Ochopee Estate Planning Lawyer, Florida

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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
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2. Email
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Includes: Gift Taxation

Marc L. Shapiro

✓ VERIFIED

Personal Injury, Accident & Injury, Estate Planning

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)

FREE CONSULTATION

CONTACT

800-890-3391

720 Goodlette Rd N, Naples, FL 34102

Jerry D Haynes

✓ VERIFIED

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

CONTACT

786-431-2870

4850 Tamiami Trail N., Naples, FL 34103

Scott A. Cummings

Estate Administration, Estate Planning, Trusts, Estate, Wills & Probate

Status: In Good Standing

CONTACT

6810 Porto Fino Circle, Fort Myers, FL 33912

John A Nold

Business & Trade, Contract, Estate Planning, Commercial Real Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

993 N Collier Blvd, Marco Island, FL 34145

John Paulich

Real Estate, Estate Planning, Estate, Corporate

Status: In Good Standing

CONTACT

2221 Pinewoods Cir, Naples, FL 34105

Michael Joseph Volpe

Real Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 58 Years

CONTACT

711 5Th Ave S, Naples, FL 34102

Susan Dean Evans

Federal Appellate Practice, Estate Planning, Family Law, Criminal

Status: Retired Licensed: 74 Years

CONTACT

5425 Park Central Ct, Naples, FL 34109

Renee E Nesbit

Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 15 Years

CONTACT

6609 Willow Park Dr, Naples, FL 34109

John Paul Bratcher

Family Law, Estate Planning, Tax, Trusts

Status: In Good Standing

CONTACT

9115 Corsea Del Fontana Way, Naples, FL 34109

Kim Charles Hornbach

Commercial Real Estate, Wills, Estate Planning, Estate, Business & Trade

Status: In Good Standing Licensed: 42 Years

CONTACT

5455 Jaeger Rd, Naples, FL 34109

800-923-0641

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LEGAL TERMS

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.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

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.

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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Ochopee Estate Planning Lawyer, Florida

Sponsored Law Firm

The Siegel Law Group, P.A.

SPONSORED LAWYERS

Marc L. Shapiro

Jerry D Haynes

Scott A. Cummings

John A Nold

John Paulich

Michael Joseph Volpe

Susan Dean Evans

Renee E Nesbit

John Paul Bratcher

Kim Charles Hornbach

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

DEATH TAXES

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

DISTRIBUTEE

ACCUMULATION TRUST

TESTAMENTARY TRUST

ADMINISTRATRIX

AB TRUST

TRUSTEE

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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