Union Bridge Estate Planning Lawyer, Maryland

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Includes: Gift Taxation

Victor L. Graves

Lawsuit & Dispute, Estate Planning, Elder Law, Business, Wrongful Death
Status:  In Good Standing           

FREE CONSULTATION 

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W. Randolph Shump

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

FREE CONSULTATION 

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Heather L. Howard

Estate Planning, Family Law, Guardianships & Conservatorships, Corporate
Status:  In Good Standing           

Marc Eric Pasekoff

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

David D. Nowak

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

Robert H. Plotkin

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships
Status:  In Good Standing           

FREE CONSULTATION 

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William F. Gibson

Construction, Estate Planning, Family Law, Business Organization
Status:  In Good Standing           

Kay Bittner Schwartz

Power of Attorney, Living Wills, Estate Planning, Elder Law
Status:  In Good Standing           

Dena C. Feeney

Gift Taxation, Estate Planning, Wills & Probate, Trusts
Status:  In Good Standing           

Danielle M. Cruttenden

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

FREE CONSULTATION 

CONTACT

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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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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

INTER VIVOS TRUST

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

CERTIFICATION OF TRUST

See abstract of trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)
A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

SURROGATE COURT

See probate court.

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. ...