El Toro Estate Planning Lawyer, California, page 2

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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
Small Firm. Big Difference.

Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
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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Includes: Gift Taxation

Catherine J Rowlett

Estate Planning, Contract, Environmental Law, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 29 Years

CONTACT

26933 Camino De Estrella, Capistrano Beach, CA 92624

Lawrence Scott Abrahams

Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

2101 E Coast Hwy, Corona Del Mar, CA 92625

Melinda Marie Luthin

Estate Planning, Construction, Dispute Resolution, Contract, Elder Law

Status: In Good Standing Licensed: 17 Years

CONTACT

2721 E Coast Hwy, Corona Del Mar, CA 92625

Janet Kay Rappaport

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 40 Years

CONTACT

3334 E Coast Hwy, Corona Del Mar, CA 92625

Doris Mattes Felman

Trusts, Gift Taxation

Status: Inactive Licensed: 50 Years

CONTACT

2715 Blue Water Dr, Corona Del Mar, CA 92625

Glenn Michael Walsh

Tax, Gift Taxation

Status: In Good Standing Licensed: 31 Years

CONTACT

420 Goldenrod Ave, Corona Del Mar, CA 92625

Kalab Honey

Real Estate, Lawsuit & Dispute, Estate Planning, Employment, Business

Status: In Good Standing Licensed: 18 Years

FREE CONSULTATION

CONTACT

2600 E. Pacific Hwy, Corona Del Mar, CA 92625

Henry Daniel Lively

Landlord-Tenant, Litigation, International Tax, Estate Planning

Status: In Good Standing

CONTACT

3070 Bristol St, Costa Mesa, CA 92626

David Rogers Jarvis

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 46 Years

CONTACT

695 Town Ctr Dr, Costa Mesa, CA 92626

Ludmila Kucerkova Romero

Tax, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

695 Town Center Drive, Costa Mesa, CA 92626

800-923-0641

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LEGAL TERMS

TITLE COMPANY

A company that issues title insurance.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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).

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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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El Toro Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Catherine J Rowlett

Lawrence Scott Abrahams

Melinda Marie Luthin

Janet Kay Rappaport

Doris Mattes Felman

Glenn Michael Walsh

Kalab Honey

Henry Daniel Lively

David Rogers Jarvis

Ludmila Kucerkova Romero

TIPS

LEGAL TERMS

TITLE COMPANY

SECONDARY MEANING

TRUST CORPUS

ADMINISTRATION (OF AN ESTATE)

GRANTOR RETAINED INCOME TRUST

OFFICER

PROPERTY CONTROL TRUST

TRUST DEED

NET ESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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