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Doris Brigitte Hale Slater

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Trusts, Divorce, Litigation, Accident & Injury, Estate Planning

We are, and have always been, dedicated to achieving a cost effective and favorable result, all the while balancing out concerns for the client’s ob... (more)

James Wesley Choate

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

Joshua D. Brysk

Wills, Trusts, Corporate, Credit & Debt
Status:  In Good Standing           Licensed:  23 Years

Daniela Lungu

Lawsuit & Dispute, Intellectual Property, Estate, Civil & Human Rights
Status:  In Good Standing           
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James Jackson Phillips

Trusts, Estate Planning
Status:  In Good Standing           

Glenda Geanne Leatherman

Wills, Trusts, Estate, Business
Status:  In Good Standing           Licensed:  39 Years

Dan Jay Hall

International, Trusts, Gift Taxation, Estate
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William Dana Wollesen

Foreign Investment, Estate Planning, Business & Trade, Corporate
Status:  In Good Standing           Licensed:  13 Years

Gary Steven Costello

Real Estate, Trusts, Gift Taxation, Estate
Status:  In Good Standing           Licensed:  24 Years

Kevin Walter Johnson

Contract, Family Law, Trusts, Commercial Real Estate
Status:  In Good Standing           Licensed:  28 Years

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

CURATOR

See conservator.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

FAMILY POT TRUST

See pot trust.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...