San Marcos Estate Planning Lawyer, Texas

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Includes: Gift Taxation

James M. Bell Lawyer

James M. Bell

VERIFIED
Estate, Estate Planning, Trusts, Wills & Probate, Oil & Gas
Experienced Estate Planning, Wills & Trusts, Probate - Real Estate - Oil & Gas

James Michael Bell, Sr. was born, a long time ago, far out on the windy, hot, dusty, sometimes cold (but always windy), flat, sun-blasted plains of We... (more)

FREE CONSULTATION 

CONTACT

210-260-1636

Matt  Mahoney Lawyer

Matt Mahoney

VERIFIED
Estate Planning, Personal Injury, Insurance, Employment, Health Care

Matt Mahoney graduated from the University of Colorado at Boulder in 2001 with a Degree in Applied Mathematics in Engineering, and he graduated from N... (more)

FREE CONSULTATION 

CONTACT

512-769-4670

Jon  Disrud Lawyer

Jon Disrud

VERIFIED
Estate Planning, Bankruptcy, Family Law, Criminal, Commercial Real Estate
Board Certified in Family Law, Texas Board of Legal Specialization.

I am a Board Certified Family attorney who practices in the San Antonio, Texas and surrounding counties. I have a great deal of experience regarding ... (more)

FREE CONSULTATION 

CONTACT

800-671-7990

Ryan C. Moe Lawyer

Ryan C. Moe

Estate, Elder Law, Estate Planning, Wills & Probate, Trusts
San Antonio Guardianship Lawyer.

The Law Office of Ryan C. Moe PLLC is a skilled and knowledgeable San Antonio firm, providing guidance and direction you need. Attorney Ryan C. Moe fo... (more)

Geoffery Ray Mayfield Lawyer

Geoffery Ray Mayfield

Estate, Estate Planning, Wills & Probate, Real Estate, Business
Bexar County Estate Planning Lawyer and Probate Litigation Attorney

Attorney Geoffery Mayfield founded Geoff Mayfield, Attorney at Law in 2005. He practices in the areas of Estate Planning, Wills & Probate, Real Estate... (more)

FREE CONSULTATION 

CONTACT

210-535-0870

May Yia Yang

Estate Planning, Estate, Family Law, Elder Law, Business
Status:  In Good Standing           

Kristin L. Lemke

Estate Planning, Family Law, Litigation, Wills & Probate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Bruce A. Lipshy

Corporate, Estate Planning, Family Law, Litigation
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Joe Newberry

Family Law, Wills & Probate, Collaborative Law, Estate Planning
Status:  In Good Standing           

Jason Lee Partney

Real Estate, Wills, Estate Planning, DUI-DWI
Status:  In Good Standing           

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

LEGAL TERMS

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)
An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

CERTIFICATION OF TRUST

See abstract of trust.

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.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)
Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)
Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

SAMPLE LEGAL CASES

Smith v. O'DONNELL

... 192 SW3d 780 (Tex.2006). 234 SW3d 135, 138. In Belt, we held that an executor was in privity with the decedent's attorneys and could sue them for estate-planning malpractice. 192 SW3d at 787. A prior case, Barcelo v. Elliott ...

In re Townley Bypass Unified Credit Trust

252 SW3d 715 (2008). In re TOWNLEY BYPASS UNIFIED CREDIT TRUST. No. 06-07-00025-CV. Court of Appeals of Texas, Texarkana. Submitted February 13, 2008. Decided April 9, 2008. 717 William E. Wylie, William E. Wylie ...

In re Estate of Henry

... in the 1996 revocable living trust agreement. In 2004, Thomas Henry and Ms. Henry met with Warren Nystrom, an attorney whose practice included estate planning and preparation of wills. On October 19, 2004, at the office ...