San Luis Rey Estate Planning Lawyer, California

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Scott Rahn
About | Practice Areas
RMO LLP
2029 Century Park E. Ste 2910 Los Angeles, CA 90067» view map
Estate Law
Where Your How and Why Matter

At RMO, we litigate. Effectively. Let us use our decades of experience, common sense, and integrity help you.

800-754-9631
1. Scott Rahn Los Angeles, CA
  Attorney at Law- CA, 2002
  University of San Diego School of Law, J.D.
2. AboutRMO LLP
  Where Your How and Why Matter
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Marilyn Shea

Wills, Wills & Probate, Trusts, Estate Planning

Status: Inactive Licensed: 42 Years

CONTACT

2103 El Camino Real, Oceanside, CA 92054

Kenneth Lloyd Greenman

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

900 Pier View Way, Oceanside, CA 92049

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 35 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 35 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

James C Alvord

Other, Estate Planning, Estate, Family Law

Status: In Good Standing

CONTACT

405 S Main Ave, Fallbrook, CA 92028

Rocco William Ferrante

Civil Rights, Estate Planning, Trusts, Business & Trade

Status: In Good Standing Licensed: 48 Years

CONTACT

3420 Fairview Dr, Vista, CA 92084

Melissa Loreen Rodriguez

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

509 N. Coast Highway, Oceanside, CA 92054

E. David Wininger

Lawsuit & Dispute, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 55 Years

CONTACT

380 S Melrose Dr, Vista, CA 92081

Robert Benjamin Kosse

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

2161 Buena Creek Rd, Vista, CA 92084

800-923-0641

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LEGAL TERMS

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

TITLE COMPANY

A company that issues title insurance.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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San Luis Rey Estate Planning Lawyer, California

Sponsored Law Firm

RMO LLP

SPONSORED LAWYERS

Marilyn Shea

Kenneth Lloyd Greenman

Howard Bennett Hellen

Howard Bennett Hellen

James C Alvord

Rocco William Ferrante

Melissa Loreen Rodriguez

E. David Wininger

Robert Benjamin Kosse

TIPS

LEGAL TERMS

SUMMARY PROBATE

QTIP TRUST

SWEARING MATCH

AUGMENTED ESTATE

IN TERROREM

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SPECIFIC BEQUEST

POWER OF APPOINTMENT

TITLE COMPANY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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