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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

Margit T Rigney

Trusts, Gift Taxation, Estate, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

12765 N Pioneer Way, Tucson, AZ 85737

Margit T Rigney

Tax, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

12765 N Pioneer Way, Tucson, AZ 85737

Stephen J Lenihan

Construction, International, Gift Taxation, Business

Status: In Good Standing Licensed: 47 Years

CONTACT

1810 E Calle Del Vaso, Tucson, AZ 85737

Daniel H O'Connell

Trusts, Gift Taxation, Estate, Corporate, Tax

Status: In Good Standing Licensed: 55 Years

CONTACT

5594 E Paseo De Manzanillo, Tucson, AZ 85750

Marshall Fealk

Trusts, Gift Taxation, Estate, Bankruptcy & Debt

Status: Deceased Licensed: 52 Years

CONTACT

5420 N Waterfield Drive, Tucson, AZ 85750

Frank M. Dougherty

Estate Planning, Gift Taxation, Estate, Wills

Status: Inactive

CONTACT

6680 E Placita Alhaja, Tucson, AZ 85750

Thomas P Sylvester

Business, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

8532 E Amethyst Ln, Tucson, AZ 85750

Katrina G Hillman

Trusts, Gift Taxation, Tax, Wills

Status: In Good Standing Licensed: 33 Years

CONTACT

3573 E Sunrise Dr, Tucson, AZ 85718

Katrina G Hillman

Tax, Trusts, Gift Taxation, Wills & Probate

Status: In Good Standing Licensed: 33 Years

CONTACT

3573 E Sunrise Dr, Tucson, AZ 85718

John T Shelby

International Tax, Trusts, Gift Taxation, Collection

Status: In Good Standing Licensed: 24 Years

CONTACT

3567 E Sunrise Dr, Tucson, AZ 85718

800-923-0641

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LEGAL TERMS

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

LIFE BENEFICIARY

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

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

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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Mammoth Estate Planning Lawyer, Arizona

Sponsored Law Firm

Mushkatel Robbins & Becker PLLC

SPONSORED LAWYERS

Margit T Rigney

Margit T Rigney

Stephen J Lenihan

Daniel H O'Connell

Marshall Fealk

Frank M. Dougherty

Thomas P Sylvester

Katrina G Hillman

Katrina G Hillman

John T Shelby

TIPS

LEGAL TERMS

ANCILLARY PROBATE

SPECIFIC BEQUEST

AB TRUST

ADEMPTION

LIFE BENEFICIARY

ALTERNATE BENEFICIARY

SURVIVING SPOUSE'S TRUST

REAL ESTATE AGENT

DEATH TAXES

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

COCHENNOUR v. DELOUGHERY

Doherty v. NOTHWEHR

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