Category Archives: Estates & Trusts

THE LAW OF SUCCESSION

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It's a well-planned and organized process to pass valuable assets you have acquired during your lifetime to your loved ones in the most efficient way possible. In addition, the person must be of sound mind. generally, that means that the person must have no cognitive disabilities that significantly impair him or her from understanding the full nature of the document that they sign. One of the main threats to preserving private forests is simply lack of communication within families about estate planning.

The Truth About Trusts, A Trustee's Survival Guide

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C. office is home to a multidisciplinary team of lawyers and governmental affairs professionals with strategic experience helping companies of all sizes navigate the federal government. Commissioner, a recent decision involving a self canceling installment note. You should consult your attorney and qualified tax professional for advice on your particular situation. In many instances, these questions should be answered by considering lawful methods to avoid taxation and to minimize possible nursing home costs.

Extending the Boundries of Trusts and Similar Ring-Fenced

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Along with Estate Planning and Wills and Trusts, the Gantenbein Law Firm also includes Colorado Real Estate attorneys, Denver Tax Attorneys, Colorado Foreclosure Defense attorneys, Denver Family Law attorneys and Colorado Business Law attorneys. The Court rejected the appeal and affirmed the findings of the jury. The only difference in the corporations is the election filed with the IRS to have the corporation taxed under Chapter 1, subchapter S or subchapter C, of the IRS Code.

Ready for Pretirement: 3 Secrets for Safe Money and a

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The Executor is responsible for filing final tax returns, identifying and notifying creditors, paying final debts and taxes from the assets of your estate, and finally, distributing your assets to your beneficiaries. Disputes and discord among the heirs can aggravate things for the executor. Introduction to estate planning using a question/answer format. One requirement is that the executor/attorney needs to publish notice in a local newspaper to run for 2 consecutive weeks.

Protect and Enhance Your Estate: Definitive Strategies for

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She frequently serves as a guest speaker at continuing legal education seminars and other professional forums. If the decedent is survived by neither spouse, children nor parents, the decedent’s intestate heirs will also qualify as “heirs” for purposes of the wrongful death statute. The term "education" shall be construed to mean not only all levels of education in the customary sense, including private tutorials and professional and advanced education, but also spiritual education, musical instruction, and physical education, including summer camps for minor beneficiaries.

Selected Statutes on Trusts and Estates, 2010

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The trustee helps set up and maintain trust arrangements according to a trust document prepared by the attorney. Forty percent (40%) to the PAULA SUE DIMAGGIO TRUST, to be held, IN TRUST by my Trustees hereinafter named, for the for the following uses and purposes: (1) Use of Income. In certain instances, due to physical, mental or health impairment of an individual, the individual is not able to manage his or her own affairs. Ongoing duties and obligations of trustees.

American Bar Association, Section of Real Property, Probate

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We advise on gift tax, generation-skipping transfer tax and income tax issues, and represent our clients in tax audits. Attorney: The attorney should be one who specializes in estate planning. Although our website may have changed, our number hasn’t, as always feel free to give us a call for a free phone consultation. Some say the single life is carefree, but not when it comes to estate planning. For the remainder of 2012, individuals are allowed to give up to $13,000 to as many recipients as they desire, free of gift taxes.

On-Going Trusts (Dynamite Trustee Book 3)

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Keyt, JD, provide this library of information to help people learn about Arizona Wills, Trusts and Estate Planning and why a comprehensive estate plan is critically important to protect your most valuable asset, your family. Our preparation services will simplify & standardize your court accounting and tax preparation. It’s better to retain an attorney to ensure your wishes are carried out exactly as planned. Creditor protection can be undermined by appointing the beneficiary as trustee, giving the beneficiary the right to remove the trustee, or giving the beneficiary the right to compel distributions.

Trusts and Equity

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Invitees bid on items posted by your executor, with allotted credits. Property not passing to a surviving spouse is distributed to the decedent’s descendants per capita at each generation. (See below for an explanation of the per capita at each generation method.) Adjustments are made for non-probate transfers to such heirs. §75-2-103. Mark your calendar for the next examination on Oct. 24, 2017. If you leave no will, you will lose the opportunity to select a guardian for any minor children and an executor for your estate.

Keeping the Farm in Your Family: What You Need to Know

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Our law firm provides advice and counsel to clients regarding various real estate matters, including purchases and sales, commercial and residential transactions, refinancing and loan transactions, and structural matters involving choice of entity and tax planning. Place a personal copy of your plan in a secure and accessible place. In this case, the testator was diagnosed with cancer after signing the will and was under medication for that treatment.