Pompano Beach Estate Planning Lawyer, Florida, page 4

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Barry Siegel
About | Practice Areas
The Siegel Law Group, P.A.
2499 Glades Road Suite 104 Boca Raton, FL 33431» view map
Estate Law
Trusted and Compassionate

Attorney Barry D. Siegel at The Siegel Law Group, P.A., knows firsthand what can happen if you are unprepared for life’s greatest challenges.

800-775-7191
1. Barry Siegel Boca Raton, FL
  Attorney at Law- FL, 1997
  Shepard Broad Law Center, J.D. 1997
2. AboutThe Siegel Law Group, P.A.
  Trusted and Compassionate Estate and Elder Law Representation
3. Practice AreasExpertise
  Estate Law
1. Contact
2. Email
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Includes: Gift Taxation

Kenneth Louis Salomone

Commercial Real Estate, Estate Planning, Collection, International Tax

Status: In Good Standing Licensed: 33 Years

CONTACT

1701 W Hillsboro Blvd, Pompano Beach, FL 33442

Jay Feldman

Commercial Real Estate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 36 Years

CONTACT

5491 N University Dr, Pompano Beach, FL 33067

Brian Michael Abelow

Commercial Real Estate, Estate Planning, Business

Status: In Good Standing

CONTACT

5561 N University Dr, Pompano Beach, FL 33067

Andrew F. Garofalo

Commercial Real Estate, Estate Planning, Corporate, Commercial Bankruptcy

Status: In Good Standing

CONTACT

6574 N State Road, Pompano Beach, FL 33073

Ricky J Weiss

Commercial Real Estate, International Tax, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

5501 N University Dr, Pompano Beach, FL 33067

Daniel Te Young

Commercial Real Estate, Estate Planning, Other

Status: In Good Standing Licensed: 32 Years

CONTACT

1600 S Federal Hwy, Pompano Beach, FL 33062

Mark R Manceri

Commercial Real Estate, Visa, Estate Planning, Estate

Status: In Good Standing

CONTACT

1600 S Federal Hwy, Pompano Beach, FL 33062

Linda Neale Monaco

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

5841 Ne 20Th Ave, Pompano Beach, FL 33308

Peter A. Portley

Litigation, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 56 Years

CONTACT

3100 Ne 47Th Ct, Pompano Beach, FL 33308

Adam Matthew Shonson

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 18 Years

CONTACT

100 W Cypress Creek Rd, Fort Lauderdale, FL 33309

800-923-0641

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LEGAL TERMS

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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. ...

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Pompano Beach Estate Planning Lawyer, Florida, page 4

Sponsored Law Firm

The Siegel Law Group, P.A.

SPONSORED LAWYERS

Kenneth Louis Salomone

Jay Feldman

Brian Michael Abelow

Andrew F. Garofalo

Ricky J Weiss

Daniel Te Young

Mark R Manceri

Linda Neale Monaco

Peter A. Portley

Adam Matthew Shonson

TIPS

LEGAL TERMS

LIVING TRUST

GROSS ESTATE

TRUSTEE

TESTAMENTARY TRUST

OFFICER

INHERIT

DISINHERIT

QDOT TRUST

EXEMPTION TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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