Portage Trusts Lawyer, Wisconsin

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Stephen R. Tumbush

Landlord-Tenant, Trusts, Merger & Acquisition, Contract
Status:  In Good Standing           

Richard W. Pitzner

Wills & Probate, Trusts, Family Law, Corporate
Status:  In Good Standing           

Emily Dudak Taylor

Family Law, Civil Rights, Wills, Trusts
Status:  In Good Standing           

John R. Miller

Real Estate, Trusts, Civil Rights, Estate Planning
Status:  In Good Standing           

Kathleen A. Kjorlie

Estate Planning, Wills & Probate, Residential Real Estate, Trusts
Status:  In Good Standing           Licensed:  15 Years

Steven E. Grimm

Corporate, Employment, Trusts, Business Organization
Status:  In Good Standing           

Andrew J. Pascaly

Real Estate, Trusts, Gift Taxation, Corporate
Status:  In Good Standing           

Lloyd J. Blaney

Real Estate, Wills & Probate, Trusts, Bankruptcy, Medical Malpractice
Status:  In Good Standing           Licensed:  43 Years

Rebecca May Orvick

Commercial Real Estate, Trusts, Business & Trade, Commercial Bankruptcy
Status:  In Good Standing           Licensed:  27 Years

Sonja A. Lee

Real Estate, Wills & Probate, Trusts, Estate
Status:  In Good Standing           Licensed:  31 Years

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

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LEGAL TERMS

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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).

SAMPLE LEGAL CASES

IN THE MATTER OF DISCIPLINARY PROCEEDINGS AGAINST ELVERMAN

... 2 The OLR's complaint had also alleged that by receiving $230,000 in co-trustee fees for work performed on trusts and failing to turn ... 6 In October 1992 Attorney Elverman started as an associate at Quarles & Brady. He was a member of the firm's trusts and estates group. ...

Stevenson v. Stevenson

... [2] It is undisputed that although Jeffery did not report to the trial court that he had interest in any trusts on the date that the parties ... Of the four trusts, the Jane B. Cook 1968 Trust, the Stevenson Children's 1969 Trust and the Jeffery B. Stevenson 1976 Trust were created by others. ...

Hedlund v. WISCONSIN DEPARTMENT OF HEALTH SERVICES

... Stat. § 49.47(4)(b)3g.e. Section 49.454 governs the treatment of trusts. ... Stat. § 49.454(1)(a)4, trusts established with the individual's assets are included even if established by someone other than the individual or person with legal authority to act on behalf of the individual. ...