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Katy Estate Planning Lawyer, Texas, page 5

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Includes: Gift Taxation

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41-50 of 78 matches. Page 5 of 8  

Ronald James Long

Gift Taxation, Tax
Status:  In Good Standing           Licensed:  33 Years
CONTACT
501 Westlake Park Blvd, Houston, TX 77079
Profile LAWPOINTS™21/100
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Ralph Alan Lockyear

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  45 Years
CONTACT
38915 Sampson Rd, Richmond, TX 77423
Profile LAWPOINTS™26/100
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Sonal Hasmukhrai Damani

International, Gift Taxation, Tax
Status:  In Good Standing           Licensed:  18 Years
CONTACT
600 N Dairy Ashford Rd, Houston, TX 77079
Profile LAWPOINTS™19/100
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Heather Elaine Beck

International, Oil & Gas, Industry Specialties, Gift Taxation
Status:  In Good Standing           Licensed:  28 Years
CONTACT
2331 Citywest Blvd, Houston, TX 77042
Profile LAWPOINTS™29/100
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James P. Weller

International, Gift Taxation, Estate Planning, Estate
Status:  In Good Standing           Licensed:  47 Years
CONTACT
10019 Burgoyne Rd, Houston, TX 77042
Profile LAWPOINTS™32/100
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Rebecca Greer Icenogle

International, Gift Taxation
Status:  In Good Standing           Licensed:  13 Years
CONTACT
1500 S. Dairy Ashford, Houston, TX 77077
Profile LAWPOINTS™19/100
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Jay Manish Shroff

Commercial Real Estate, Real Estate, International, Gift Taxation
Status:  In Good Standing           Licensed:  13 Years
CONTACT
11000 Richmond Ave, Houston, TX 77042
Profile LAWPOINTS™24/100
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Charles Austin Sutton

Tax, International Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  33 Years
CONTACT
512 S 7Th St, Richmond, TX 77469
Profile LAWPOINTS™34/100
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Alicia Goodrow

Tax, Gift Taxation, Business & Trade, Business
Status:  In Good Standing           Licensed:  33 Years
CONTACT
N/A, Houston, TX 77042
Profile LAWPOINTS™24/100
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Bruce Fay

Gift Taxation, Tax
Status:  Inactive           Licensed:  37 Years
CONTACT
1914 Lake Grayson Drive, Katy, TX 77494
Profile LAWPOINTS™14/100
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Easily find Katy Estate Planning Lawyers and Katy Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

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.

GRANTOR

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

MARITAL LIFE ESTATE TRUST

See AB trust.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

SAMPLE LEGAL CASES

Smith v. O'DONNELL

... 192 SW3d 780 (Tex.2006). 234 SW3d 135, 138. In Belt, we held that an executor was in privity with the decedent's attorneys and could sue them for estate-planning malpractice. 192 SW3d at 787. A prior case, Barcelo v. Elliott ...

In re Townley Bypass Unified Credit Trust

252 SW3d 715 (2008). In re TOWNLEY BYPASS UNIFIED CREDIT TRUST. No. 06-07-00025-CV. Court of Appeals of Texas, Texarkana. Submitted February 13, 2008. Decided April 9, 2008. 717 William E. Wylie, William E. Wylie ...

In re Estate of Henry

... in the 1996 revocable living trust agreement. In 2004, Thomas Henry and Ms. Henry met with Warren Nystrom, an attorney whose practice included estate planning and preparation of wills. On October 19, 2004, at the office ...

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