Valencia Wills & Probate Lawyer, California

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Includes: Estate Administration, Living Wills, Wills

Alice A. Salvo Lawyer

Alice A. Salvo

VERIFIED
Estate, Elder Law, Wills & Probate, Power of Attorney

Alice A. Salvo has over 20 years of experience in Probate, Estate Planning, Special Needs Trusts and Elder Law for Medi-Cal planning and long term car... (more)

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CONTACT

800-852-0231

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)

John  Paladin Lawyer

John Paladin

VERIFIED
Business, Litigation, Wills & Probate, Trusts, Real Estate
Attorney and Real Estate Broker

John Paladin is a practicing attorney in the state of California. He received his J.D. from Thomas Jefferson School of Law.

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CONTACT

661-255-5000

Marc Thomas Mackenzie Lawyer

Marc Thomas Mackenzie

VERIFIED
Wills & Probate

I became an estate planning attorney because I want to help families. The legal system can be confusing and intimidating, but it doesn’t have to be.... (more)

Peta-Gay Melissa Gordon Lawyer

Peta-Gay Melissa Gordon

VERIFIED
Estate, Wills & Probate

Ms. Gordon received her Juris Doctor from the University of Southern California Gould School of Law, where she was the Development Editor for the Sout... (more)

David J. Crandall

Wills & Probate, Collaborative Law, Family Law, Banking & Finance
Status:  In Good Standing           

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David Ostrove

Wills, Wills & Probate, Bad Faith Insurance, Professional Malpractice
Status:  In Good Standing           

Edward M. Burgh

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

Gerald L. Kane

Estate, Guardianships & Conservatorships, Elder Law, Wills & Probate
Status:  In Good Standing           

FREE CONSULTATION 

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Joel Samuel Farkas

Family Law, Banking & Finance, Wills & Probate, Civil Rights
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

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LEGAL TERMS

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)
The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)
The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)
A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

TRUSTEE POWERS

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

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.—. 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). ...