Mission Hills 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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Tamila Chris Jensen

Trusts, Estate, Wills

Status: In Good Standing

CONTACT

10324 Balboa Blvd, Granada Hills, CA 91344

Jerry D Rothman

Trusts, Family Law, Corporate, Personal Injury

Status: In Good Standing

CONTACT

750 N Workman St, San Fernando, CA 91340

Lindsay Lupe Savin

Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 12 Years

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

Margaret Davalene Wilson

Intellectual Property, Entertainment, Trusts, Family Law

Status: In Good Standing

CONTACT

17826 Chatsworth St, Granada Hills, CA 91344

Ellen Susan Finkelberg

Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

Northridge, CA 91327

Thomas Patrick Christopher

Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

11260 Wilbur Ave, Porter Ranch, CA 91326

Jaclyn K Cunanan

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 15 Years

CONTACT

Panorama City, CA 91412

Richard Besone

Dispute Resolution, Trusts, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

8510 Amestoy Ave, Northridge, CA 91325

Leilani Penalosa Quiambao

Real Estate, Trusts, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

18860 Nordhoff St, Northridge, CA 91324

Don Kiyomi Yamagishi

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

Mission Hills, CA 91346

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

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.

DEED OF TRUST

See trust deed.

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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Mission Hills Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Tamila Chris Jensen

Jerry D Rothman

Lindsay Lupe Savin

Margaret Davalene Wilson

Ellen Susan Finkelberg

Thomas Patrick Christopher

Jaclyn K Cunanan

Richard Besone

Leilani Penalosa Quiambao

Don Kiyomi Yamagishi

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

SUCCESSION

AB TRUST

CONSERVATOR

ABATEMENT

NONPROBATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

STATUTORY SHARE

DEED OF TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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