Helena Estate Lawyer, Montana

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Joel Edward Silverman Lawyer

Joel Edward Silverman

VERIFIED
Estate, Business, Real Estate, Employment, Bankruptcy & Debt

Joel Silverman was born and raised in Las Vegas, Nevada. He moved to Missoula in 1992 and received his B.A. in Mathematics and B.S. in Forestry from ... (more)

Joseph Charles Passamani Lawyer

Joseph Charles Passamani

VERIFIED
Estate, Bankruptcy & Debt, Real Estate, Employment, Business

Kathryn A. Munro Lawyer

Kathryn A. Munro

VERIFIED
Estate, Bankruptcy & Debt, Real Estate, Employment, Business

Kathryn’s joy for working with businesses and individuals began when she moved to Havre and started working as a tax preparer, including handling pa... (more)

Valerie Wyman Paul Lawyer

Valerie Wyman Paul

VERIFIED
Estate, Bankruptcy & Debt, Real Estate, Employment, Business

Valerie is motivated to serve, whether it be her community, family, or clients. While earning her bachelor’s degree at the University of Nevada, Ren... (more)

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Brian  Ortega Lawyer

Brian Ortega

VERIFIED
Estate, Bankruptcy & Debt, Real Estate, Employment, Business

Brian grew up in Butte, Montana. He received a Masters of Professional Accountancy and his B.S. in Accounting from Montana State University. After g... (more)

Barbara  Prescott Lawyer

Barbara Prescott

VERIFIED
Estate, Bankruptcy & Debt, Real Estate, Employment, Business

Attracted to the small firm with big capabilities, Barbara was happy to join the Silverman Law Office team in Bozeman, Montana. She believes every pro... (more)

William Edward Hunt

Aviation, Guardianships & Conservatorships, Living Wills, Municipal
Status:  In Good Standing           

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Brett Patrick Clark

Litigation, Wills & Probate, Federal Appellate Practice, Disability
Status:  In Good Standing           

Hanna Warhank

Trusts, Estate Planning, Transactions, Business
Status:  In Good Standing           

Hilary Joan Oitzinger

Personal Injury, Family Law, Estate Planning, Landlord-Tenant
Status:  In Good Standing           

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Lawyer.com can help you easily and quickly find Helena Estate Lawyers and Helena Estate Law Firms. Refine your search by specific Estate practice areas such as Estate Planning, Trusts, Wills & Probate and Power of Attorney matters.

LEGAL TERMS

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)
A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)
An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

DEED OF TRUST

See trust deed.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.