Washington County, OR Estate Lawyers

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Caroline Hoffman Janzen Lawyer

Caroline Hoffman Janzen

VERIFIED
Estate, Business, Accident & Injury, Business Organization
Janzen Legal Services, LLC

Caroline Janzen is a practicing lawyer in the the state of Oregon.

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CONTACT

800-978-7701

Kevin P. O'Connell Lawyer

Kevin P. O'Connell

VERIFIED
Business, Estate, Tax

Kevin O'Connell is a graduate of Fordham University (B.A.-1963, LLB-1966) and New York University (LL.M. in Taxation-1970). He served as a law clerk f... (more)

John D. Peterson

Corporate, Divorce, Estate Planning, Family Law
Status:  In Good Standing           

Fred C. Nachtigal

Family Law, Wills & Probate, Corporate, Wills
Status:  In Good Standing           
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Beth S. Wolfsong

Estate, Business Organization, Adoption, Power of Attorney
Status:  In Good Standing           

Anne M. Thompson

Wills, Wills & Probate, Trusts, Business Organization
Status:  In Good Standing           

James B Richardson

Family Law, Wills & Probate, Wills, Divorce
Status:  In Good Standing           

Kathy Proctor

Wills, Wills & Probate, Workers' Compensation, Family Law
Status:  In Good Standing           

Phillip Hingson

Family Law, Wills & Probate, Wills, Trusts
Status:  In Good Standing           

Bonnie M. Popia

Business Organization, Wills & Probate, Elder Law, Estate Planning
Status:  In Good Standing           

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)
Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)
A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

NET ESTATE

The value of all property owned at death less liabilities or debts.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)
Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

CREDIT SHELTER TRUST

See AB trust.