Pima County, AZ Estate Planning Lawyers

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Zachary Mushkatel
About | Practice Areas
Mushkatel Robbins & Becker PLLC
15249 N. 99th Ave Sun City, AZ 85351» view map
Accident & Injury Law
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At Mushkatel, Robbins & Becker, PLLC, our goal is to provide you with a comfortable environment where you can get trusted guidance on the legal matters affecting your life.

800-895-6240
1. Zachary Mushkatel Sun City, AZ
  Attorney at Law - AZ, 2004
  University of Minnesota J.D. 2004
2. AboutMushkatel Robbins & Becker PLLC
  Dedicated to Justice!
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Merle L. Stolar

Gift Taxation, Family Law, Criminal, Immigration

Status: In Good Standing Licensed: 41 Years

CONTACT

177 N Church Ave, Tucson, AZ 85701

Thomas A. Langan

Litigation, Mental Health, Estate Planning, Family Law

Status: In Good Standing Licensed: 33 Years

CONTACT

4801 E Broadway Blvd, Tucson, AZ 85711

Amy T. Craddock

Employment, Estate Planning, Family Law, Landlord-Tenant

Status: Inactive Licensed: 25 Years

CONTACT

Tucson, AZ 85752

Ronald Zack

Estate Planning, DUI-DWI, Elder Law, Personal Injury

Status: In Good Standing

CONTACT

4400 E Broadway Blvd, Tucson, AZ 85711

Larry R Adamson

Trusts, Gift Taxation, Elder Law, Business

Status: In Good Standing Licensed: 55 Years

CONTACT

3430 E Sunrise Dr, Tucson, AZ 85718

Robby Adamson

Education, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

3430 E Sunrise Dr, Tucson, AZ 85718

Bradley J Nystedt

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

2970 N Swan Rd, Tucson, AZ 85712

Katrina G Hillman

Tax, Trusts, Gift Taxation, Wills & Probate

Status: In Good Standing Licensed: 33 Years

CONTACT

3573 E Sunrise Dr, Tucson, AZ 85718

Bradley J Nystedt

Tax, Trusts, Gift Taxation, Business & Trade

Status: In Good Standing

CONTACT

2970 N Swan Rd, Tucson, AZ 85712

Henry H Wood

Mental Health, Trusts, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

2200 E River Rd, Tucson, AZ 85718

800-923-0641

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LEGAL TERMS

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.

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

POUR-OVER WILL

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.

CONSERVATOR

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 th... (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.

CERTIFICATION OF TRUST

See abstract of trust.

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

... testified convincingly and presented persuasive evidence that there was no intent to transfer any ownership interest in the house to Wife." The trial court explained that "[i]n making this decision, the court relies on the fact that the purpose behind the Trust was estate planning . . . ...

COCHENNOUR v. DELOUGHERY

... For the following reasons, we affirm. FACTS AND PROCEDURAL HISTORY. Â¶2 In 2007, Cochennour hired Deloughery to prepare an amendment to his mother's trust and other estate-planning documents. After her death, a petition was filed to invalidate these documents. ...

Doherty v. NOTHWEHR

... Responding to Petitioner's contention that she spoke many times to McCabe lawyers about marital finance matters, a McCabe lawyer testified that Mr. Doherty asked him to work with Petitioner in support of Mr. Doherty's estate planning, meaning that the law firm would deliver ...

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Pima County, AZ Estate Planning Lawyers

Sponsored Law Firm

Mushkatel Robbins & Becker PLLC

SPONSORED LAWYERS

Merle L. Stolar

Thomas A. Langan

Amy T. Craddock

Ronald Zack

Larry R Adamson

Robby Adamson

Bradley J Nystedt

Katrina G Hillman

Bradley J Nystedt

Henry H Wood

TIPS

LEGAL TERMS

AUGMENTED ESTATE

GENERATION-SKIPPING TRUST

SUCCESSION

POUR-OVER WILL

CONSERVATOR

CERTIFICATION OF TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

PROPERTY CONTROL TRUST

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

COCHENNOUR v. DELOUGHERY

Doherty v. NOTHWEHR

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