Universal City 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
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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Sara J Lee

Trusts

Status: In Good Standing Licensed: 15 Years

CONTACT

2600 W Olive Ave, Burbank, CA 91505

Brittany Nicole Britton

Other, Traffic, Trusts, Estate

Status: In Good Standing Licensed: 9 Years

CONTACT

2312 W Olive Ave, Burbank, CA 91506

Valentina Y. Matiji

International, Immigration, Trusts, Family Law

Status: In Good Standing Licensed: 12 Years

CONTACT

7188 W Sunset Blvd, Los Angeles, CA 90046

James Gregory Morris

Commercial Real Estate, Litigation, Trusts, Corporate

Status: In Good Standing Licensed: 41 Years

CONTACT

2312 W Victory Blvd, Burbank, CA 91506

Graham Thomas Maclean

Bankruptcy, Family Law, Trusts, Wills, Divorce

Status: In Good Standing

CONTACT

800 S Victory Blvd, Burbank, CA 91502

Kenneth Edward Ostrove

Wills, Trusts

Status: In Good Standing Licensed: 41 Years

CONTACT

5650 Saint Clair Ave, North Hollywood, CA 91607

Jeffrey Steven Jacobs

Mass Torts, Trusts, Personal Injury, Accident & Injury

Status: In Good Standing Licensed: 50 Years

CONTACT

3950 Van Noord Ave, North Hollywood, CA 91604

Ronald Delano Rosen

Real Estate, Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 55 Years

CONTACT

441 N Beverly Dr, Beverly Hills, CA 90210

Kenneth A. Ziskin

Trusts

Status: In Good Standing

CONTACT

4532 Murietta Ave, Encino, CA 91423

Joseph Richard Brown

Real Estate, Litigation, Trusts, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

13808 Ventura Blvd, Sherman Oaks, CA 91423

800-923-0641

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LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

MARITAL LIFE ESTATE TRUST

See AB trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

LIFE BENEFICIARY

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

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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Universal City Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Sara J Lee

Brittany Nicole Britton

Valentina Y. Matiji

James Gregory Morris

Graham Thomas Maclean

Kenneth Edward Ostrove

Jeffrey Steven Jacobs

Ronald Delano Rosen

Kenneth A. Ziskin

Joseph Richard Brown

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LEGAL TERMS

INVESTOR

SPENDTHRIFT TRUST

MARITAL LIFE ESTATE TRUST

IRREVOCABLE TRUST

FUNDING A TRUST

FAMILY ALLOWANCE

POUR-OVER WILL

PROBATE COURT

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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