Midway City Trusts Lawyer, California, page 4

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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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Chris P Skerik

Trusts, Estate, Wills

Status: In Good Standing Licensed: 26 Years

CONTACT

5200 Warner Ave, Huntington Beach, CA 92649

Chris Kourosh Jafari

Litigation, Lawsuit & Dispute, Family Law, Trusts

Status: In Good Standing

CONTACT

3525 Hyland Ave, Costa Mesa, CA 92626

Christopher Shawn Lavin

Trusts

Status: In Good Standing Licensed: 10 Years

CONTACT

555 California St, San Francisco, CA 94104

Christy Lee Lewis

Wills, Trusts, Corporate, Business

Status: In Good Standing Licensed: 12 Years

CONTACT

949 South Coast Drive, Costa Mesa, CA 92626

Claire Christine Ambrosio

Trusts, Corporate

Status: In Good Standing Licensed: 29 Years

CONTACT

19735 Seacliff Ln, Huntington Beach, CA 92648

Claudia Lindley Tropila

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

10229 Black River Ct, Fountain Valley, CA 92708

Corey Francis Steady

Litigation, Trusts, Estate, Employee Rights

Status: In Good Standing Licensed: 10 Years

CONTACT

650 Town Center Dr, Costa Mesa, CA 92626

Craig Alan Barnes

Construction, Trusts, Insurance, Corporate

Status: In Good Standing Licensed: 25 Years

CONTACT

8351 Carnegie Ave, Westminster, CA 92683

Crystal M Cerda

Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

3030 Old Ranch Pkwy, Seal Beach, CA 90740

Cynthia Ridings Beek

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

800-923-0641

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LEGAL TERMS

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.'

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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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Midway City Trusts Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Chris P Skerik

Chris Kourosh Jafari

Christopher Shawn Lavin

Christy Lee Lewis

Claire Christine Ambrosio

Claudia Lindley Tropila

Corey Francis Steady

Craig Alan Barnes

Crystal M Cerda

Cynthia Ridings Beek

TIPS

LEGAL TERMS

SPECIAL ADMINISTRATOR

INTER VIVOS TRUST

LIVING TRUST

EXEMPTION TRUST

WARRANTY DEED

ENTITY

QTIP TRUST

HOLOGRAPHIC WILL

ANCILLARY PROBATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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