Tortilla Flat Estate Planning Lawyer, Arizona

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Zachary Mushkatel
About | Practice Areas
Mushkatel Robbins & Becker PLLC
15249 N. 99th Ave Sun City, AZ 85351» view map
Accident & Injury Law
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At Mushkatel, Robbins & Becker, PLLC, our goal is to provide you with a comfortable environment where you can get trusted guidance on the legal matters affecting your life.

800-895-6240
1. Zachary Mushkatel Sun City, AZ
  Attorney at Law - AZ, 2004
  University of Minnesota J.D. 2004
2. AboutMushkatel Robbins & Becker PLLC
  Dedicated to Justice!
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Chris J. Dutkiewicz

Bankruptcy, Corporate, Estate Administration, Estate Planning

Status: In Good Standing

CONTACT

3303 E. Baseline Road, Gilbert, AZ 85234

Ralph Douglas Bramhall

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 37 Years

CONTACT

7130 E Saddleback St, Mesa, AZ 85207

Dale R Thorson

Tax, Gift Taxation, Business & Trade, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

31 S 63Rd St, Mesa, AZ 85206

Bryan James Holm

Commercial Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

7227 E Baseline Rd, Mesa, AZ 85209

Shad M Brown

Tax, Gift Taxation, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

3850 E Baseline Road, Mesa, AZ 85206

Shad M Brown

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

3850 E Baseline Road, Mesa, AZ 85206

Shad M Brown

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

3850 E Baseline Road, Mesa, AZ 85206

Bryan James Holm

Tax, Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

7227 E Baseline Rd, Mesa, AZ 85209

Cameron Lee Webb

Estate Planning, Wills, Trusts, Electric Power

Status: In Good Standing Licensed: 12 Years

CONTACT

4140 E Baseline Rd, Mesa, AZ 85206

Christopher James Dutkiewicz

Tax, Shipping, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 18 Years

CONTACT

1425 S Higley Rd, Gilbert, AZ 85296

800-923-0641

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LEGAL TERMS

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

... testified convincingly and presented persuasive evidence that there was no intent to transfer any ownership interest in the house to Wife." The trial court explained that "[i]n making this decision, the court relies on the fact that the purpose behind the Trust was estate planning . . . ...

COCHENNOUR v. DELOUGHERY

... For the following reasons, we affirm. FACTS AND PROCEDURAL HISTORY. Â¶2 In 2007, Cochennour hired Deloughery to prepare an amendment to his mother's trust and other estate-planning documents. After her death, a petition was filed to invalidate these documents. ...

Doherty v. NOTHWEHR

... Responding to Petitioner's contention that she spoke many times to McCabe lawyers about marital finance matters, a McCabe lawyer testified that Mr. Doherty asked him to work with Petitioner in support of Mr. Doherty's estate planning, meaning that the law firm would deliver ...

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Tortilla Flat Estate Planning Lawyer, Arizona

Sponsored Law Firm

Mushkatel Robbins & Becker PLLC

SPONSORED LAWYERS

Chris J. Dutkiewicz

Ralph Douglas Bramhall

Dale R Thorson

Bryan James Holm

Shad M Brown

Shad M Brown

Shad M Brown

Bryan James Holm

Cameron Lee Webb

Christopher James Dutkiewicz

TIPS

LEGAL TERMS

SUMMARY PROBATE

FINAL BENEFICIARY

DISINHERIT

ABATEMENT

HOLOGRAPHIC WILL

AUGMENTED ESTATE

GENERATION-SKIPPING TRUST

STATUTORY SHARE

TAKING AGAINST THE WILL

SAMPLE LEGAL CASES

IN RE THE MARRIAGE OF RYE

COCHENNOUR v. DELOUGHERY

Doherty v. NOTHWEHR

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