Monrovia Wills & Probate Lawyer, Indiana

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Brett M. Haworth
About | Practice Areas
Henn Haworth Cummings + Page
1634 W. Smith Valley Road Suite B Greenwood, IN 46142» view map
Estate Law
Award-Winning Lawyers With Experience

Some law firms take a “one-size-fits-all” approach to law, but that’s not how Henn Haworth Cummings + Page operates. We understand every case is unique.

800-970-3690
1. Brett M. Haworth Greenwood, IN
  Attorney at Law - IN, 2003
  Indiana University J.D. 2003
2. AboutHenn Haworth Cummings + Page
  Care & Compassion For Your Case
3. Practice AreasExpertise
  Estate Law
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Includes: Estate Administration, Living Wills, Wills

Jennifer R. Mann

Estate Administration, Estate Planning, Family Law, Adoption

Status: In Good Standing

CONTACT

3750 Kentucky Avenue, Indianapolis, IN 46221

R. Daniel Craven

Personal Injury, Wills & Probate, Trusts, Wills

Status: In Good Standing

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7550 S. Meridian Street, Indianapolis, IN 46217

Thomas P. Ewbank

Gift Taxation, Estate Administration, Estate Planning, Wills & Probate

Status: In Good Standing

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One Indiana Square, Indianapolis, IN 46204

Carol A. Sparks Drake

Family Law, Medical Malpractice, Wills & Probate, Government Agencies

Status: In Good Standing

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One American Square, Indianapolis, IN 46282

Linda E. Cantor

Estate Administration, Estate Planning

Status: In Good Standing

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One American Square, Indianapolis, IN 46282

Beth Sullivan-Summers

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 38 Years

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9274 North Romine Road, Mooresville, IN 46158

Keith G. Blazek

Estate Administration, Criminal, Defamation & Slander, Animal Bite

Status: In Good Standing Licensed: 26 Years

CONTACT

7550 South Meridian St, Indianapolis, IN 46217

Andrew W Hull

Government Agencies, Estate Administration, Employment, Corporate

Status: In Good Standing Licensed: 38 Years

CONTACT

111 Monument Circle, Indianapolis, IN 46244

Timothy Edwin Ochs

Commercial Leasing, Real Estate, Wills & Probate, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

One American Square, Indianapolis, IN 46282

Richard Joseph Mcconnell

Employment, Administrative Law, Insurance, Wills & Probate

Status: In Good Standing

CONTACT

111 Monument Circle, Indianapolis, IN 46204

800-923-0641

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LEGAL TERMS

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

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.

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.

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).

TRUSTEE POWERS

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

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

SAMPLE LEGAL CASES

In re Adoption of HNPG

... II. Whether the probate court abused its discretion when it admitted deposition testimony of HNPG's mother over Blake's objection; and,. III. ... On February 23, 2007, the probate court issued findings of fact and conclusions of law and found in pertinent part: ...

In re Estate of Eguia

... Telez appeals the probate court's determination that Esther Eguia, Eleazar Gracia, and Mary Jane Gracia are the trustees of the Sociedad and are entitled in that capacity to receive the property left to the Sociedad. ... Telez opened a probate case on July 11, 2005. ...

First Farmers Bank & Trust Co. v. Whorley

... On January 24, 2002, Zehring passed away and a probate estate was opened on February 7, 2002. ... The next day, the trial court terminated First Farmers' guardianship and First Farmers was appointed executor and personal representative of the probate estate. ...

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Monrovia Wills & Probate Lawyer, Indiana

Sponsored Law Firm

Henn Haworth Cummings + Page

SPONSORED LAWYERS

Jennifer R. Mann

R. Daniel Craven

Thomas P. Ewbank

Carol A. Sparks Drake

Linda E. Cantor

Beth Sullivan-Summers

Keith G. Blazek

Andrew W Hull

Timothy Edwin Ochs

Richard Joseph Mcconnell

TIPS

LEGAL TERMS

DEATH TAXES

TRUSTEE

AUGMENTED ESTATE

SPECIFIC BEQUEST

ALTERNATE BENEFICIARY

GRANTOR RETAINED INCOME TRUST

TRUSTEE POWERS

BYPASS TRUST

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

In re Adoption of HNPG

In re Estate of Eguia

First Farmers Bank & Trust Co. v. Whorley

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