Chula Vista Estate Planning Lawyer, California

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Includes: Gift Taxation

Alejandra  Rodriguez Lawyer

Alejandra Rodriguez

VERIFIED
Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

Joseph Crane Lavelle Lawyer

Joseph Crane Lavelle

VERIFIED
Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION 

CONTACT

619-655-3656

Robert P. Robinson

Estate Planning, Commercial Real Estate, Business, Trusts, Wills
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Scott Christopher Williams

Estate Planning, Workers' Compensation, Aviation, Contract, Commercial Real Estate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Matthew J. Friedrichs

Estate Planning, Commercial Real Estate, Business, Trusts, Estate
Status:  In Good Standing           

Joel S Weissler

International Tax, Trusts, Estate Planning, Elder Law, Administrative Law
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Jose Luis Guerrero

Estate Planning, Contract, Consumer Bankruptcy, Health Care, Commercial Real Estate
Status:  In Good Standing           Licensed:  32 Years

Thomas Richard Amantea

Traffic, Trusts, Gift Taxation, Car Accident
Status:  Inactive           Licensed:  26 Years

John Erin Shorkey

Immigration, Government, Gift Taxation, Business
Status:  In Good Standing           Licensed:  39 Years

Araceli Pantoja Tovar

International, Wills, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  29 Years

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Free Help: Use This Form or Call 800-943-8690

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Easily find Chula Vista Estate Planning Lawyers and Chula Vista Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

CREDIT SHELTER TRUST

See AB trust.

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).

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)
Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

WARRANTY DEED

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

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. ...