Adger Estate Planning Lawyer, Alabama

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David E. Hodges
About | Practice Areas
David E. Hodges, P.C.
902 Wildwood Avenue Mobile, AL 36609» view map
Estate Law
Personalized Legal Guidance

Tired of law offices that connect you with a different person every time you call? Choose David E. Hodges as your local attorney.

800-716-9530
1. David E. Hodges Mobile, AL
  Attorney at Law - AL, 1987
  Duke University J.D. 1987
2. AboutDavid E. Hodges, P.C.
  You Can't Predict the Future, But You Can Plan for It
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Herbert E. "Chip" Browder

✓ VERIFIED

Estate Planning, Wills & Probate, Trusts, Elder Law, Tax

The Browder & Welborn Law Office is a family-oriented law firm that focuses on protecting our clients' families, their family businesses and their ass... (more)

CONTACT

800-978-4861

2315 Ninth Street, Tuscaloosa, AL 35401

Elizabeth Schadt Gordon

Residential Real Estate, Land Use & Zoning, Estate Planning, Commercial Bankruptcy

Status: Inactive Licensed: 25 Years

CONTACT

610 Fair Oaks Lane, Tuscaloosa, AL 35406

H. Bryan Wallace

Landlord-Tenant, Litigation, Estate Planning, Personal Injury

Status: In Good Standing

CONTACT

1800 Mcfarland Boulevard North, Tuscaloosa, AL 35406

Jay F. Guin

Government, Gift Taxation, Corporate, Credit & Debt

Status: In Good Standing

CONTACT

2711 University Blvd., Tuscaloosa, AL 35401

Jillian Laura Guin White

Lawsuit & Dispute, Estate Planning, Business & Trade, Bankruptcy & Debt

Status: In Good Standing Licensed: 13 Years

CONTACT

2117 Jack Warner Pkwy, Tuscaloosa, AL 35401

800-923-0641

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LEGAL TERMS

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

SAMPLE LEGAL CASES

Maloof v. John Hancock Life Ins. Co.

... "The reason that these policies were even being discussed was because we were talking about estate planning and we got into a discussion of â€” of estate taxes and things like that. ... The whole purpose of the policies was to take care of estate planning. ...

ROTHFEDER v. KAUFMAN GILPIN McKENZIE THOMAS

... In February 2003, Rothfeder met with Derek Warren, an accountant practicing in Geneva, Alabama, to discuss the referral of one of Warren's clients, Ruth K. Baucom, to the firm for assistance with tax and estate-planning matters. ...

DeFriece v. McCorquodale

... Seeking to minimize that tax burden, the family consulted an estate-planning attorney who recommended, first, that DeFriece, Durst, Ernest Jr., their 467 respective children, and Nell disclaim their rights to receive real property under Ernest Sr.'s will, and, second, that DeFriece ...

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Adger Estate Planning Lawyer, Alabama

Sponsored Law Firm

David E. Hodges, P.C.

SPONSORED LAWYERS

Herbert E. "Chip" Browder

Elizabeth Schadt Gordon

H. Bryan Wallace

Jay F. Guin

Jillian Laura Guin White

TIPS

LEGAL TERMS

INVESTOR

DISCHARGE (OF PROBATE ADMINISTRATOR)

EXECUTOR

RESIDUARY BENEFICIARY

TRUSTEE

LIFE BENEFICIARY

RULE AGAINST PERPETUITIES

KINDRED

INHERITANCE TAXES

SAMPLE LEGAL CASES

Maloof v. John Hancock Life Ins. Co.

ROTHFEDER v. KAUFMAN GILPIN McKENZIE THOMAS

DeFriece v. McCorquodale

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