Phoenix Estate Planning Lawyer, Maryland

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Includes: Gift Taxation

David D. Nowak

Estate Planning, Family Law, Divorce, Criminal
Status:  In Good Standing           

W. Randolph Shump

Elder Law, Estate Planning, Social Security -- Disability, Tax
Status:  In Good Standing           

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Marc A Lewin

Trusts, Gift Taxation
Status:  In Good Standing           Licensed:  17 Years

Lowell G Herman

International, Trusts, Gift Taxation, Estate
Status:  In Good Standing           Licensed:  47 Years

James H. West

Communication & Media Law, Estate Planning, Securities, Corporate
Status:  In Good Standing           

Gerald M Katz

Real Estate, International, Gift Taxation, Corporate
Status:  In Good Standing           Licensed:  61 Years

Geoffrey K. Calderone

Gift Taxation, Estate, Accident & Injury
Status:  In Good Standing           

Courtney Desaulniers Sader

Corporate, International Other, Gift Taxation, Tax
Status:  In Good Standing           Licensed:  12 Years

Andrew R Sandler

Trusts, Gift Taxation, Consumer Rights, Corporate
Status:  In Good Standing           

Douglas L Burgess

Business & Trade, Estate Planning, Commercial Real Estate, Land Use & Zoning
Status:  In Good Standing           Licensed:  42 Years

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

Member Representative

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

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.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)
The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)
All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

CREDIT SHELTER TRUST

See AB trust.

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.

SAMPLE LEGAL CASES

Blondell v. Littlepage

... Noble v. Bruce, 349 Md. 730, 733, 709 A.2d 1264 (1998), rejected a third party beneficiary argument in consolidated cases involving malpractice actions by testamentary beneficiaries for negligent estate planning and negligent drafting of the testator's will, respectively. Id. ...

Attorney Grievance v. Coppola

... the Maryland Rules of Professional Conduct ("MRPC" or "Rule"), including Rule 1.2(d) (Scope of Representation), [2] Rules 3.3(a)(1) and (a)(2) (Candor Toward the Tribunal), [3] and Rules 8.4(a), (b), (c), and (d) (Misconduct), [4] with regard to estate planning services provided ...

Karsenty v. Schoukroun

... Facts. This case arises from a decedent's inter vivos distribution of his assets through the use of both probate and non-probate estate planning arrangements. ... This case centers on the estate planning arrangements that Gilles made in the last three to four months of his life. ...