Wikieup Trusts Lawyer, Arizona

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Phillip G Krueger

Real Estate, Trusts, Family Law, Personal Injury
Status:  In Good Standing           Licensed:  36 Years

Jeffrey A Goldberg

Real Estate, Wills & Probate, Trusts, Bankruptcy
Status:  In Good Standing           

Thomas E Price

Commercial Real Estate, Trusts, Estate, Corporate
Status:  In Good Standing           Licensed:  41 Years

Bryan Whitney

Trusts, Estate, Family Law, Criminal
Status:  In Good Standing           Licensed:  19 Years

Bryan Whitney

Trusts, Estate, Family Law, Criminal
Status:  In Good Standing           Licensed:  19 Years

James Edward Chavez

Mental Health, Trusts, Elder Law, Guardianships & Conservatorships
Status:  In Good Standing           Licensed:  46 Years

Stephen M Lee

Real Estate, Trusts, Family Law, Corporate
Status:  In Good Standing           Licensed:  54 Years

Lee E Bruno

Real Estate, Trusts, Commercial Real Estate
Status:  Inactive           Licensed:  59 Years

Elaine C Vincent

Trusts, Estate, Family Law, Criminal
Status:  In Good Standing           Licensed:  23 Years

Elaine C Vincent

Trusts, Estate, Family Law, Criminal
Status:  In Good Standing           Licensed:  23 Years

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)
A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)
A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

SAMPLE LEGAL CASES

CHILLIS v. CHILLIS

... will; applying funds in keeping with Violette's wishes and interests to conserve Violette's property and benefit Violette's relatives; and maximizing entitlements to federal and state medical programs by all legitimate means through revocable/irrevocable transfers into trusts for the ...

IN RE ESTHER CAPLAN TRUST

... We adopt certain factors from the Restatement (Second) of Trusts for evaluating the exercise of the trustee's discretion. ... FACTS AND PROCEDURAL HISTORY. ¶ 2 Esther Caplan died in 1983. Her will created two trusts, each funded with one-half her residuary estate. ...

IN RE MATTER OF SOVA

... We adopt certain factors from the Restatement (Second) of Trusts for evaluating the exercise of the trustee's discretion. ... FACTS AND PROCEDURAL HISTORY. ¶2 Esther Caplan died in 1983. Her will created two trusts, each funded with one-half her residuary estate. ...