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Sobieski Estate Planning Lawyer, Wisconsin, page 2

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11-15 of 15 matches. Page 2 of 2  

Katherine M. Rondeau

General Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  38 Years
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New Franken, WI 54307
Profile LAWPOINTS™24/100
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Steven R. Boex

Commercial Real Estate, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  44 Years
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3019 Holmgren Way, Green Bay, WI 54304
Profile LAWPOINTS™19/100
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Nathan P. Hochrein

Immigration, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           
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1041 Main Ave, De Pere, WI 54115
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Bernard U. Roels

Personal Injury, Commercial Real Estate, Estate Planning, Wills & Probate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  66 Years
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515 George St, De Pere, WI 54115
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C David Stellpflug

Estate Planning, Guardianships & Conservatorships, Elder Law, Corporate
Status:  Inactive *Status is reviewed annually. For latest information visit here           
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444 Reid Street, De Pere, WI 54115
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Member Representative

800-923-0641

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LEGAL TERMS

CURATOR

See conservator.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)
A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

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.

TRUSTEE POWERS

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

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)
A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

SAMPLE LEGAL CASES

Tensfeldt v. Haberman

... Wis. Stat. (Rule) § 809.61 (2007-08). [1] It involves a dispute between the children of the deceased, Robert Tensfeldt, and the two attorneys who provided his estate planning services, Attorneys LaBudde and Haberman. Both ...

IN THE ESTATE OF DERZON

... circuit court: • to compel Laatsch to give them "any and all documents and records related to [Derzon's] Estate and Trust and all trusts thereunder, the Will, the estate planning documents, and all related documents[.]"; to compel ...

IN RE THE ESTATE OF HECK

... to be addressed. I make no such suggestion; I only wish to call attention to the tension which is developing regarding the growing disparity between testamentary and non-testamentary means of estate planning. [1] All references ...

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