Kissimmee Estate Planning Lawyer, Florida

Sponsored Law Firm


Includes: Gift Taxation

James Michael Flick Lawyer

James Michael Flick

VERIFIED
Estate Planning, International Tax, Commercial Real Estate, Business, Wills

James J. Flick is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice... (more)

Denise Rayna Tessier Lawyer

Denise Rayna Tessier

VERIFIED
Estate, Estate Planning, Trusts, Wills & Probate, Medicare & Medicaid

Denise Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, Denise served diligently as in-house co... (more)

David W Veliz Lawyer

David W Veliz

VERIFIED
Divorce, Wills & Probate, Estate Planning, Custody & Visitation, Family Law
Your Family's Law Firm.

David is the managing shareholder of Veliz Katz Law located in Maitland, Florida. He has been providing a broad range of legal services to individual ... (more)

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CONTACT

407-849-7072

Vanette  Augustin Lawyer

Vanette Augustin

Immigration, Estate Planning, Estate, Family Law, Divorce & Family Law

JP Augustin Law Firm is a boutique style law firm that offers clients individualized professional services. The Firm recognized that each client is un... (more)

David E. Cauthen Lawyer

David E. Cauthen

VERIFIED
Divorce & Family Law, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

Bruce B. Blackwell

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

Edward R. Alexander

Estate Planning, Contract, Business Organization, Business
Status:  In Good Standing           

Robert S. MacDonald

Real Estate, Estate Planning, Tax
Status:  In Good Standing           

L. Bruce Swiren

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

Albert D. Capouano

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

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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.

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

LEGAL TERMS

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

CERTIFICATION OF TRUST

See abstract of trust.

GRANTOR

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

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation 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.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)
To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)
A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...