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)

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

Nicole Monique Loughlin Lawyer

Nicole Monique Loughlin

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

Nicole M. Loughlin earned her Juris Doctor from St. Thomas University School of Law, where she graduated Cum Laude and was among the top fifteen in he... (more)

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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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

Ubaldo J Perez

Estate Planning, Family Law, Personal Injury, Real Estate
Status:  In Good Standing           

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LEGAL TERMS

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).

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)
The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

CREDIT SHELTER TRUST

See AB trust.

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.

TITLE COMPANY

A company that issues title insurance.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)
A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

CERTIFICATION OF TRUST

See abstract of trust.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)
The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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. ...