Van Nuys Estate Planning Lawyer, California, page 4

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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: Gift Taxation

David Joseph Elbaz

Tax, Entertainment, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

12124 Viewcrest Rd, North Hollywood, CA 91604

Scott Martin Farkas

Wills, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Michael Hackman

Estate Planning, International Tax, Business, Trusts, Wills

Status: In Good Standing

CONTACT

16633 Ventura Blvd, Encino, CA 91436

Mark J. Phillips

Tax, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 45 Years

CONTACT

16633 Ventura Blvd, Encino, CA 91436

Kira Sue Masteller

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

16633 Ventura Blvd, Encino, CA 91436

Richard Brickman

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

13701 Riverside Dr, Sherman Oaks, CA 91423

Jaclyn K Cunanan

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 15 Years

CONTACT

Panorama City, CA 91412

Richard Andrew Corleto

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 54 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Jack C Glantz

Tax, International, Trusts, Estate Planning

Status: In Good Standing Licensed: 63 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Bonnie Marie Bursk

Trusts, Estate Planning, Elder Law, Wills

Status: In Good Standing

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

800-923-0641

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LEGAL TERMS

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.

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.'

CERTIFICATION OF TRUST

See abstract of trust.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

IRREVOCABLE TRUST

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

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

SURROGATE COURT

See probate court.

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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Van Nuys Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

David Joseph Elbaz

Scott Martin Farkas

Michael Hackman

Mark J. Phillips

Kira Sue Masteller

Richard Brickman

Jaclyn K Cunanan

Richard Andrew Corleto

Jack C Glantz

Bonnie Marie Bursk

TIPS

LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

LIVING TRUST

CERTIFICATION OF TRUST

NONPROBATE

SPECIAL ADMINISTRATOR

CONTINGENT BENEFICIARY

IRREVOCABLE TRUST

ADMINISTRATRIX

SURROGATE COURT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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