Washington Trusts Lawyer, District of Columbia

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Steve  Larson-Jackson Lawyer

Steve Larson-Jackson

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Estate Planning, Trusts, Wills, Business

Steve Larson-Jackson is an Estate Lawyer proudly serving Washington, DC and the neighboring communities.

Kerri M Castellini Lawyer

Kerri M Castellini

Trusts, Power of Attorney, Wills & Probate, Elder Law, Estate

Kerri Castellini is a lawyer in of Washington D.C. who focuses on trusts and estates. She has also tried cases involving guardianship, power of atto... (more)

Benny L. Kass

Land Use & Zoning, Wills, Trusts, Banking & Finance
Status:  In Good Standing           
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Nathan Thomas

Non-profit, Trusts
Status:  In Good Standing           

Mark M. Mitek

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

Alan Lee

Construction, Trusts, State Government, Wills
Status:  In Good Standing           Licensed:  12 Years

Peter John Wang

Trusts, Estate
Status:  In Good Standing           Licensed:  27 Years

Douglas Siegler

Trusts, Non-profit, Gift Taxation
Status:  In Good Standing           

Dana Michelle Foley

Trusts, Commercial Real Estate, Estate Planning
Status:  In Good Standing           Licensed:  10 Years

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

TRUSTEE POWERS

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

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)
A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)
A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

BENEFICIARY

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

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.

SAMPLE LEGAL CASES

Ackerman v. Abbott

... On May 24, 2002, subsequent to Margaret's death, Genevieve and her husband Steven Ackerman executed two separate trusts: the Genevieve Ackerman Family Trust ("GAFT") and the Steven Ackerman Family Trust ("SAFT"). ...

LASCHÉ v. Levin

... Lasché I, 977 A.2d at 364, 369. These one-time distributions in the amounts of $159,601 and $56,815 were made respectively from inter vivos trusts of appellant's father and mother upon termination at each of their deaths. Id. at 369 & 369 n. 10. ...

Lasche v. Levin

... trust. The trial judge included Lasché's two distributions from his parents' trusts in his determination of Lasché's child support payments. The ... Supp.). Moreover, provisions of trusts dealing with payouts can vary considerably. A ...