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Miami Trusts Lawyer, Florida


Michael Alan Furshman Lawyer

Michael Alan Furshman

VERIFIED
Collection, Real Estate, Trusts

Michael A. Furshman is the managing member and principal of the company. Mr. Furshman represents real estate developers, investment funds and other co... (more)

William  Tucker Lawyer

William Tucker

VERIFIED
Wills & Probate, Estate, Trusts

Mr. Tucker is a valued associate with the Firm’s Business Litigation and Probate practice groups. His practice focuses on complex commercial and re... (more)

Andrew  Jiménez Lawyer

Andrew Jiménez

Business, Estate, Trusts, Wills & Probate

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Andrew L. Gordon

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

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Deborah Doliner

Elder Law, Estate Planning, Living Wills, Wills & Probate, Trusts
Status:  In Good Standing           

Vincent J. Handal

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

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Peter A. Portley

Corporate, Estate Planning, Litigation, Trusts, Wills
Status:  In Good Standing           

William Francis Sullivan

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

Nora C. Staum

Social Security -- Disability, Estate Planning, Wills, Trusts
Status:  In Good Standing           

Peter A. Cohen

Wills & Probate, Trusts, Insurance, Elder Law, Litigation
Status:  In Good Standing           

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

NET ESTATE

The value of all property owned at death less liabilities or debts.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)
Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

FAMILY POT TRUST

See pot trust.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)
Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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).

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.

SAMPLE LEGAL CASES

Doe v. Doe

... [1] The trusts administered by the Trustees include class gifts to the grandchildren of the settlors, Chester P. Doe, Jr. (Chester Jr.) and Eleanor Warren Doe (Eleanor). ... I. THE FACTS. A. The Trusts. On June 28, 1988, Chester Jr. ...

Parker v. Shullman

... Each of these trusts had sub-trusts for her daughter Lauri and granddaughter Cassie. Barbara designated 645 Shullman as the successor trustee of all of the trusts. ... When Barbara died, Shullman became trustee of the trusts. ...

Timmons v. Ingrahm

... In his will, Frank Sr. created two trusts: the Timmons Family Trust ("Family Trust") and the Timmons Marital Trust ("Marital Trust"). [1] The Timmons Family Trust was valued at $650,000. ... Myrtle was the sole income beneficiary of the trusts during her lifetime. ...