Santa Ana Wills & Probate 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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Includes: Estate Administration, Living Wills, Wills

Christopher Daniel Whyte

Estate, Divorce & Family Law, Employment, Wills & Probate

Status: In Good Standing Licensed: 18 Years

CONTACT

333 City Boulevard West, Orange, CA 92868

Keith Codron

Estate, Asylum, Wills & Probate, Elder Law, Limited Liability Companies

Status: In Good Standing Licensed: 42 Years

CONTACT

19200 Von Karman Avenue, Irvine, CA 92612

Alan L. Darnell

Wills, Wills & Probate, Trusts, Business Organization

Status: In Good Standing Licensed: 20 Years

CONTACT

360 E 1St St, Tustin, CA 92780

Paige Merrill Baker

Real Estate, Wills, Trusts, Estate

Status: In Good Standing

CONTACT

1970 Old Tustin Ave, Santa Ana, CA 92705

Paula Ann Clarkson

Wills, Wills & Probate, Trusts, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

1551 N Tustin Ave, Santa Ana, CA 92705

Stephen Michael Magro

Litigation, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

14101 Yorba St, Tustin, CA 92780

Richard Cooper Watson

Commercial Real Estate, Wills, Merger & Acquisition, Corporate

Status: In Good Standing Licensed: 16 Years

CONTACT

1602 E 4Th St, Santa Ana, CA 92701

Robin A. Buchanan

Litigation, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 11 Years

CONTACT

360 E 1St St, Tustin, CA 92780

Alan Lee Darnell

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

360 E 1St St, Tustin, CA 92780

Tracy Ann Stevenson

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

625 The City Dr S, Orange, CA 92868

800-923-0641

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LEGAL TERMS

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.'

SURROGATE COURT

See probate court.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Santa Ana Wills & Probate Lawyer, California, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Christopher Daniel Whyte

Keith Codron

Alan L. Darnell

Paige Merrill Baker

Paula Ann Clarkson

Stephen Michael Magro

Richard Cooper Watson

Robin A. Buchanan

Alan Lee Darnell

Tracy Ann Stevenson

TIPS

LEGAL TERMS

AB TRUST

FINAL BENEFICIARY

ACCUMULATION TRUST

FUNDING A TRUST

TESTAMENTARY TRUST

DISTRIBUTEE

LIVING TRUST

SURROGATE COURT

INTESTATE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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