Montgomery County, TX Estate Planning Lawyers, page 3

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Bryan Fagan
About | Why Choose Us?
Law Office of Bryan Fagan
3707 Cypress Creek Pkwy Suite 400 Houston, TX 77068Â» view map
Estate Planning
AGGRESSIVE & COMPASSIONATE

Bryan's focus is on family & estate law cases, so he can give the attention that others can't. He knows this is a tough time for your family and is committed to protecting your interests.

800-686-9720
1. Bryan Fagan Houston, TX
  Attorney at Law - TX, 2012
  South Texas College of Law, J.D. - 2011
2. AboutMeet Attorney Fagan
  About the Law Office of Bryan Fagan
3. Why Choose Us?Free Consultation
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Includes: Gift Taxation

Steven Wayne Brady

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 26 Years

CONTACT

2107 Research Forest Drive, Magnolia, TX 77380

Steven Wayne Brady

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 26 Years

CONTACT

2107 Research Forest Drive, Magnolia, TX 77380

Kevin W. Holmes

International, Wills, Gift Taxation, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

2001 Timberloch Pl, Magnolia, TX 77380

William R. Zweifel

Gift Taxation, Tax

Status: Inactive Licensed: 46 Years

CONTACT

1440 Lake Front Cir, Magnolia, TX 77380

Glenn Thomas Leishner

International, Gift Taxation

Status: In Good Standing Licensed: 31 Years

CONTACT

9950 Woodloch Forest, Spring, TX 77380

Blanche Duett Smith

Wills & Probate, Estate Planning, Elder Law, Collection

Status: In Good Standing Licensed: 32 Years

CONTACT

21 Waterway Avenue, The Woodlands, TX 77380

Dana L. Garrett

Wills, Gift Taxation, Business & Trade, Business

Status: In Good Standing Licensed: 54 Years

CONTACT

1212 N Loop 336 W, Conroe, TX 77301

Casey Michael Baker

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 16 Years

CONTACT

2107 Research Forest Drive, Magnolia, TX 77380

Robert J. Currie

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 49 Years

CONTACT

94 W Racing Cloud Ct, Magnolia, TX 77381

Zhusong Yang

Gift Taxation, Tax

Status: In Good Standing Licensed: 19 Years

CONTACT

2107 Research Forest Dr, Magnolia, TX 77380

800-923-0641

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LEGAL TERMS

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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.

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Montgomery County, TX Estate Planning Lawyers, page 3

Sponsored Law Firm

Law Office of Bryan Fagan

SPONSORED LAWYERS

Steven Wayne Brady

Steven Wayne Brady

Kevin W. Holmes

William R. Zweifel

Glenn Thomas Leishner

Blanche Duett Smith

Dana L. Garrett

Casey Michael Baker

Robert J. Currie

Zhusong Yang

TIPS

LEGAL TERMS

CERTIFIED COPY

CONTINGENT BENEFICIARY

LAPSE

ESTATE TAXES

GENERATION-SKIPPING TRUST

AUGMENTED ESTATE

FINAL BENEFICIARY

SECONDARY MEANING

SPRINKLING TRUST

SAMPLE LEGAL CASES

Smith v. O'DONNELL

In re Townley Bypass Unified Credit Trust

In re Estate of Henry

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