Newport Beach Trusts Lawyer, California, page 3

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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
Small Firm. Big Difference.

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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Jill S. Gregory

Immigration, Wills, Trusts, Business

Status: In Good Standing

CONTACT

620 Newport Center Dr, Newport Coast, CA 92660

Joshua David Meier

Trusts, Corporate, Contract, Business

Status: In Good Standing

CONTACT

450 Newport Center Dr, Newport Coast, CA 92660

Laura King Meier

Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

450 Newport Center Dr, Newport Coast, CA 92660

Peter Cooper Bradford

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2244 Alta Vista Dr, Newport Coast, CA 92660

Russell Glenn Allen

Wills, Trusts, Estate Planning, Estate

Status: Inactive Licensed: 53 Years

CONTACT

1147 Granville Dr, Newport Beach, CA 92660

George Lewis Prajin

Litigation, Communication & Media Law, Trusts, Contract

Status: In Good Standing Licensed: 13 Years

CONTACT

500 Newport Center Dr, Newport Coast, CA 92660

Joel Francis Pipes

Litigation, Wills & Probate, Trusts, Trusts

Status: In Good Standing Licensed: 22 Years

CONTACT

2500 Anniversary Ln, Newport Beach, CA 92660

Joel Francis Pipes

Litigation, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

2500 Anniversary Ln, Newport Beach, CA 92660

Robert Amis Foster

Trusts

Status: Inactive Licensed: 49 Years

CONTACT

2618 San Miguel Dr, Newport Beach, CA 92660

Robert John Lamm

International, Government, Trusts, Business

Status: In Good Standing

CONTACT

2424 Se Bristol St, Newport Coast, CA 92660

800-923-0641

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

TRUSTEE POWERS

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

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

LIFE BENEFICIARY

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

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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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Newport Beach Trusts Lawyer, California, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Jill S. Gregory

Joshua David Meier

Laura King Meier

Peter Cooper Bradford

Russell Glenn Allen

George Lewis Prajin

Joel Francis Pipes

Joel Francis Pipes

Robert Amis Foster

Robert John Lamm

TIPS

LEGAL TERMS

PUBLISHED WORK

TRUSTEE

DEATH TAXES

TRUSTEE POWERS

FAMILY ALLOWANCE

LIFE BENEFICIARY

OFFICER

WILL

PROVING A WILL

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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