Winona Estate Planning Lawyer, Missouri


Includes: Gift Taxation

Monte C. Phillips Lawyer

Monte C. Phillips

VERIFIED
Social Security, Disability

-Practiced Personal Injury law in Kansas City for over 20 years -Successfully handled many Disability Claims – Social Security and Veteran’s Disa... (more)

Roy E. Williams

Social Security -- Disability, Wrongful Death, Personal Injury, Accident & Injury
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Sheila Marie Viets-Rennison

Divorce & Family Law, Social Security, Guardianships & Conservatorships, Child Custody
Status:  In Good Standing           Licensed:  30 Years

Dale E Nunnery

Criminal, Personal Injury, Real Estate, Social Security
Status:  In Good Standing           

Donald Colin Young

Traffic, Family Law, Commercial Real Estate, Criminal
Status:  In Good Standing           

Rocky Phillip Kingree

Corporate, Elder Law, Adoption, Estate Planning
Status:  In Good Standing           Licensed:  15 Years

Benjamin Eugene Thompson

Municipal, Estate Planning, Family Law, Car Accident
Status:  In Good Standing           Licensed:  18 Years

Samantha Pennington Evans

Advertising, Family Law, Estate Planning, Business
Status:  In Good Standing           Licensed:  13 Years

Andrew Michael Curley

Collection, Car Accident, Family Law, Estate Planning
Status:  In Good Standing           Licensed:  16 Years

Christopher J. Miller

Corporate, Elder Law, Adoption, Estate Planning
Status:  In Good Standing           

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Winona Estate Planning Lawyers and Winona Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

CURATOR

See conservator.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

GRANTOR

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

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.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SAMPLE LEGAL CASES

Cramer v. Smoot

... Without seeking his permission, Smoot and Rice, Cramer's step-children, withdrew $58,000 from the senior citizen's savings account. Both were listed on the account for estate planning purposes only, and at no time had they contributed any money to the account. ...

WATERMANN v. Fitzpatrick

... a. Eleanor was unable to get out of the car she was in, to execute her Trust and other estate planning documents; ... a. Wallace and Bonita saw Eleanor every day; b. Bonita scheduled Eleanor's appointment with Mr. Zick, to discuss Eleanor's estate planning, and. ...

IN THE MATTER OF GENE WILD INSURANCE TRUST US BANK

... On July 10, 1990, Shirley Gene Wild ("Decedent") executed a number of estate-planning documents, including the Gene Wild Revocable Trust agreement, which created the Gene Wild Revocable Trust ("Revocable Trust"), and the Gene Wild Insurance Trust agreement, which ...