Encinitas Trusts Lawyer, California

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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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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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Merwyn Jay Miller

Wills, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

191 Calle Magdalena, Encinitas, CA 92024

Amy Marks Rypins

Trusts, Gift Taxation, Family Law, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

169 Saxony Rd, Encinitas, CA 92024

Nan Dempsey Gelardo

Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

140 Encinitas Blvd, Encinitas, CA 92024

Thomas Michael Garcin

Eminent Domain, Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

315 S Coast Highway 101, Encinitas, CA 92024

John Donnoe

Wills, Trusts, Estate

Status: In Good Standing Licensed: 15 Years

CONTACT

533 2Nd St, Encinitas, CA 92024

Susan Stricklin Wilson

Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

416 2nd St, Encinitas, CA 92024

Hayward Kendall Colby

Trusts, Estate, Workers' Compensation

Status: In Good Standing Licensed: 46 Years

CONTACT

1991 Village Park Way, Encinitas, CA 92024

James A Bush

Estate Planning, Dispute Resolution, Federal Appellate Practice, Trusts, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

4405 Manchester Ave, Encinitas, CA 92024

Susan Denise Nattrass

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

N/A, Cardiff By The Sea, CA 92007

Susan Denise Nattrass

Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

2334 Newcastle Ave, Cardiff By The Sea, CA 92007

800-923-0641

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LEGAL TERMS

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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.

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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Encinitas Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Merwyn Jay Miller

Amy Marks Rypins

Nan Dempsey Gelardo

Thomas Michael Garcin

John Donnoe

Susan Stricklin Wilson

Hayward Kendall Colby

James A Bush

Susan Denise Nattrass

Susan Denise Nattrass

TIPS

LEGAL TERMS

ACCUMULATION TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

LETTERS TESTAMENTARY

QDOT TRUST

SPRINKLING TRUST

RESIDUARY ESTATE

GRANT DEED

REAL ESTATE AGENT

DISINHERIT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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