Dulzura Estate Planning Lawyer, California

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Scott Rahn
About | Practice Areas
RMO LLP
2029 Century Park E. Ste 2910 Los Angeles, CA 90067» view map
Estate Law
Where Your How and Why Matter

At RMO, we litigate. Effectively. Let us use our decades of experience, common sense, and integrity help you.

800-754-9631
1. Scott Rahn Los Angeles, CA
  Attorney at Law- CA, 2002
  University of San Diego School of Law, J.D.
2. AboutRMO LLP
  Where Your How and Why Matter
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure

Status: In Good Standing

FREE CONSULTATION

CONTACT

7373 University Avenue, La Mesa, CA 91942

Christopher T. Talia

Gift Taxation, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

3067 Golf Crest Ridge Rd, El Cajon, CA 92019

William James O'roarty

Dispute Resolution, International Other, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

3157 Via Viganello, Chula Vista, CA 91914

William James O'Roarty

Dispute Resolution, International Other, Estate Planning, Elder Law

Status: In Good Standing Licensed: 46 Years

CONTACT

3157 Via Viganello, Chula Vista, CA 91914

Sidney Michel Alain Schwarz

Tax, Trusts, Gift Taxation, Family Law

Status: Suspended Licensed: 43 Years

CONTACT

1851 Carolyn Dr, Chula Vista, CA 91913

William Edward Jacobs

Income Tax, Tax, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

11437 Meadow Creek Rd, El Cajon, CA 92020

Thomas Richard Amantea

Traffic, Trusts, Gift Taxation, Car Accident

Status: Inactive Licensed: 26 Years

CONTACT

283 Surrey Dr, Bonita, CA 91902

Reed V Langlois

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

Chula Vista, CA 91921

Alexandra Therese Webber

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Chris J Allred

Wills & Probate, Estate Planning, Elder Law, Contract

Status: In Good Standing Licensed: 42 Years

CONTACT

222 W Madison Ave, El Cajon, CA 92020

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

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

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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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Dulzura Estate Planning Lawyer, California

Sponsored Law Firm

RMO LLP

SPONSORED LAWYERS

John Anthony Varley

Christopher T. Talia

William James O'roarty

William James O'Roarty

Sidney Michel Alain Schwarz

William Edward Jacobs

Thomas Richard Amantea

Reed V Langlois

Alexandra Therese Webber

Chris J Allred

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

NONPROBATE

GRANTOR RETAINED INCOME TRUST

TRUST MERGER

GENERATION-SKIPPING TRANSFER TAX

QDOT TRUST

ALTERNATE BENEFICIARY

KINDRED

SECONDARY MEANING

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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