Daytona Beach Wills & Probate Lawyer, Florida, page 3

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Includes: Estate Administration, Living Wills, Wills

Arthur Allen Simpson

Land Use & Zoning, Construction, International, Wills
Status:  In Good Standing           Licensed:  23 Years

Wendy Anne Mara

Divorce & Family Law, Family Law, Divorce, Child Custody, Wills & Probate
Status:  In Good Standing           

Sharon Brooks Logan

Commercial Real Estate, Wills, Trusts, Estate Planning
Status:  In Good Standing           

Michael Philip Olivari

Commercial Real Estate, Wills, Estate Planning, Elder Law
Status:  In Good Standing           

David L. Ferguson

Wills, Wills & Probate, Collaborative Law, Family Law
Status:  In Good Standing           Licensed:  42 Years

Rebecca M Becker

Government Agencies, Wills & Probate, Corporate, Banking & Finance
Status:  In Good Standing           Licensed:  46 Years

Larry R. Stout

Real Estate, Wills & Probate, Corporate, Business Organization
Status:  In Good Standing           Licensed:  50 Years

Jon Sponaugle Slone

Commercial Real Estate, Wills & Probate
Status:  In Good Standing           Licensed:  15 Years

Scott Alan Selis

Estate, Elder Law, Wills & Probate, Power of Attorney
Status:  In Good Standing           Licensed:  36 Years

Lisa L. Ledbetter

Estate, Trusts, Real Estate, Wills & Probate
Status:  In Good Standing           Licensed:  17 Years

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LEGAL TERMS

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)
The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

KINDRED

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

DEED OF TRUST

See trust deed.

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.

SAMPLE LEGAL CASES

IN RE AMEND. TO THE FLORIDA PROBATE RULES

After considering the Committee's proposals and reviewing the relevant legislation, we adopt all the Committee's proposals except the proposed amendment to subdivision (b) of rule 5.260. Consistent with statutory changes made by chapter 2010-132, section 3, Laws of ...

McCormick v. McCormick

... We have for review an order admitting to probate the Last Will and Testament of decedent Ferral Lee McCormick, Sr., but denying letters of administration to appellant Ferral Lee McCormick, Jr., whom the testate decedent had duly nominated as personal representative. ...

In re Guardianship of Shell

... VILLANTI, Judge. Lutheran Services Florida, Inc., the guardian of Bertha Shell, appeals from the probate court's order denying its objections to an earlier order that awarded Lutheran Services guardian's fees in an amount less than it requested. ...