Rio Verde Estate Planning Lawyer, Arizona, page 4

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Zachary Mushkatel
About | Practice Areas
Mushkatel Robbins & Becker PLLC
15249 N. 99th Ave Sun City, AZ 85351» view map
Accident & Injury Law
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At Mushkatel, Robbins & Becker, PLLC, our goal is to provide you with a comfortable environment where you can get trusted guidance on the legal matters affecting your life.

800-895-6240
1. Zachary Mushkatel Sun City, AZ
  Attorney at Law - AZ, 2004
  University of Minnesota J.D. 2004
2. AboutMushkatel Robbins & Becker PLLC
  Dedicated to Justice!
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Kristi Kimi Hong Yamano

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

16100 N 71St St, Scottsdale, AZ 85254

Michelle M Tran

Wills, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

14850 N Scottsdale Rd, Scottsdale, AZ 85254

Michelle M Tran

Wills, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

14850 N Scottsdale Rd, Scottsdale, AZ 85254

John R Becker

Tax, Wills & Probate, Trusts, Gift Taxation

Status: In Good Standing Licensed: 37 Years

CONTACT

7025 E Greenway Pkwy, Scottsdale, AZ 85254

Shawn M Richter

Trusts, Business, Gift Taxation, Tax

Status: In Good Standing Licensed: 21 Years

CONTACT

8889 E Bell Road, Scottsdale, AZ 85260

Shawn M Richter

Tax, Business & Trade, Trusts, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

8889 E Bell Road, Scottsdale, AZ 85260

Philip S Dimatteo

Trusts, Commercial Real Estate, Gift Taxation

Status: In Good Standing Licensed: 52 Years

CONTACT

Carefree, AZ 85377

Abbie S Shindler

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 24 Years

CONTACT

16435 N Scottsdale Rd, Scottsdale, AZ 85254

Jason M Ray

Wills, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

16767 N Perimeter Dr, Scottsdale, AZ 85260

David Allen Tatkin

Estate Planning, Trusts, Business, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

15205 N Kierland Blvd, Scottsdale, AZ 85254

800-923-0641

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LEGAL TERMS

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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. Â¶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 ...

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Rio Verde Estate Planning Lawyer, Arizona, page 4

Sponsored Law Firm

Mushkatel Robbins & Becker PLLC

SPONSORED LAWYERS

Kristi Kimi Hong Yamano

Michelle M Tran

Michelle M Tran

John R Becker

Shawn M Richter

Shawn M Richter

Philip S Dimatteo

Abbie S Shindler

Jason M Ray

David Allen Tatkin

TIPS

LEGAL TERMS

PER CAPITA

GENERATION-SKIPPING TRUST

ANCILLARY PROBATE

ADEMPTION

PER STIRPES

SUMMARY PROBATE

ALTERNATE BENEFICIARY

RESIDUARY BENEFICIARY

SURROGATE COURT

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

COCHENNOUR v. DELOUGHERY

Doherty v. NOTHWEHR

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