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funding a trust
Transferring ownership of property to a trust.
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 (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.
heir at law
A person entitled to inherit property under intestate succession laws.
The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she (more...)
The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.
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.
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.
The value of all property owned at death less liabilities or debts.
... 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 ...
... 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. ...
... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an
estates and trust attorney, to prepare estate planning documents. ... . On December 20, 2004,
Dorothy created several new estate planning documents through a different attorney. ...