Estate Planning

Estate planning is the accumulation and disposition of an estate, typically to minimize taxes and maximize the transfer of wealth to the intended beneficiary. Estate planning information tools include the will, trusts, powers of appointment, and powers of attorney, including the durable financial power of attorney and the durable medical power of attorney or living will. Please read on to find an estate planning lawyer, estate planning attorney, or to learn more about estate planning information.

Find an Estate Planning attorney in your area.
Estate Planning Articles
State Specific Resources
-  Estate Planning in Your State
 
Articles
-  Trust Basics-  Putting Stock into a Trust
-  Trust Shams and IRS Investigations-  Charitable Trusts and Taxes
-  Modifying or Terminating a Trust-  Pet Trusts
-  Trusts for Minors-  S Corporations Trusts
-  Organize Your Paperwork-  Qualified Personal Residence Trust
-  Estate Planning Information Checklist-  Life Insurance
-  Providing for Children-  Transferring Property Outside Probate
-  The Simple Living Trust-  Organ & Body Donation
-  Special Needs Trusts-  Funerals & Burials
-  Irrevocable Life Insurance Trust-  Powers of Attorney
-  Marital Deduction Trusts-  Wills & Probate
-  Offshore Trusts-  Anticontest Provisions for Wills and Trusts
-  Qualified Domestic Trusts and BypassTrusts-  Combining Retirement Assets After Marriage
-  Trust Review in Uncertain Economic Times
 
Estate Planning FAQs
-  Wills & Probate: FAQ
 
Wills & Probate Forms and Video
Forms
-  Trust Letter to Mortgage Lender by State-  Living Trust - Revocation by State
-  Trust Letter to Bank or Broker by State-  Pour-Over Will by State
-  Will - Married with No Children by State-  Will - Parent with Adult Children by State
-  Affadavit of Domicile by State-  Estate Planning Worksheet - Married by State
-  Estate Planning Worksheet - Single by State-  Will - Parent with Minor Children by State
-  Will - Remarried with Minor Children by State-  Will - Grandparent with Grandchildren's Trust by State
-  Living Trust-  Living Trust - Joint by State
-  Living Wills by State Location-  Change of Beneficiary Letter by State
-  Codicil to Will by State-  Complete Will
 
Video
-  What is the Power of Attorney?-  What happens if I die without a will?
-  Why should I prepare a will?-  Does a will cover all of my property?
-  What does it mean to be an Executor?-  What is probate? How can I avoid it?
-  How do I change my Will after it's been signed?
 
Lawyers.comsm Virtual Community
Legal Forums
-  Elder Law-  FL - Estates, Wills & Probate
-  Estates, Wills & Probate-  NY - Estates, Wills & Probate
-  IRAs and Retirement Planning-  Personal Tax
 
Chats
-  Sharon Siegel-  Chat Listing
 
Hiring a Trusts and Estates Lawyer
-  Trusts & Estates: Meeting with a Lawyer-  Trusts & Estates: Preparing to Meet with a Lawyer
-  Trusts & Estates: Selecting a Good Lawyer
 
Related Topics on Lawyers.comsm
-  Wills and Probate
 

Ask a Lawyer - Trusts Estates Law questions answered by leading lawyers
Remedies of Beneficiaries of Will When Executor Refuses to Carry Out Terms of Will.

Mother dies and leaves house to 5 children. One is executor and has probated the will but 4 out of 5 do not want to sell house. The will states all assets should be liquidated and divided evenly. It has been 1 year since death. What can he do, he is not executor? House is being rented out to one sibling and an other family since it is a 2 family house. House is paid in full and rental is positive cash flow of 2,000/month. No information is being shared. No access to expenditures. What can be done? He would like to be bought out and doesn't want to be involved in long term situation. Can an estate get a loan?

Who Gets Estate Property When a Beneficiary Dies Before Receiving His Dhare?

Three beneficiaries were left to split a property equally. One beneficiary, who has no spouse or children died intestate, without receiving his share of the property. Are the other 2 beneficiaries obligated to give his share to his siblings and surviving parent? How strong of a case does this surviving family have?

Where Should Court Papers Authorizing the Administration of an Estate Be Filed?

When a person dies in NY State with no will to discern their assets and multiple (adult) children, which jurisdiction must legal documents be filed?

Hiring an Attorney to Protect a Beneficiary's Interest in a Decedent's Estate.

My mother passed away just under a year ago and her estate is not settled yet. As a matter of fact, back taxes are owed and her funeral isn't even paid for yet. The estate is in Michigan but I live in New York. I don't believe the Executor, who happens to be my sister and one of the 5 heirs, is operating in my best interests and I would like to have her removed. At the very least, I'd like to get an attorney to represent my interests since I am in another state and assets are being disposed of without my consent. What is the best course of action to accomplish this? Thanks!

Can a Felon Receive Letters of Administration of an Estate?

A father in New York dies without a will; he has no wife. The father leaves behind two children. One of the children has been charged with felony DWI 13 years ago and posses a certificate of relief from disability. Does the DWI charge disqualify him from letters of administration?


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