Naples Estate Lawyer, Florida

Marc L. Shapiro

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Accident & Injury, Trusts, Estate Planning, Personal Injury

Marc L. Shapiro, Esq. is the founder of The Law Offices of Marc L. Shapiro, P.A. With 27 years of experience, Marc L. Shapiro Esq. has served SWFL wit... (more)

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800-890-3391

720 Goodlette Rd N, Naples, FL 34102

Jeffry S. Perlow

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Estate, Wills & Probate, Elder Law, Litigation, Criminal

Over the past thirty-five years I have had the opportunity to represent thousands of clients in many different areas of the law. I have extensive expe... (more)

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800-854-0560

5425 Park Central Court, Naples, FL 34109

Jerry D Haynes

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Lawsuit & Dispute, Intellectual Property, Estate Planning, Real Estate, Motor Vehicle

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786-431-2870

4850 Tamiami Trail N., Naples, FL 34103

Carlena Elizabeth Hull

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Wills & Probate

When a loved one passes away in Florida, settling their estate will benefit from and usually requires a Florida Bar licensed attorney. My probate law... (more)

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239-220-3100

9240 Bonita Beach Road, Bonita Springs, FL 34135

Carol R. Sellers

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Estate, Trusts, Real Estate, Wills

With more than 30 years of experience, attorney Carol R. Sellers is well equipped to handle even the most complex estate planning and real estate situ... (more)

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800-913-2440

3525 Bonita Beach Road, Bonita Springs, FL 34134

Wesley T. Mathieu

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Estate, Business, Real Estate, Power of Attorney, Trusts

Providing Big Firm Expertise & Results With the Intimacy & Cost Only Possible With a Smaller Firm.

Wesley Mathieu is a Accident Lawyer proudly serving Cape Coral, Florida and the neighboring communities.

CONTACT

239-772-1993

1314 Cape Coral Parkway E, Cape Coral, FL 33904

Scott N Faden

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Divorce & Family Law, Estate, Real Estate, Business, Lawsuit & Dispute

Scott was born and raised in New York. He received his undergraduate degree from Binghamton University in upstate New York. He them attended and recei... (more)

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800-881-1821

1342 Colonial Blvd, Fort Myers, FL 33907

Derrick Scott Eihausen

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Business, Estate

Derrick Eihausen is a practicing lawyer in the state of Florida.

CONTACT

800-951-8621

P.O. Box 1630, Fort Myers, FL 33902

Richard Cimino Cimino

Civil Rights, Estate Planning, Contract, Commercial Real Estate, Estate

Status: In Good Standing

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4851 Tamiami Trail N., Naples, FL 34103

Carol Vlachos

Family Law, Wills & Probate, Personal Injury, Household Mold

Status: In Good Standing

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9990 Coconut Road, Bonita Springs, FL 34135

800-620-0900

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

TRUSTEE POWERS

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

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.'

SAMPLE LEGAL CASES

In re Estate of McKibbin

In re ESTATE of Loyette D. McKIBBIN, deceased. Larry H. McKibbin, as Personal Representative of the Estate of Loyette D. McKibbin, Appellant, v. Alterra Health Care Corporation a/k/a Alterra Healthcare Corporation; Beth M. Guinn a/k/a Beth Marie Waters Guinn; Tammie ...

Estate of Johnson v. Badger Acquisition

Failing to appropriately monitor the dispensing of medication for Norma J. Johnson; failing to appropriately monitor the proximity in which the same medication was dispensed for Norma J. Johnson; failing to adequately monitor Norma J. Johnson's medication administration; ...

SOVEREIGN HEALTHCARE v. Estate of Huerta

SOVEREIGN HEALTHCARE OF TAMPA, LLC, a/k/a Sovereign Healthcare of Tampa, LLC, d/b/a Sovereign Healthcare of Tampa (as to Bayshore Pointe Nursing & Rehab Center), Appellant, v. The ESTATE OF Florinda HUERTA, by and through Dennis HUERTA, ...

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Naples Estate Lawyer, Florida

SPONSORED LAWYERS

Marc L. Shapiro

Jeffry S. Perlow

Jerry D Haynes

Carlena Elizabeth Hull

Carol R. Sellers

Wesley T. Mathieu

Scott N Faden

Derrick Scott Eihausen

Richard Cimino Cimino

Carol Vlachos

TIPS

LEGAL TERMS

GRANTOR

TAKING AGAINST THE WILL

TRUST CORPUS

TRUSTEE POWERS

AB TRUST

EXEMPTION TRUST

ABATEMENT

DEVISEE

INCOMPETENCE

SAMPLE LEGAL CASES

In re Estate of McKibbin

Estate of Johnson v. Badger Acquisition

SOVEREIGN HEALTHCARE v. Estate of Huerta

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