Boca Raton Estate Planning Lawyer, Florida


Includes: Gift Taxation

Barry D. Siegel Lawyer

Barry D. Siegel

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)

Nicole M Loughlin Lawyer

Nicole M Loughlin

VERIFIED
Personal Injury, Car Accident, Estate Planning, Wills & Probate, Condominiums

Loughlin Law, P.A. is a boutique law firm in Boca Raton, Florida, servicing clients in Broward and Palm Beach County. Attorney Nicole M. Loughlin ear... (more)

FREE CONSULTATION 

CONTACT

800-990-8420

Patrick Joseph Murphy Lawyer

Patrick Joseph Murphy

VERIFIED
Personal Injury, Slip & Fall Accident, Wrongful Death, Estate Planning, Real Estate Other

Patrick J. Murphy was born in Cambridge, Massachusetts. He has been practicing law in the State of Florida for more than 28 years. He attended Wake Fo... (more)

FREE CONSULTATION 

CONTACT

800-879-2181

Chad E Brocato Lawyer

Chad E Brocato

VERIFIED
Estate, Estate Planning, Wills & Probate, Trusts
Trusted | Experienced | Focused

Attorney Chad E. Brocato became an internationally published author for emergency medical services trade publications prior to entering the field of l... (more)

FREE CONSULTATION 

CONTACT

800-879-2181

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Yoni  Markhoff Lawyer

Yoni Markhoff

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

Yoni Markhoff graduated from George Washington University with a Bachelors Degree as well as a Masters of Education. He taught high school US History ... (more)

FREE CONSULTATION 

CONTACT

786-463-4463

Robert Brian Roemer Lawyer

Robert Brian Roemer

VERIFIED
Real Estate, Divorce & Family Law, Estate Planning, Wills & Probate, Personal Injury
Robert Roemer

Whether you are seeking a divorce, drafting a will or seeking other legal services, my goal is to provide you with effective, affordable full or limit... (more)

FREE CONSULTATION 

CONTACT

800-704-0831

Oliver Hayden Harris Lawyer

Oliver Hayden Harris

VERIFIED
Estate, Real Estate, Wills & Probate, Trusts, Estate Planning

Lawyer.com Member Questionnaire Please describe a case(s) in the last year or two where you made a big difference. Carolyn Hoffman v. Leisure Vi... (more)

Pamela Sue Schatten Lawyer

Pamela Sue Schatten

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

Pamela Schatten is a lawyer located in Miami Beach and is available at her virtual office in Broward county, Florida practicing estate planning, estat... (more)

FREE CONSULTATION 

CONTACT

800-890-8981

David B Dickenson

Estate Administration, Estate Planning, Real Estate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Barbara A Sloan

Estate Administration, Estate Planning, Wills & Probate
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 Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided may not be privileged or confidential.

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LEGAL TERMS

NET ESTATE

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

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)
A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

COUNTERCLAIM

A defendant's court papers that seek to reverse the thrust of the lawsuit by claiming that it was the plaintiff -- not the defendant -- who committed legal wron... (more...)
A defendant's court papers that seek to reverse the thrust of the lawsuit by claiming that it was the plaintiff -- not the defendant -- who committed legal wrongs, and that as a result it is the defendant who is entitled to money damages or other relief. Usually filed as part of the defendant's answer -- which also denies plaintiff's claims -- a counterclaim is commonly but not always based on the same events that form the basis of the plaintiff's complaint. For example, a defendant in an auto accident lawsuit might file a counterclaim alleging that it was really the plaintiff who caused the accident. In some states, the counterclaim has been replaced by a similar legal pleading called a cross-complaint. In other states and in federal court, where counterclaims are still used, a defendant must file any counterclaim that stems from the same events covered by the plaintiff's complaint or forever lose the right to do so. In still other states where counterclaims are used, they are not mandatory, meaning a defendant is free to raise a claim that it was really the plaintiff who was at fault either in a counterclaim or later as part of a separate lawsuit.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)
Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

CERTIFICATION OF TRUST

See abstract of trust.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)
A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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. ...