Orlando Estate Planning Lawyer, Florida


Includes: Gift Taxation

David W Veliz Lawyer

David W Veliz

VERIFIED
Divorce & Family Law, Wills & Probate, Estate Planning, Estate, Family Law
Your Family's Law Firm.

David is the managing shareholder of Veliz Katz Law located in Orlando, Florida. He has been providing a broad range of legal services to individual a... (more)

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CONTACT

800-790-1641

Charles Phillip Castellon Lawyer

Charles Phillip Castellon

VERIFIED
Real Estate, Bankruptcy, Foreclosure, Business Organization, Estate Planning

Lawyer.com Member Questionnaire Please describe a case(s) in the last year or two where you made a big difference. CPC Law has helped many clien... (more)

FREE CONSULTATION 

CONTACT

800-764-5960

Abdelrahman M Zeini Lawyer

Abdelrahman M Zeini

VERIFIED
Real Estate, Business, Estate Planning, Bankruptcy, Visa

Abdelrahman Zeini is an experienced attorney who focuses his practice on Real Estate, Corporate Law, and Estate Planning. Mr. Zeini’s practice emph... (more)

Sarah  Gulati Lawyer

Sarah Gulati

Real Estate, Business Organization, Contract, Estate Planning

Sarah Gulati is a member of the Florida Bar and the Federal Middle District of Florida. Ms. Gulati has helped many individuals purchase businesses suc... (more)

FREE CONSULTATION 

CONTACT

407-900-5054

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Evelyn Watts Cloninger Lawyer

Evelyn Watts Cloninger

VERIFIED
Real Estate, Wills & Probate, Estate Planning, Power of Attorney, Elder Law

Evelyn Cloninger is managing partner of the firm, has raised four accomplished daughterss (two of whom also have law degrees) and enjoys her six toddl... (more)

David E. Cauthen Lawyer

David E. Cauthen

VERIFIED
Social Security, Family Law, Estate Planning, Child Support, Landlord-Tenant

Mr. Cauthen has been practicing family law since 1973.

Susan Jane Best Lawyer

Susan Jane Best

VERIFIED
Family Law, Estate Planning

BEST LAW, PLLC, is a professional, full service law firm, located in Lakeland, Florida. Our firm proudly serves the entire Polk County area, while ... (more)

Ronald A. Jones Lawyer

Ronald A. Jones

VERIFIED
Wills & Probate, Estate Planning, Estate, Real Estate, Contract

I'm an attorney near The Villages, Florida; I represent individuals and small businesses, handling primarily estate planning, probate and real estate ... (more)

Matthew J. Ahearn

Business Successions, Business Organization, Gift Taxation, Estate Administration
Status:  In Good Standing           

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

Member Representative

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By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided may not be privileged or confidential.

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

LEGAL TERMS

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)
The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)
A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)
A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

ABATEMENT

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 exp... (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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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. ...