El Toro Estate Planning Lawyer, California, page 3

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Mark Gomez
About | Practice Areas
Gomez Law, APC
3250 Wilshire Blvd Suite 1901 Los Angeles, CA 90010» view map
Estate Law
Dedication. Compassion. Trust.

Whether you are looking to purchase a house or commercial property or in the process of probate, we are here to provide the legal support you need to help you move forward.

800-901-4291
1. Mark Gomez Los Angeles, CA
  Attorney at Law - CA, 2013
  Rutgers University J.D. 2012
2. AboutGomez Law, APC
  A Modern Approach To Your Home & Your Future
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Stephen Edward Rasmussen

Estate Planning, Contract, Commercial Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

P.O. Box 416, El Toro, CA 92609

Neal K. Smith

Landlord-Tenant, Federal Appellate Practice, Estate Planning, Family Law

Status: In Good Standing

CONTACT

23615 El Toro Road, El Toro, CA 92630

Neal Kennedy Smith

Federal Appellate Practice, Estate Planning, Family Law

Status: In Good Standing

CONTACT

23615 El Toro Road, El Toro, CA 92630

James E. Mahfood

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 42 Years

CONTACT

25283 Cabot Rd, Laguna Hills, CA 92653

Douglas Timothy Martin

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: Inactive Licensed: 18 Years

CONTACT

26895 Aliso Creek Rd, Laguna Hills, CA 92656

Kristopher Sean Jackson

Tax, Immigration, Gift Taxation

Status: In Good Standing Licensed: 9 Years

CONTACT

147 Gauguin Cir, Laguna Hills, CA 92656

Gary Bernard Ross

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

26800 Aliso Viejo Pkwy, Laguna Hills, CA 92656

Bradley Scott Erdosi

Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

23101 Lake Center Dr, Lake Forest, CA 92630

Toni Lynn Degasperin

Estate Planning, Trusts, Estate

Status: In Good Standing Licensed: 42 Years

CONTACT

23232 Peralta Dr, Laguna Hills, CA 92653

Gene Louis Rodriguez

Intellectual Property, Intellectual Property, Wills, Estate Planning, Property Damage

Status: In Good Standing Licensed: 21 Years

CONTACT

25802 Via Viento, Mission Viejo, CA 92691

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that 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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

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.'

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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 3

Sponsored Law Firm

Gomez Law, APC

SPONSORED LAWYERS

Stephen Edward Rasmussen

Neal K. Smith

Neal Kennedy Smith

James E. Mahfood

Douglas Timothy Martin

Kristopher Sean Jackson

Gary Bernard Ross

Bradley Scott Erdosi

Toni Lynn Degasperin

Gene Louis Rodriguez

TIPS

LEGAL TERMS

HEIR APPARENT

SECONDARY MEANING

DOWER AND CURTESY

STATUTORY SHARE

BEQUEATH

PREDECEASED SPOUSE

DISINHERIT

TRUST MERGER

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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