Sentences with phrase «proper estate distribution»
Estate planning: The total process of planning an estate, including: (a) estate creation and conservation during the owner's life; (b) the minimization of state shrinkage at death; (c) the creation of adequate liquidity for estate settlement costs; and (d) a plan for proper estate distribution to the owner's heirs.
https://www.lifeinsure.com/ Not exact matches
The judge reviewed the authorities and decided that, on a proper analysis, whether a person has an interest is to be determined by reference to the touchstones of (i) whether they are personal representatives; (ii) the grant of representation; and (iii) the entitlement to a distribution of the estate.
Successfully tried a case between two factions of an extended family involving two wills, four trusts, three consolidated lawsuits and eighteen legal claims, including the proper allocation of trust and estate expenses; misappropriation of trust assets; distribution of insurance proceeds; and the effect of the testator's lifetime gifts and gifts of equity
The probate court ensures the proper distribution of the wealth and property of the deceased, both to the beneficiaries and in the form of estate tax payments.
No: You need an estate plan once you hit 18, proper documentation to ensure you control your possessions» distribution at your death, to control your wishes for medical care and to oversee your children's care.