Boca Raton Estate Planning Lawyer, Florida

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Includes: Gift Taxation

Barry D. Siegel Lawyer
Barry D. Siegel
is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.

Barry D. Siegel

Barry D. Siegel is a Top Attorney Award winner at Attorney.com. Only 5% have the elite qualifications. Click the badge for more info.
VERIFIED
Estate Planning, Elder Law, Trusts, Wills & Probate, Power of Attorney

Today, our law firm focuses on providing comprehensive planning when you need it most. Because change is part of life, most people require ongoing ass... (more)

Michael  Davis Lawyer

Michael Davis

VERIFIED
Copyright, Estate Planning, Contract, Commercial Real Estate, Estate

Attorney Davis is a partner at Boone and Davis and focuses his practice on helping the injured recover compensation and attain justice through persona... (more)

FREE CONSULTATION 

CONTACT

800-873-9360

Scott Richard Willinger Lawyer

Scott Richard Willinger

VERIFIED
Estate, Estate Planning, Landlord-Tenant, Business, Elder Law

Scott Willinger is a practicing lawyer in the state of Florida handling Estate matters.

Taren L. Castro Lawyer

Taren L. Castro

VERIFIED
Wills & Probate, Estate Administration, Estate Planning, Wills, Business Organization

The Castro Law Firm, located in Royal Palm Beach, Florida, provides a range of legal services to clients that focus on probate, estate planning and bu... (more)

FREE CONSULTATION 

CONTACT

561-223-9148

Anita  Nguyen Lawyer

Anita Nguyen

Estate Planning, Trusts, Wills & Probate, Real Estate
Tax Saving, Defer Tax, Defer Capital Gain, Trust, Will, Estate Planning, Real Estate, Closing

We are a local law firm in West Palm Beach, Florida, specializing in Real Estate, Title Closing, Estate Planning, Will, Trust, Probate, Immigration, B... (more)

FREE CONSULTATION 

CONTACT

561-444-9449

Jeffrey Steven D'Amore Lawyer

Jeffrey Steven D'Amore

VERIFIED
Divorce & Family Law, Estate Planning, Family Law, Business, Divorce

I just want to be known as a straight shooter. Most of these cases settle down and finish. From point "A" to point "B", this is a process. During th... (more)

Vincent J. Handal

Lawsuit & Dispute, Trusts, Estate Planning, Business Organization
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Angela Crandall

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

Sara E. Graditor

Business, Estate Planning, Tax
Status:  In Good Standing           

William E. Hawkins

Corporate, Estate Planning, Real Estate, Wills
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

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Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)
An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)
The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)
A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...