONSORED LAWYERS

Stephen S. Feinberg

David Alberto Rondon

John White

Allen Falk

Ryan M. Layton

Christopher Bradley Cortez

Larry Evan Bray

Ryan Jay Smollar

Catherine Ann Byron

Annelies Mouring

TIPS

LEGAL TERMS

INHERITANCE TAXES

POWER OF APPOINTMENT

REMAINDERMAN

INCOMPETENCE

TRUST MERGER

ADEMPTION

AUGMENTED ESTATE

RESIDUARY BENEFICIARY

LETTERS TESTAMENTARY

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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