Miami Estate Planning Lawyer, Florida, page 2

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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 Planning
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 Planning
1. Contact
2. Email
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6. Website
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Includes: Gift Taxation

Susan H. Aprill

Arbitration, Estate Planning, Directors & Officers, Business Organization

Status: In Good Standing

CONTACT

1395 Brickell Avenue, Miami, FL 33131

Susan E. Durre

Gift Taxation, Elder Law, Contract, Administrative Law

Status: In Good Standing

CONTACT

6601 SW 80th Street, South Miami, FL 33143

Mary Jean C. Mella

Estate Administration, Estate Planning, Living Wills, Power of Attorney

Status: In Good Standing

CONTACT

1450 Madruga Avenue, Miami, FL 33146

Roy E Granoff

Real Estate, Estate Planning, Family Law, Collection

Status: In Good Standing

CONTACT

7990 Sw 117Th Ave, Miami, FL 33183

Zachary S. McWilliams

Family Law, Personal Injury, Estate Planning, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

6950 North Kendall Drive, Panter Building, Miami, FL 33156

Angela Crandall

Wills & Probate, Elder Law, Estate Planning

Status: In Good Standing

CONTACT

110 SE 6th St Fl 15, Fort Lauderdale, FL 33301

Sara E. Graditor

Business, Estate Planning, Tax

Status: In Good Standing

CONTACT

350 East Las Olas Boulevard, Fort Lauderdale, FL 33301

Vincent J. Handal

Lawsuit & Dispute, Trusts, Estate Planning, Business Organization

Status: In Good Standing

FREE CONSULTATION

CONTACT

800 Corporate Drive, Fort Lauderdale, FL 33334

Frank A Rubino

International Other, Gift Taxation, Criminal, Securities

Status: In Good Standing

CONTACT

550 Biltmore Way, Miami, FL 33134

Luis E. Barreto

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 32 Years

CONTACT

2600 S Douglas Rd, Miami, FL 33134

800-923-0641

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LEGAL TERMS

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.'

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

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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Miami Estate Planning Lawyer, Florida, page 2

Sponsored Law Firm

The Siegel Law Group, P.A.

SPONSORED LAWYERS

Susan H. Aprill

Susan E. Durre

Mary Jean C. Mella

Roy E Granoff

Zachary S. McWilliams

Angela Crandall

Sara E. Graditor

Vincent J. Handal

Frank A Rubino

Luis E. Barreto

TIPS

LEGAL TERMS

DISTRIBUTEE

INVENTORY

SWEARING MATCH

INCOMPETENCE

DEATH TAXES

SELF-PROVING WILL

FINAL BENEFICIARY

GRANTOR RETAINED INCOME TRUST

SUMMARY PROBATE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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