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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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Demosthenis Alex Zeppos

International Tax, Estate, Commercial Real Estate, Business, Wills

Status: In Good Standing Licensed: 26 Years

CONTACT

300 Spectrum Center Dr, Irvine, CA 92618

Demosthenis Alex Zeppos

International Tax, Estate, Commercial Real Estate, Business, Wills

Status: In Good Standing Licensed: 26 Years

CONTACT

300 Spectrum Center Dr, Irvine, CA 92618

James Robert Ebert

Litigation, Trusts, Corporate, Credit & Debt

Status: In Good Standing Licensed: 42 Years

CONTACT

300 Spectrum Center Dr, Irvine, CA 92618

Rick James Fenelli

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

24800 Chrisanta Dr, San Juan Capistrano, CA 92691

Brian Lindsay Chew

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

15635 Alton Pkwy, Irvine, CA 92618

Richard Leahy Heaton

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

7700 Irvine Center Dr, Irvine, CA 92618

Thomas James Fernandez

Other, Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

7700 Irvine Center Dr, Irvine, CA 92618

Richard Lagrand Heaton

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

7700 Irvine Center Dr, Irvine, CA 92618

Joseph Patrick Foley

Trusts, Estate, Wills

Status: In Good Standing Licensed: 46 Years

CONTACT

23312 Madero, San Juan Capistrano, CA 92691

Casey Scott Hale

Gift Taxation, Divorce & Family Law, DUI-DWI, Medical Malpractice

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

MARITAL LIFE ESTATE TRUST

See AB trust.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

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.

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.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Laguna Woods Estate Lawyer, California, page 6

Sponsored Law Firm

Johnson and Cruz, PC

SPONSORED LAWYERS

Demosthenis Alex Zeppos

Demosthenis Alex Zeppos

James Robert Ebert

Rick James Fenelli

Brian Lindsay Chew

Richard Leahy Heaton

Thomas James Fernandez

Richard Lagrand Heaton

Joseph Patrick Foley

Casey Scott Hale

TIPS

LEGAL TERMS

REMAINDERMAN

MARITAL LIFE ESTATE TRUST

SPENDTHRIFT TRUST

RESIDUARY ESTATE

DISINHERIT

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

LIVING TRUST

PRETERMITTED HEIR

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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