Saint Charles Trusts Lawyer, Missouri


Thomas John Barklage Lawyer

Thomas John Barklage

VERIFIED
Estate, Wills & Probate, Trusts, Business, Real Estate

Thomas Barklage, received an undergraduate degree in Political Science from the University of Missouri-Columbia in 1972 and his law degree (cum laude)... (more)

Cort M. Smith

Business Organization, Wills & Probate, Estate Planning, Trusts
Status:  In Good Standing           

Edward L. Armstrong

Wills & Probate, Trusts, Estate Planning, Business Organization
Status:  In Good Standing           Licensed:  49 Years

Nathan Andrew Steimel

Tax, Wills & Probate, Trusts, Estate Planning, Child Custody
Status:  In Good Standing           Licensed:  15 Years
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Mary Kathleen O'Blennis

Trusts, Estate
Status:  Inactive           Licensed:  33 Years

Stephen Irwin Wolff

Real Estate, Trusts, Estate, Car Accident
Status:  In Good Standing           

Lawrence J Robertson

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

Matthew Ryan Levy

International Tax, Trusts, Business & Trade, Commercial Real Estate
Status:  In Good Standing           Licensed:  16 Years

Charles M. M. Shepherd

Construction, Family Law, Trusts, Business
Status:  In Good Standing           

Lisa L. Portnoff

Trusts, Child Custody, Adoption, Americans with Disabilities Act
Status:  In Good Standing           Licensed:  26 Years

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CREDIT SHELTER TRUST

See AB trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)
An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

CURATOR

See conservator.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)
Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

SAMPLE LEGAL CASES

Wilson v. Rhodes

... 875 JEFFREY W. BATES, Chief Judge. The trial court granted a summary judgment requiring the successor trustees of two trusts to distribute certain assets to the personal representative of a decedent's estate. ... In September 1992, Husband and Wife established individual trusts. ...

Hardt v. Vitae Foundation, Inc.

... This rule applied to gifts both to charitable trusts and charitable corporations and was made primarily to prevent potential beneficiaries without a "special interest" in the gift from "vex[ing]" public charities with "frequent suits, possibly based on an inadequate investigation." Id. ...

Schumacher v. Schumacher

... Upon Grantor's death in May of 1998, the revocable trust split into three separate trusts: a qualified terminable interest property trust ("QTIP trust"), a marital trust, and a family trust. Topper is the sole trustee of the three trusts. ...