Charlotte County, FL Trusts Lawyers

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Atty. Raymond Mitchell
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The Law Firm of Raymond Mitchell
3717 Del Prado Blvd. South Cape Coral, Florida 33904 » view map
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800-256-5820
1. Raymond B. Mitchell Cape Coral
  Attorney At Law - FL, 1994
  Regent University School of Law - 1993
2. Chapter 7Liquidation
  A Chapter 7 liquidation proceeding is available to individuals, partnerships, and corporations.
3. Chapter 13Reorganization
  A Chapter 13 bankruptcy, or "wage earner reorganization" is available only to individuals with regular income.
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Katharine Walter Payne

Business, Corporate, Estate Planning, Trusts

Status: In Good Standing

CONTACT

331 Sullivan Street, Punta Gorda, FL 33950

Guy Storms Emerich

Commercial Real Estate, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

99 Nesbit St, Punta Gorda, FL 33950

Ellie K Harris

Estate Planning, Child Custody, Elder Law, Commercial Real Estate, Trusts

Status: In Good Standing

CONTACT

17841 Murdock Cir, Port Charlotte, FL 33948

Cheyenne Young

Real Estate, Wills & Probate, Trusts, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

223 Taylor St, Punta Gorda, FL 33950

John Bascom Mizell

Commercial Real Estate, International Tax, Trusts, Business

Status: In Good Standing

CONTACT

331 Sullivan St, Punta Gorda, FL 33950

Jennifer Racquel Howell

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 27 Years

CONTACT

2705 Tamiami Trl, Punta Gorda, FL 33950

Arlene C. Chase

Estate Planning, Elder Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 23 Years

CONTACT

21216 Olean Blvd, Port Charlotte, FL 33952

Dean John Hanewinckel

Commercial Real Estate, Wills, Trusts, Business & Trade

Status: In Good Standing Licensed: 40 Years

CONTACT

2650 S Mccall Rd, Englewood, FL 34224

James W. Mallonee

Construction, Trusts, Elder Law, Contract

Status: In Good Standing

CONTACT

946 Tamiami Trl, Port Charlotte, FL 33953

Hal F Wotitzky

Real Estate, Wills & Probate, Trusts, Family Law

Status: In Good Standing

CONTACT

223 Taylor St, Punta Gorda, FL 33950

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LEGAL TERMS

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...

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Charlotte County, FL Trusts Lawyers

Sponsored Law Firm

The Law Firm of Raymond Mitchell

SPONSORED LAWYERS

Katharine Walter Payne

Guy Storms Emerich

Ellie K Harris

Cheyenne Young

John Bascom Mizell

Jennifer Racquel Howell

Arlene C. Chase

Dean John Hanewinckel

James W. Mallonee

Hal F Wotitzky

TIPS

LEGAL TERMS

ADMINISTRATION (OF AN ESTATE)

QTIP TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

GROSS ESTATE

ESTATE TAXES

SPECIAL ADMINISTRATOR

DISCHARGE (OF PROBATE ADMINISTRATOR)

CERTIFIED COPY

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

Doe v. Doe

Parker v. Shullman

Timmons v. Ingrahm

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