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Miami Estate Planning Lawyer, Florida


Includes: Gift Taxation

Pamela Sue Schatten Lawyer

Pamela Sue Schatten

VERIFIED
Estate Planning, Wills & Probate, Deportation, Divorce & Family Law

Pamela Schatten is a lawyer located in Miami Beach and is available at her virtual office in Broward county, Florida practicing estate planning, estat... (more)

FREE CONSULTATION 

CONTACT

800-890-8981

Patrick Joseph Murphy Lawyer

Patrick Joseph Murphy

VERIFIED
Personal Injury, Slip & Fall Accident, Wrongful Death, Estate Planning, Real Estate Other

Patrick J. Murphy was born in Cambridge, Massachusetts. He has been practicing law in the State of Florida for more than 28 years. He attended Wake Fo... (more)

FREE CONSULTATION 

CONTACT
Nicole Monique Loughlin Lawyer

Nicole Monique Loughlin

VERIFIED
Personal Injury, Car Accident, Estate Planning, Wills & Probate, Condominiums

Nicole M. Loughlin earned her Juris Doctor from St. Thomas University School of Law, where she graduated Cum Laude and was among the top fifteen in he... (more)

William Luther Summers

Class Action, Consumer Protection, Domestic Violence & Neglect, Estate Planning, Family Law
Status:  In Good Standing           
Speak with Lawyer.com

C. Page Lane

Commercial Real Estate, Conveyancing, Estate Administration, Estate Planning, Family Law
Status:  In Good Standing           

Rosa T. Romero

Elder Law, Estate Planning, Family Law, Guardianships & Conservatorships, Litigation
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Richard B. Adams

Estate Planning, Family Law, Insurance, Litigation, Personal Injury
Status:  In Good Standing           

Jaime J. Baca

Estate Planning, Family Law, Insurance, Litigation, Real Estate
Status:  In Good Standing           

Luis E. Barreto

Elder Law, Estate Planning, Family Law, Guardianships & Conservatorships, Litigation
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Franklin D. Kreutzer

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

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

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

LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

CURATOR

See conservator.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)
A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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).

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. ...