Cypress Estate Planning Lawyer, California

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Amanda Johnson
About | Practice Areas
Johnson and Cruz, PC
3711 N Harbor Blvd Suite A Fullerton, CA 92835» view map
Estate and Real Estate Law
Thoughtful, Reputable and Determined

Johnson and Cruz, PC is a Fullerton-based law firm that serves clients throughout Orange County.

800-943-1840
1. Amanda Johnson Fullerton, CA
  Attorney at Law- CA
  Trinity Law School, J.D. 2015
2. AboutJohnson and Cruz, PC
  Thoughtful, Reputable and Determined
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Vincent Michael Uberti

Gift Taxation

Status: In Good Standing Licensed: 12 Years

CONTACT

12371 Lewis St, Cypress, CA 90630

Richard Peter Huettl

Estate Planning, International Tax, Bankruptcy, Contract, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

10810 Walker St, Cypress, CA 90630

Darin Craig James

Tax, Gift Taxation

Status: In Good Standing Licensed: 28 Years

CONTACT

9561 Westbourne Ct, Cypress, CA 90630

Darrin Seth Weiss

Real Estate, Lawsuit & Dispute, Estate Planning, Bankruptcy & Debt, Accident & Injury

Status: In Good Standing Licensed: 17 Years

CONTACT

11142 Noel St, Los Alamitos, CA 90720

Scott Arthur Owens

Other, International, Gift Taxation, Contract

Status: In Good Standing Licensed: 10 Years

CONTACT

Los Alamitos, CA 90720

Steven S Chung

Internet, Science, Technology & Internet, Immigration, Gift Taxation

Status: In Good Standing Licensed: 18 Years

CONTACT

13337 South St, Artesia, CA 90703

Nelson Wu

International, Gift Taxation, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

11281 Kensington Rd, Los Alamitos, CA 90720

Jenny Man Ching Wei

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 15 Years

CONTACT

18402 Winslow Pl, Artesia, CA 90703

Jayson Manahan Aquino

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 13 Years

CONTACT

12881 Knott St, Garden Grove, CA 92841

John Edward Yusin

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 29 Years

CONTACT

12900 Park Plaza Drive, Los Angeles, CA 90013

800-923-0641

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LEGAL TERMS

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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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Cypress Estate Planning Lawyer, California

Sponsored Law Firm

Johnson and Cruz, PC

SPONSORED LAWYERS

Vincent Michael Uberti

Richard Peter Huettl

Darin Craig James

Darrin Seth Weiss

Scott Arthur Owens

Steven S Chung

Nelson Wu

Jenny Man Ching Wei

Jayson Manahan Aquino

John Edward Yusin

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SUCCESSOR TRUSTEE

TRUST MERGER

PER STIRPES

INTESTATE SUCCESSION

PETITION

EXECUTOR

DEVISEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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