Phoenix Estate Planning Lawyer, Arizona

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Includes: Gift Taxation

Marcus N. Seiter Lawyer
Marcus N. Seiter
is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.

Marcus N. Seiter

Marcus N. Seiter is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.
VERIFIED
Trusts, Power of Attorney, Estate Planning, Living Wills

I am passionate about helping people formulate plans to reach their goals. Since 1999, I have been involved in that process with hundreds of clients ... (more)

FREE CONSULTATION 

CONTACT

480-630-6587

Andre L. Pennington Lawyer

Andre L. Pennington

VERIFIED
Estate, Wills & Probate, Trusts, Estate Planning, Wills

Andre Pennington is an accomplished Arizona, federal and military attorney that concentrates his practice on estate planning, wills, trusts, probate a... (more)

FREE CONSULTATION 

CONTACT

800-795-7530

James E Vieh Lawyer

James E Vieh

VERIFIED
Estate Planning, Personal Injury, Family Law, Commercial Real Estate, Business

Attorney Jim Vieh earned his undergraduate degree, cum laude, in Government from Harvard. He earned his law degree, as well as an MBA in Finance, fro... (more)

Ellis M Carter Lawyer

Ellis M Carter

VERIFIED
Education, International Tax, Gift Taxation, Corporate

Ellis McGehee Carter is a nonprofit lawyer licensed to practice in Washington and Arizona and advising tax-exempt organizations on federal tax matters... (more)

Steven G. Clark

Contract, Estate Planning, Family Law, Trusts
Status:  In Good Standing           

Laura L. Morrison

Wills & Probate, Corporate, Estate Planning
Status:  In Good Standing           

Peter H Westby

Estate Planning, Employment, Business Organization, Bankruptcy
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

John A. Black

Estate Planning, Family Law, Litigation, Medical Malpractice
Status:  In Good Standing           

Brad Crider

Employment, Estate Planning, Family Law, Mediation
Status:  In Good Standing           

Chris J. Dutkiewicz

Bankruptcy, Corporate, Estate Administration, Estate Planning
Status:  In Good Standing           

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

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Call me for fastest results!
800-943-8690

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

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Phoenix Estate Planning Lawyers and Phoenix Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

TRUSTEE POWERS

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

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)
A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)
In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)
A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)
A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

SURROGATE COURT

See probate court.

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

... testified convincingly and presented persuasive evidence that there was no intent to transfer any ownership interest in the house to Wife." The trial court explained that "[i]n making this decision, the court relies on the fact that the purpose behind the Trust was estate planning . . . ...

COCHENNOUR v. DELOUGHERY

... For the following reasons, we affirm. FACTS AND PROCEDURAL HISTORY. ¶2 In 2007, Cochennour hired Deloughery to prepare an amendment to his mother's trust and other estate-planning documents. After her death, a petition was filed to invalidate these documents. ...

Doherty v. NOTHWEHR

... Responding to Petitioner's contention that she spoke many times to McCabe lawyers about marital finance matters, a McCabe lawyer testified that Mr. Doherty asked him to work with Petitioner in support of Mr. Doherty's estate planning, meaning that the law firm would deliver ...