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Les Romo
About | Practice Areas
Law Office of Les Romo
102 West Morrow Street Suite 202 Georgetown, TX 78627» view map
Estate Law
Helping You Understand Your Options

Attorney Les Romo can help protect your interests and resolve your legal issue in the best possible way. Attorney Romo is dedicated to vigorously representing his clients.

800-769-7481
1. Les Romo Georgetown, TX
  Attorney at Law - TX, 1979
  St. Mary's University J.D. 1979
2. AboutLaw Office of Les Romo
  Helping You Understand Your Options
3. Practice AreasExpertise
  Estate Law
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2. Email
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Includes: Gift Taxation

Rahul Balkrishna Patel

Commercial Real Estate, Litigation, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 20 Years

CONTACT

2030 N Loop 1604 W, San Antonio, TX 78248

Irwin D. Zucker

Commercial Real Estate, Wills, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 52 Years

CONTACT

17806 Ih 10 W, San Antonio, TX 78257

Jacob J. Pitre

Commercial Real Estate, International, Gift Taxation, Divorce & Family Law

Status: In Good Standing Licensed: 23 Years

CONTACT

19100 Ridgewood Pkwy, San Antonio, TX 78259

Jacob J. Pitre

Commercial Real Estate, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

19100 Ridgewood Pkwy, San Antonio, TX 78259

Douglas R. Moe

International, Wills, Gift Taxation, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

8 Dominion Dr, San Antonio, TX 78257

Peter Joseph Parenti

International, Wills, Gift Taxation, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

20 Carriage Hills, San Antonio, TX 78257

Robert James Shilliday

Public Schools, Gift Taxation, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 39 Years

CONTACT

19819 Wild Hollow, San Antonio, TX 78266

William N. Hickey

International, Wills, Gift Taxation, Estate

Status: Inactive Licensed: 52 Years

CONTACT

7910 Sendero Ridge Dr, Boerne, TX 78015

Daniel J. Loveland

Wills, Gift Taxation, Elder Law, Business & Trade

Status: In Good Standing Licensed: 55 Years

CONTACT

17806 W Interstate 10, San Antonio, TX 78257

Cecil William Bain

Construction, Business & Trade, Wills, Gift Taxation

Status: In Good Standing Licensed: 31 Years

CONTACT

1580 S Main St, Boerne, TX 78006

800-923-0641

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LEGAL TERMS

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

DEVISEE

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

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.

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.

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Bulverde Estate Planning Lawyer, Texas, page 2

Sponsored Law Firm

Law Office of Les Romo

SPONSORED LAWYERS

Rahul Balkrishna Patel

Irwin D. Zucker

Jacob J. Pitre

Jacob J. Pitre

Douglas R. Moe

Peter Joseph Parenti

Robert James Shilliday

William N. Hickey

Daniel J. Loveland

Cecil William Bain

TIPS

LEGAL TERMS

ESTATE TAXES

SPECIFIC BEQUEST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

HOLOGRAPHIC WILL

PROBATE COURT

POUR-OVER WILL

DEVISEE

RULE AGAINST PERPETUITIES

TRUSTEE

SAMPLE LEGAL CASES

Smith v. O'DONNELL

In re Townley Bypass Unified Credit Trust

In re Estate of Henry

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