Adelanto Estate Planning Lawyer, California, page 2

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September Katje
About | Practice Areas
Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
Small Firm. Big Difference.

Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
2. AboutPacific Wealth Legal Advisors
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Joseph L. Borrie

Gift Taxation, Bankruptcy

Status: Inactive Licensed: 46 Years

CONTACT

Running Springs, CA 92382

Christopher Salvatore Scarcella

Trusts, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

C.S Scarcella & Associates, Claremont, CA 91711

Howard Scott Borenstein

Tax, International Tax, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

299 W Foothill Blvd, Upland, CA 91786

Donnasue Smith Ortiz

Trusts, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 36 Years

CONTACT

10700 Civic Center Dr, Rancho Cucamonga, CA 91730

Suzanne Marie Graves

Estate Administration, Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

1317 W Foothill Blvd, Upland, CA 91786

Arthur C Evangelista

Immigration, Tax, Estate Planning, Family Law

Status: In Good Standing Licensed: 31 Years

CONTACT

685 W 2nd St, San Bernardino, CA 92410

Karen Marguerite Brown

Trusts, Estate Planning, Estate, Family Law

Status: In Good Standing Licensed: 27 Years

CONTACT

400 N Mountain Ave, Upland, CA 91786

Keith Scott Walker

Other, Government, Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

319 Harvard Ave, Claremont, CA 91711

Mark Daniel Saylor

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

435 Yale Ave, Claremont, CA 91711

Marshall West Taylor

International, Gift Taxation, Criminal, Bankruptcy & Debt

Status: Inactive Licensed: 40 Years

CONTACT

144 N Indian Hill Blvd, Claremont, CA 91711

800-923-0641

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LEGAL TERMS

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

FAMILY POT TRUST

See pot trust.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Adelanto Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joseph L. Borrie

Christopher Salvatore Scarcella

Howard Scott Borenstein

Donnasue Smith Ortiz

Suzanne Marie Graves

Arthur C Evangelista

Karen Marguerite Brown

Keith Scott Walker

Mark Daniel Saylor

Marshall West Taylor

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

IN TERROREM

HEIR APPARENT

DISINHERIT

PER CAPITA

FAMILY POT TRUST

SUMMARY PROBATE

AB TRUST

TRUSTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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