Chula Vista Trusts Lawyer, California, page 7

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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
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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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Ashley Elizabeth Rathbun

Wills, Trusts, Estate, Family Law

Status: In Good Standing Licensed: 14 Years

CONTACT

1550 Hotel Cir N, San Diego, CA 92108

Ashley Ellen Teague

Wills, Trusts, Estate Planning, Personal Injury

Status: In Good Standing Licensed: 16 Years

CONTACT

1620 5Th Ave, San Diego, CA 92101

Ashley Nicole Garvey

Electronic Commerce, Trusts

Status: In Good Standing Licensed: 7 Years

CONTACT

11452 El Camino Real, San Diego, CA 92130

Audrey Mary Difilippo

Real Estate, Trusts

Status: In Good Standing Licensed: 40 Years

CONTACT

3236 Ma Lou Dr, San Francisco, CA 94147

Ava Sadeghi

Real Estate, Litigation, Trusts, Business

Status: In Good Standing

CONTACT

655 W Broadway, San Diego, CA 92101

Barbara Jean Orr

Litigation, International, Trusts, Estate

Status: In Good Standing

CONTACT

4365 Executive Dr, San Diego, CA 92121

Ben Darwin Hyde

General Practice

Status: Suspended Licensed: 36 Years

CONTACT

444 W C St, San Diego, CA 92101

Benjamin Yusei Torrence

Trusts

Status: In Good Standing Licensed: 8 Years

CONTACT

1550 Hotel Cir N, San Diego, CA 92108

Benjamin Soulek Green

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

227 3Rd Ave, Chula Vista, CA 91910

Bernadette Cashman Hilgeman

Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

La Mesa, CA 91943

800-923-0641

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LEGAL TERMS

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Chula Vista Trusts Lawyer, California, page 7

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Ashley Elizabeth Rathbun

Ashley Ellen Teague

Ashley Nicole Garvey

Audrey Mary Difilippo

Ava Sadeghi

Barbara Jean Orr

Ben Darwin Hyde

Benjamin Yusei Torrence

Benjamin Soulek Green

Bernadette Cashman Hilgeman

TIPS

LEGAL TERMS

ADMINISTRATRIX

LIFE BENEFICIARY

SUCCESSION

OFFICER

POUR-OVER WILL

INTESTATE

POWER OF APPOINTMENT

PETITION

TRUST MERGER

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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