Tampa Estate Planning Lawyer, Florida

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Includes: Gift Taxation

Mitchell  A Sherman Lawyer

Mitchell A Sherman

VERIFIED *Status is reviewed annually. For latest information visit here
Wills & Probate, Estate Planning, Trusts, Living Wills, Estate
Mr. Sherman is a Florida native, with over 30 years of experience.

Mitchell Sherman is a practicing attorney in the state of Florida, handling Real Estate and Estate Cases.

FREE CONSULTATION 

CONTACT

727-496-5637

Jason  Clark Lawyer

Jason Clark

VERIFIED *Status is reviewed annually. For latest information visit here
Real Estate, Business, Estate Planning, Personal Injury, Medical Malpractice

Jason Clark proudly serves all Counties in Florida in the areas of real estate, business, power of attorney, will & probate law, Estate Planning, Fore... (more)

FREE CONSULTATION 

CONTACT

800-687-0960

David Wayne Wilcox Lawyer

David Wayne Wilcox

VERIFIED *Status is reviewed annually. For latest information visit here
Estate, Real Estate, Business, Estate Planning, Mediation

With an office only two blocks from the Manatee County Courthouse, I enjoy being in the heart of downtown and close to the river. It reminds me of how... (more)

Denise Rayna Tessier Lawyer

Denise Rayna Tessier

VERIFIED *Status is reviewed annually. For latest information visit here
Estate, Estate Planning, Trusts, Wills & Probate, Medicare & Medicaid

Denise Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, Denise served diligently as in-house co... (more)

Jennifer M. Mandelbaum

Estate Planning, Family Law, Insurance, Accident & Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

FREE CONSULTATION 

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Ann-Eliza Musoke Taylor

Estate Administration, Estate Planning, Living Wills, Wills & Probate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Robert W. Fisher (Retired)

Estate Planning, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

FREE CONSULTATION 

CONTACT

Sean K. McQuaid

Litigation, Estate Planning, Family Law, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Anthony S. Battaglia

Corporate, Business Organization, Criminal, Estate Planning
Status:  Deceased *Status is reviewed annually. For latest information visit here           

Dennis R. "Rep" DeLoach

Landlord-Tenant, Estate Planning, Elder Law, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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

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Call me for fastest results!
800-943-8690

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Easily find Tampa Estate Planning Lawyers and Tampa Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

HEIR APPARENT

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

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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).

INTER VIVOS TRUST

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

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)
The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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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