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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

Brandon R. Jordan Lawyer

Brandon R. Jordan

VERIFIED
Accident & Injury, Car Accident, Criminal, Immigration, Estate Planning

Brandon Jordan proudly serves Fort Lauderdale, FL and the neighboring communities in the areas of Accident & Injury law.

FREE CONSULTATION 

CONTACT

800-876-4980

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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

Rose  Brill Lawyer

Rose Brill

VERIFIED
Wills & Probate, Trusts, Estate Planning, Title Insurance, Residential Real Estate
Handles real estate and probate matters involving real estate located anywhere in Florida.

Rose Brill is a practicing lawyer in the state of Florida. Services include: Representation in connection with residential and commercial real estate ... (more)

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

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

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LEGAL TERMS

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)
Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)
A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)
An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

KINDRED

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

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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. ...