Simi Valley Trusts Lawyer, California

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J. Caleb Donner Lawyer

J. Caleb Donner

VERIFIED
Estate, Trusts, Wills & Probate

Caleb has a Bachelor of Arts degree from the University of California, Santa Barbara awarded in 1987. He graduated law school from Pepperdine Univers... (more)

Edward M. Burgh

Wills & Probate, Wills, Trusts, Estate Planning
Status:  In Good Standing           

Yacoba Ann Feldman

Wills, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing           

Samuel H. Anker

Estate Planning, Real Estate, Trusts
Status:  In Good Standing           

Carmen Beatriz Marquez

Trusts, Estate, DUI-DWI, Business
Status:  In Good Standing           Licensed:  23 Years

Denise Ann Houghton

Trusts, Estate, Family Law, Divorce & Family Law
Status:  In Good Standing           Licensed:  32 Years

Heather R Moss

Income Tax, Corporate Tax, Trusts, Corporate
Status:  In Good Standing           Licensed:  29 Years

Stephanie Farr White

Trusts, Family Law, Bankruptcy, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  17 Years

Chuong Ngoc Ho

Lawsuit & Dispute, Trusts, Estate, Divorce & Family Law
Status:  In Good Standing           Licensed:  24 Years

Gordon Reinhold Lindeen

Trusts, Estate
Status:  In Good Standing           Licensed:  69 Years

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LEGAL TERMS

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)
All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

TESTAMENTARY TRUST

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

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.

CURATOR

See conservator.

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.

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.

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.

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. ...