Pendroy Trusts Lawyer, Montana, page 2


Brenda Norby

General Practice
Status:  In Good Standing           

Brian D Lee

General Practice
Status:  In Good Standing           Licensed:  20 Years

Brittany Frydenlund

General Practice
Status:  In Good Standing           Licensed:  5 Years

Carolyn Berkram

Real Estate Other, Child Custody
Status:  In Good Standing           Licensed:  20 Years

Carolyn Brown Berkram

General Practice
Status:  In Good Standing           Licensed:  20 Years

Caydon Keller

General Practice
Status:  In Good Standing           Licensed:  4 Years

Cody Shaw

General Practice
Status:  In Good Standing           

Daniel Thomas Jones

General Practice
Status:  In Good Standing           Licensed:  15 Years

Daniel T Jones

General Practice
Status:  In Good Standing           

Dannies A Firzpatrcik

General Practice
Status:  In Good Standing           Licensed:  51 Years

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Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)
(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

TITLE COMPANY

A company that issues title insurance.

GRANTOR

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

DEVISEE

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

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)
An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SAMPLE LEGAL CASES

ESTATE OF REEDER v. Olsen

... (referred to collectively as the "Trusts"), appeal the summary judgment order entered by the ... Christine and Olsen had a telephone conversation in early 2007, while Christine was in Lincoln County and Olsen was in Colorado, which resulted in Olsen preparing five trusts for her. ...

In Re Estate of Haugen

... This motion to substitute was filed after appellee Audrey A. Haugen (Audrey) filed a verified petition in the District Court before Judge Phillips seeking to have herself replaced as the trustee of the Clifford C. Haugen testamentary trusts (Haugen Trusts). ...

In re Baird

... (e) for other good cause. ¶ 11 The official comments to § 72-33-618, MCA, explain that this statute is based upon the Restatement (Second) of Trusts § 107 (1959), the California Probate Code, and the Texas Trust Code. ... a; see also Restatement (Third) of Trusts § 37 cmt. ...