Sammamish Estate Planning Lawyer, Washington, page 5

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David Lyons
About | Practice Areas
Lyons | Sullivan
10655 NE 4th Street, Suite 704 Bellevue, WA 98004» view map
Estate
Serving The Best Interests Of Our Clients

Our estate planning services enable clients to take control and achieve their goals regarding the disposition of their property.

800-731-8671
1. David Lyons Bellevue, WA
  Attorney at Law - WA, 1980
  Gonzaga University SOL, J.D., 1979
2. AboutLyons | Sullivan
  Over 20 years of experience.
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Heather Megan Moery

Commercial Bankruptcy, Landlord-Tenant, Estate Planning, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

3326 160Th Avenue Se, Bellevue, WA 98008

Richard Allen Bromley

Government, Estate Planning, Real Estate

Status: In Good Standing Licensed: 65 Years

CONTACT

1 Microsoft Way, Redmond, WA 98052

Richard A. Bromley

Government, Estate Planning, Real Estate

Status: In Good Standing Licensed: 65 Years

CONTACT

1 Microsoft Way, Redmond, WA 98052

Richard Allen Bromley

Government, Estate Planning, Real Estate

Status: In Good Standing Licensed: 65 Years

CONTACT

1 Microsoft Way, Redmond, WA 98052

George Oscar Darkenwald

Contract, Land Use & Zoning, Dispute Resolution, Estate Planning

Status: Deceased Licensed: 53 Years

CONTACT

7149 Fairview Rd Sw, Olympia, WA 98512

Melissa Ann Edwards

Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

One Microsoft Way, Redmond, WA 98052

Heather Laura Becerra

Family Law, Estate Planning, Criminal, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

2490 Ne Julep St, Issaquah, WA 98029

Heather Laura Carter

Family Law, Estate Planning, Civil Rights, Criminal

Status: In Good Standing Licensed: 19 Years

CONTACT

2490 Ne Julep St, Issaquah, WA 98029

Michael J. Bernard

International, Gift Taxation

Status: In Good Standing

CONTACT

One Microsoft Way, Redmond, WA 98052

Wynnie Huang Johnson

Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

160 Nw Gilman Blvd, Issaquah, WA 98027

800-923-0641

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800-943-8690

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LEGAL TERMS

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

TESTAMENTARY TRUST

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

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

SURROGATE COURT

See probate court.

SAMPLE LEGAL CASES

IN RE ESTATE OF PALMER

... According to Fivecoat, the Palmers wanted to make a charitable contribution to World Gospel Mission after hearing his presentation on estate planning and charitable giving at an annual World Gospel Mission missionary conference. ...

IN RE DISCIPLINARY PROC. AGAINST BOTIMER

... The complaint alleged three counts of violating the RPCs stemming from Botimer's representation of Ruth in her tax, business, and estate planning matters. ... Botimer also assisted Ruth on estate planning matters, while advising Jan as a potential beneficiary of Ruth's estate. ...

State v. Thompson

... She said they needed the gifting power provided by the second power of attorney in order to do "estate planning" for Crawford. She said they spent Crawford's money on their charter business because it was a safer investment than the stock market. ...

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Sammamish Estate Planning Lawyer, Washington, page 5

Sponsored Law Firm

Lyons | Sullivan

SPONSORED LAWYERS

Heather Megan Moery

Richard Allen Bromley

Richard A. Bromley

Richard Allen Bromley

George Oscar Darkenwald

Melissa Ann Edwards

Heather Laura Becerra

Heather Laura Carter

Michael J. Bernard

Wynnie Huang Johnson

TIPS

LEGAL TERMS

PETITION

LIFE BENEFICIARY

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

GENERATION-SKIPPING TRUST

PER STIRPES

TESTAMENTARY TRUST

ENDOWMENT INSURANCE

DISINHERIT

SURROGATE COURT

SAMPLE LEGAL CASES

IN RE ESTATE OF PALMER

IN RE DISCIPLINARY PROC. AGAINST BOTIMER

State v. Thompson

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