Borrego Springs Wills & Probate Lawyer, California

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Sacha Cruse
About | Practice Areas
WealthBridge Insurance Solutions
8555 Aero Dr Ste 320 San Diego, CA 92123» view map
Wills & Probate Law
Highest Standards of Integrity

WealthBridge Insurance Solutions began in San Diego in 1996 to provide families with affordable estate planning (living trusts) and insured retirement income and annuities.

800-694-2681
1. Sacha Cruse San Diego, CA
  Attorney at Law - CA, 2011
  Thomas Jefferson School J.D. 2010
2. AboutWealthBridge Insurance Solutions
  Committed to the highest standards.
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Estate Administration, Living Wills, Wills

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Elena Leslie Haskins Ducharme

Commercial Real Estate, Wills, Business & Trade

Status: In Good Standing Licensed: 32 Years

CONTACT

4045 Bonita Rd, Bonita, CA 91902

Michelle Montano Gallardo

Entertainment, Landlord-Tenant, Patent, Wills

Status: In Good Standing

CONTACT

1655 Picket Fence Dr, Chula Vista, CA 91915

James Stuart Duberg

Trusts, Estate, Business, Wills

Status: In Good Standing Licensed: 48 Years

CONTACT

727 Third Ave, Chula Vista, CA 91910

Jesus Francisco Javier Partida

Immigration, Family Law, Wills

Status: In Good Standing Licensed: 25 Years

CONTACT

298 Shasta St, Chula Vista, CA 91910

Steven William Barnes

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 33 Years

CONTACT

301 Margo Ct, Chula Vista, CA 91910

Araceli Pantoja Tovar

International, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

251 Madrona St, Chula Vista, CA 91910

Saxon J Wraith

Wills & Probate, Trusts, Estate, DUI-DWI, Divorce & Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

219 Church Ave, Chula Vista, CA 91910

Benjamin Soulek Green

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

227 3Rd Ave, Chula Vista, CA 91910

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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.

SURROGATE COURT

See probate court.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Borrego Springs Wills & Probate Lawyer, California

Sponsored Law Firm

WealthBridge Insurance Solutions

SPONSORED LAWYERS

Joe LaMantia

Walter E. Pinkerton

Elena Leslie Haskins Ducharme

Michelle Montano Gallardo

James Stuart Duberg

Jesus Francisco Javier Partida

Steven William Barnes

Araceli Pantoja Tovar

Saxon J Wraith

Benjamin Soulek Green

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

CERTIFIED COPY

DOWER AND CURTESY

TRUSTEE

SURROGATE COURT

TAKING AGAINST THE WILL

TRUST DEED

WARRANTY DEED

GENERATION-SKIPPING TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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