Midway City Trusts Lawyer, California, page 5

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September Katje
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Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
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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
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Danielle Alana Ortiz

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

5555 Garden Grove Blvd, Westminster, CA 92683

David William Evans

Trusts

Status: Inactive

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

David Allen Bromley

Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

7711 Center Ave, Huntington Beach, CA 92647

David Mackennett Nelson

Wills, Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 45 Years

CONTACT

555 California St, San Francisco, CA 94104

David John Garibaldi

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

5871 Carbeck Dr, Huntington Beach, CA 92648

David M. Jolley

Litigation, Trusts, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

415 Mission Street, San Francisco, CA 94105

Davis Robert Zellmer

Trusts, Wills

Status: In Good Standing Licensed: 11 Years

CONTACT

10900 Los Alamitos Blvd, Los Alamitos, CA 90720

Deanna Swagel Epstein

Trusts, Estate, Divorce & Family Law, Wills

Status: In Good Standing Licensed: 45 Years

CONTACT

16052 Beach Blvd, Huntington Beach, CA 92647

Debra Halvarson Groh

Wills & Probate, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 27 Years

CONTACT

3030 Old Ranch Pkwy, Seal Beach, CA 90740

Denae Lynn Oatey

Power of Attorney, Lawsuit & Dispute, Social Security, Trusts

Status: In Good Standing

CONTACT

3010 Old Ranch Pkwy, Seal Beach, CA 90740

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

FAMILY POT TRUST

See pot trust.

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.

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.

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

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 5

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Danielle Alana Ortiz

David William Evans

David Allen Bromley

David Mackennett Nelson

David John Garibaldi

David M. Jolley

Davis Robert Zellmer

Deanna Swagel Epstein

Debra Halvarson Groh

Denae Lynn Oatey

TIPS

LEGAL TERMS

TRUSTEE POWERS

SWEARING MATCH

LIFE BENEFICIARY

FAMILY POT TRUST

STATUTORY SHARE

SPRINKLING TRUST

ADMINISTRATION (OF AN ESTATE)

CONSERVATOR

PROPERTY CONTROL TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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