Leesburg Estate Planning Lawyer, Alabama


Includes: Gift Taxation

Adrienne Michele Labudde

Estate Planning, Divorce, Adoption, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  14 Years

Lori Ann Brown-james

Commercial Real Estate, Litigation, Estate Planning, Family Law
Status:  In Good Standing           Licensed:  31 Years

William Scott Clay

Estate Planning, Divorce, Bankruptcy, Personal Injury, Dispute Resolution
Status:  In Good Standing           Licensed:  15 Years

Elizabeth Golson Mcglaughn

Landlord-Tenant, Estate Planning, Employee Rights, Family Law
Status:  In Good Standing           Licensed:  32 Years

Richard Kent Henslee

Education, Estate Planning, Civil Rights, Corporate
Status:  In Good Standing           Licensed:  65 Years

Haley Kathleen Tucker

Education, Estate Planning, Employment, Civil Rights, Immigration
Status:  In Good Standing           Licensed:  10 Years

Denise Gandy Welch

Litigation, Visa, Estate Planning, Divorce & Family Law
Status:  Inactive           Licensed:  17 Years

Kyle David Pierce

Commercial Real Estate, Estate Planning, Family Law, Criminal, Personal Injury
Status:  In Good Standing           Licensed:  8 Years

John S. Morgan

Divorce & Family Law, Accident & Injury, Estate Planning, Divorce, Wills & Probate
Status:  In Good Standing           Licensed:  35 Years

FREE CONSULTATION 

CONTACT

Leah Mitchell

Elder Law, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  13 Years

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

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

LEGAL TERMS

SUCCESSOR TRUSTEE

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

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)
A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

CURATOR

See conservator.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)
The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SAMPLE LEGAL CASES

Maloof v. John Hancock Life Ins. Co.

... "The reason that these policies were even being discussed was because we were talking about estate planning and we got into a discussion of — of estate taxes and things like that. ... The whole purpose of the policies was to take care of estate planning. ...

ROTHFEDER v. KAUFMAN GILPIN McKENZIE THOMAS

... In February 2003, Rothfeder met with Derek Warren, an accountant practicing in Geneva, Alabama, to discuss the referral of one of Warren's clients, Ruth K. Baucom, to the firm for assistance with tax and estate-planning matters. ...

DeFriece v. McCorquodale

... Seeking to minimize that tax burden, the family consulted an estate-planning attorney who recommended, first, that DeFriece, Durst, Ernest Jr., their 467 respective children, and Nell disclaim their rights to receive real property under Ernest Sr.'s will, and, second, that DeFriece ...