Indiana Estate Planning Lawyer, Pennsylvania

Sponsored Law Firm


Includes: Gift Taxation

Harvey J. Eger

Corporate, Business Organization, Estate Administration, Estate Planning
Status:  In Good Standing           

Christopher D Nakles

Defamation & Slander, Estate Planning, Family Law, Litigation
Status:  In Good Standing           

Lisa Galloway Monzo

Litigation, Estate Planning, Family Law, Criminal
Status:  In Good Standing           

Nancy L. Harris

Family Law, Wills & Probate, Estate Planning, Real Estate
Status:  In Good Standing           

Meagan Bilik DeFazio

Criminal, Estate Planning, Family Law, Real Estate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Jeffrey D. Monzo

Litigation, Estate Planning, Family Law, Criminal
Status:  In Good Standing           

Scott A. Fatur

Farms, Estate Planning, Divorce, Business Organization
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Arthur S. Cohen

Estate Planning, Family Law, Child Support, Civil Rights
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Gary C. Horner

Corporate, Bankruptcy, Estate Planning, Real Estate
Status:  In Good Standing           

Gene E. McDonald

Banking & Finance, Business Organization, Employment, Estate Planning
Status:  Deceased           Licensed:  75 Years

Free Help: Use This Form or Call 800-620-0900

Member Representative

Call me for fastest results!
800-620-0900

Free Help: Use This Form or Call 800-620-0900

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.


Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

TIPS

Easily find Indiana Estate Planning Lawyers and Indiana Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

GRANTOR

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

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

NET ESTATE

The value of all property owned at death less liabilities or debts.

CERTIFICATION OF TRUST

See abstract of trust.

SAMPLE LEGAL CASES

In re Estate of Field

... NT, 5/31/07, at 100. At the meeting, Gilbert provided decedent with a red binder containing various completed estate planning documents, including the executed living trust agreement, which Gilbert had retained for notarization after his initial meeting with decedent. Id. ...

IN RE ESTATE OF SLOMSKI

... appellants cite 20 Pa.CSA § 5601.2(e), Equity, which provides: "An agent and the donee of a gift shall be liable as equity and justice may require to the extent that, as determined by the court, a gift made by the agent is inconsistent with prudent estate planning or financial ...

Katz v. KIDDER TOWNSHIP ZONING HEARING BOARD

... However, the trial court agreed that Landowner's argument that denial of the variances will limit his ability to subdivide the property for estate planning purposes or to separately sell one of the parcels is meritless because economic and personal considerations, in and of ...