Phoenix Estate Planning Lawyer, Arizona

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Includes: Gift Taxation

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

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)

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)

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

Brad Crider

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

Brett A. Brudvik

Litigation, Municipal, Estate Planning, Family Law, Business
Status:  In Good Standing           

Chris J. Dutkiewicz

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

Devin Andrich

Corporate, Business Organization, Elder Law, Estate Planning
Status:  In Good Standing           

Jack D. Klausner

Lawsuit & Dispute, Corporate, Estate Planning, Employment
Status:  Inactive           

James W. Washington

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

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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

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)
A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)
The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

DEVISEE

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

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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 ...