Willis Estate Planning Lawyer, Texas, page 2

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Includes: Gift Taxation

M. A. Walker

Wills, Gift Taxation, Estate, Tax
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  44 Years

John Keith McKinney

International, Government, Gift Taxation, Administrative Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  12 Years

Larry L. Foerster

Commercial Real Estate, Litigation, Wills, Estate Planning, Administrative Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Shannan Elaine Pitchford Jones

Wills, Estate Planning, Family Law, Oil & Gas
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  11 Years

Gregory Lee Gaines

Juvenile Law, Estate Planning, Family Law, Criminal, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  25 Years

William Eric Harrison

DUI-DWI, Estate Planning, Family Law, Administrative Law,
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Stephen D. Jackson

Estate Planning, Natural Resources, Family Law, Commercial Real Estate, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  32 Years

Paige Holcomb Jones

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

Phillip Wayne Black

Intellectual Property, Estate Planning, Business & Trade, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  11 Years

George G. Bryan

Eminent Domain, Real Estate, Wills & Probate, Estate Planning, Personal Injury
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  61 Years

Free Help: Use This Form or Call 800-814-6700

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LEGAL TERMS

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)
Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

FAMILY POT TRUST

See pot trust.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)
A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)
The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SAMPLE LEGAL CASES

Smith v. O'DONNELL

... 192 SW3d 780 (Tex.2006). 234 SW3d 135, 138. In Belt, we held that an executor was in privity with the decedent's attorneys and could sue them for estate-planning malpractice. 192 SW3d at 787. A prior case, Barcelo v. Elliott ...

In re Townley Bypass Unified Credit Trust

252 SW3d 715 (2008). In re TOWNLEY BYPASS UNIFIED CREDIT TRUST. No. 06-07-00025-CV. Court of Appeals of Texas, Texarkana. Submitted February 13, 2008. Decided April 9, 2008. 717 William E. Wylie, William E. Wylie ...

In re Estate of Henry

... in the 1996 revocable living trust agreement. In 2004, Thomas Henry and Ms. Henry met with Warren Nystrom, an attorney whose practice included estate planning and preparation of wills. On October 19, 2004, at the office ...

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