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Wheeler Estate Planning Lawyer, Wisconsin

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Includes: Gift Taxation

  SPONSORED LAWYERS

1-4 of 4 matches. Page 1 of 1  

Scott A. Kissinger

Estate Planning
Status:  In Good Standing           
CONTACT
703 5th Avenue, Eau Claire, WI 54702
Profile LAWPOINTS™43/100
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Ardis A. Cray

Criminal, Family Law, Estate Planning, Bankruptcy
Status:  Inactive           Licensed:  47 Years
CONTACT
12259 65Th Ave, Chippewa Falls, WI 54729
Profile LAWPOINTS™19/100
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Carol Dittmar

Estate Planning, Estate, Employment, Accident & Injury
Status:  In Good Standing           Licensed:  38 Years
CONTACT
24 W Cedar St, Chippewa Falls, WI 54729
Profile LAWPOINTS™24/100
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Robert L. Oesterreicher

Business, Real Estate, Estate Planning
Status:  Inactive           Licensed:  49 Years
CONTACT
Eau Claire, WI 54702
Profile LAWPOINTS™14/100
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Easily find Wheeler Estate Planning Lawyers and Wheeler 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.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

INTER VIVOS TRUST

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

TITLE COMPANY

A company that issues title insurance.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)
All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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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