Understanding Equity and Trusts Law

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Language: English

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If you die without a will, your family will have to petition for administration, which may postpone the entire probate process. This practice involves far more than simple processes and procedures. Whether you need a trust or not depends on what assets you own, the total size of your “probate” estate, state law, and the unique circumstances of your family. The State may hold a lien against your estate after your death, at which time the house may need to be sold to satisfy the lien.

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Family Trusts: A Plain English Guide for Australian Families

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Language: English

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Tippett, Bennett Tueller Johnson & Deere, P. Much like a Will, a living trust instructs what is to happen to your property in the event of death. Our attorneys are ever mindful that the tax-efficient transfer of wealth is often the essence of a comprehensive estate plan. In addition to these direct legal services, Poyner Spruill LLP attorneys provide client newsletters that track recent developments in the field of estate planning and estate planning seminars, available by appointment for small groups.

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Florida Senior Legal Guide

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Language: English

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Member of National Academy of Elder Law Attorneys. Portability - In somewhat of a surprise, one of the bigger changes was the addition of the idea of portability. If you are just making good money today, protecting assets from the tax man is a big deal. We also provide substantial support in the administration of our clients’ estates and trusts after death. In Florida, the creation of a will is still a very formal process and certain requirements must be met in order for your will to be respected by a court.

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Texas Estate Planning Statutes: with Commentary, 2009-2010

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Ensure clients’ estates will be probated promptly and efficiently in accordance with their wishes. We will take the time to understand you, your family situation, and your goals in estate planning, to ensure your goals are achieved. Because a trust is recognized as a separate legal entity, distributions can be made by a Trustee to named beneficiaries without any involvement from the courts. S. business taxes, international business taxes, and estate taxes.

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Taxation of Estates, Gifts and Trusts (American Casebook

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Effective October 3, 2016, our office is now located at: Our journey through life is like a voyage at sea. Parrots in captivity live fifty to a hundred years. Also, with the exception of the life insurance to named beneficiaries those accounts are included in the calculation of attorney fees and court costs. (Everyone loves that fact.) Are there death taxes in Iowa? We serve all of the areas of law that can affect your life; from estate planning to family law, to business law and more. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

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Selected Statutes on Trusts and Estates, 2003 Edition

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The trust document states when disbursements should be made to the beneficiaries. To better serve its clients outside of the southeastern U. This article examines the Andersen case in detail and discusses its implications for trusts, trust amendments and other testamentary instruments. City - Is the lawyer's office conveniently located? If the rebuttable presumption applies, it may be overcome only with clear and convincing evidence that the testator possessed testamentary capacity. 4.

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California Community Property: Examples and Explanations

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What This Means to You: When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number and other information that will allow us to identify you. It is important to get this information on the table to get the advice you need to defend an audit down the road. 8. Then, you would list your reasons for why. PC Babcock & Jensen PC has provided exceptional legal services to northern Virginia residents since 1996.

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Saving the Ranch: Conservation Easement Design In The

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All adults who are mentally capable should have an estate plan, which can include a last will and testament, trusts and/or advance directive such as a healthcare power of attorney and living will. It’s not necessary to be wealthy to set up a trust to protect yourself and your family, but it is smart to take the proper steps, with legal planning, to protect your assets. We have extensive experience in dealing with high net worth individuals and business owners to organize their income tax, business succession and estate planning affairs in order to maximize wealth preservation and minimize taxes on transfers to family members, charities and other recipients.

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Wills, Trusts, and Estates for Legal Assistants

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After signing, you fund the trust by transferring title to all (or most) of your property to the trust. There was also some life insurance where Mr. This can also be accomplished with a Medicaid trust. Everything can be handled through the clerk at the filing window. Estate planning begins with an examination of your personal objectives and the preparation of legal documents that direct the disposition of your property in anticipation of death.

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Wills, Probate and Administration 1995-96 (Legal Practice

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An experienced Colorado tax attorney and estate planning law firm specializing in this area can help you choose what’s best for your trust and for your beneficiaries. This election gives fiduciaries enough time to compute the trust income and affords a very handy lookback in instances where distributions that should have been made were not. A trust is a legal agreement between two parties: the person who creates the trust and the person, institution or independent trust company responsible for administering the trust, known as the trustee.

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