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Kent Phelps
About | Practice Areas
Trajan Estate
7702 E. Doubletree Ranch Road Scottsdale, AZ 85258» view map
Estate Law
COMPREHENSIVE ESTATE PLANNING

Your estate plan should meet your family’s unique needs, and now is the time to start putting your wishes onto paper.

800-977-0491
1. Kent Phelps Scottsdale, AZ
  Attorney at Law, AZ
  McGeorge School of Law, J.D. 1996
2. AboutTrajan Estate
  COMPREHENSIVE ESTATE PLANNING
3. Practice AreasExpertise
  Estate Law
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Sheri M. Littrell

Real Estate, Estate Planning, Family Law, Medical Malpractice

Status: In Good Standing

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Chase Bank Tower, 4245 Kemp Boulevard, Wichita Falls, TX 76308

Stephen M. Briley

Litigation, Wills & Probate, Family Law, Personal Injury

Status: In Good Standing

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4245 Kemp Blvd., Wichita Falls, TX 76308

James Bruce Harris

Juvenile Law, Wills, Family Law, Elder Law

Status: In Good Standing Licensed: 23 Years

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1101 Scott Ave, Wichita Falls, TX 76301

Erwin Davenport

Wills, Estate Planning, Estate, Business & Trade

Status: In Good Standing

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3711 Maplewood Ave, Wichita Falls, TX 76308

Jay Allen Cantrell

Administrative Law, Elder Law, Clean Air Practice, Wills

Status: In Good Standing Licensed: 45 Years

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807 Eighth Street, Wichita Falls, TX 76301

Guy Anthony Fidelie

International, Government, Gift Taxation, Administrative Law

Status: In Good Standing Licensed: 18 Years

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900 8Th St, Wichita Falls, TX 76301

Justin James Brom

International, Gift Taxation, Divorce & Family Law, International Tax

Status: In Good Standing Licensed: 10 Years

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900 8Th St, Wichita Falls, TX 76301

D. D'Lyn Davison

Estate Planning, Employment, Family Law, Corporate

Status: In Good Standing Licensed: 42 Years

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900 8Th St, Wichita Falls, TX 76301

Kara Marisa Blanco

Commercial Real Estate, Wills, Estate Planning, Business & Trade

Status: In Good Standing

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3711 Maplewood Avenue, Wichita Falls, TX 76308

Robert W. Goff

Wills, Estate Planning, Estate, Business & Trade

Status: In Good Standing

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3711 Maplewood Ave, Wichita Falls, TX 76308

800-923-0641

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LEGAL TERMS

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.

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).

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

INTER VIVOS TRUST

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

DEED OF TRUST

See trust deed.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

NET ESTATE

The value of all property owned at death less liabilities or debts.

FAILURE OF ISSUE

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

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.

SAMPLE LEGAL CASES

In re Estate of Tyner

Lacey Westbrook appeals from an adverse summary judgment rendered in the declaratory judgment action she initiated to have JW Tyner's will construed. Westbrook contends the trial court erroneously determined that she is not a beneficiary under the will, set the wrong postjudgment ...

In re Estate of Rhea

In October 2005, Charlotte and Trenton notified Charles of their intent to remove Wanda's personal property from the marital home. Charles labeled some of the possessions in the home to mark his own separate property, then left the house from November 11 through November 14. ...

In re Estate of Gaines

In eight issues, appellants argue (1) the trial court improperly disqualified Davis from serving as the independent executor because no motion to disqualify or opposition was filed, (2) the trial court erred in requiring Davis to turn over funds, (3) the trial court erred in denying ...

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Wichita Falls Estate Lawyer, Texas

Sponsored Law Firm

Trajan Estate

SPONSORED LAWYERS

Sheri M. Littrell

Stephen M. Briley

James Bruce Harris

Erwin Davenport

Jay Allen Cantrell

Guy Anthony Fidelie

Justin James Brom

D. D'Lyn Davison

Kara Marisa Blanco

Robert W. Goff

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LEGAL TERMS

AUGMENTED ESTATE

CHARITABLE TRUST

SELF-PROVING WILL

INTER VIVOS TRUST

DEED OF TRUST

CONTINGENT BENEFICIARY

NET ESTATE

FAILURE OF ISSUE

QDOT TRUST

SAMPLE LEGAL CASES

In re Estate of Tyner

In re Estate of Rhea

In re Estate of Gaines

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