Harrods Creek Estate Planning Lawyer, Kentucky

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William Bornstein
About | Practice Areas
Bornstein & Oppenheimer
3339 Taylorsville Rd Louisville, KY 40205» view map
Real Estate
Where Every Client Matters

When you need accurate representation for your Real Estate transaction, William Bornstein is there for you.

800-925-4171
1. William Bornstein Louisville, KY
  Attorney at Law - KY, 1966
  University of Louisville J.D. 1966
2. AboutBornstein & Oppenheimer
  Bornstein Oppenheimer, PLLC, is a diversified law firm headquartered in Louisville, Kentucky.
3. Practice AreasExpertise
  Real Estate
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Includes: Gift Taxation

Brett H. Oppenheimer

Litigation, Estate Planning, Workers' Compensation, Business Organization, Personal Injury

Status: In Good Standing

CONTACT

Springs Office Center, Louisville, KY 40207

Christopher M George

Real Estate, Equine, Gift Taxation, Business

Status: In Good Standing

CONTACT

4965 Us Hwy 42, Louisville, KY 40222

Robert Anthony Marshall

Wills & Probate, Estate Planning, Corporate, Tax

Status: In Good Standing Licensed: 44 Years

CONTACT

4965 Us Hwy 42, Louisville, KY 40222

Eric Gregory Piontek

International, Health Care Other, Health Care, Gift Taxation

Status: In Good Standing

CONTACT

7613 Wolfspring Ct, Louisville, KY 40241

J Walker Stites

Trusts, Gift Taxation

Status: In Good Standing

CONTACT

6013 Brownsboro Park Blvd, Louisville, KY 40207

Jeffrey N Mahoney

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

1215 Herr Ln, Louisville, KY 40222

Eric B Neikirk

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

2 Woodhill Road, Louisville, KY 40207

Andrew Jacob Gochenaur

Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 12 Years

CONTACT

3104 Freys Hill Rd, Louisville, KY 40241

Jonathan Kevin Powers

Gift Taxation, Employee Rights, Business, Bankruptcy

Status: In Good Standing

CONTACT

2400 Melwood Avenue, Louisville, KY 40206

Robert Waugh Adams

Real Estate, Gift Taxation, Business, Bankruptcy

Status: In Good Standing Licensed: 29 Years

CONTACT

6004 Brownsboro Park Blvd, Louisville, KY 40207

800-923-0641

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

SAMPLE LEGAL CASES

Easterly v. METROPOLITAN LIFE INSURANCE COMPANY

... [6]. In January or February of 1990, Easterly met with an estate planning attorney in Florida and discovered the face value of the policy to be $185,000.00, not the $235,000.00 they believed they had contracted to purchase in 1989. ...

GRIPSHOVER v. GRIPSHOVER

... prepare documents effectuating a real estate partnership (the Gripshover Family Limited Partnership #1) and a partnership for the ownership and management of the family farming business (the Gripshover Family Limited Partnership #2). For estate planning and taxation ...

Fleming v. Toney

... A decree was never entered, but Leon and Janet remained separated until Leon's death on August 24, 2006. Following the separation, and prior to his death, Leon made several estate planning decisions without Janet's knowledge. ...

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Harrods Creek Estate Planning Lawyer, Kentucky

Sponsored Law Firm

Bornstein & Oppenheimer

SPONSORED LAWYERS

Brett H. Oppenheimer

Christopher M George

Robert Anthony Marshall

Eric Gregory Piontek

J Walker Stites

Jeffrey N Mahoney

Eric B Neikirk

Andrew Jacob Gochenaur

Jonathan Kevin Powers

Robert Waugh Adams

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

SELF-PROVING WILL

MINERAL RIGHTS

AB TRUST

LAPSE

GENERATION-SKIPPING TRANSFER TAX

HEIR AT LAW

GENERATION-SKIPPING TRUST

PER STIRPES

SAMPLE LEGAL CASES

Easterly v. METROPOLITAN LIFE INSURANCE COMPANY

GRIPSHOVER v. GRIPSHOVER

Fleming v. Toney

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