Villa Park Trusts Lawyer, California, page 5

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Mark Gomez
About | Practice Areas
Gomez Law, APC
3250 Wilshire Blvd Suite 1901 Los Angeles, CA 90010» view map
Estate Law
Dedication. Compassion. Trust.

Whether you are looking to purchase a house or commercial property or in the process of probate, we are here to provide the legal support you need to help you move forward.

800-901-4291
1. Mark Gomez Los Angeles, CA
  Attorney at Law - CA, 2013
  Rutgers University J.D. 2012
2. AboutGomez Law, APC
  A Modern Approach To Your Home & Your Future
3. Practice AreasExpertise
  Estate Law
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James Franklin Roberts

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 44 Years

CONTACT

3061 E La Palma Ave, Anaheim, CA 92806

James Arthur Demarais

Real Estate, Litigation, Trusts, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

1835 W Orangewood Ave, Orange, CA 92868

Frank John Doti

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

7431 E Mill Stream Cir, Anaheim, CA 92808

Jeanna Sue Ralston

Tax, Lawsuit & Dispute, Trusts, Medical Malpractice

Status: In Good Standing Licensed: 32 Years

CONTACT

19351 Trino Cir, Yorba Linda, CA 92886

Donald David Steffensen

Land Use & Zoning, Construction, Trusts, Corporate

Status: In Good Standing Licensed: 42 Years

CONTACT

2677 N Main St, Santa Ana, CA 92705

William Robinson Wise

Trusts

Status: In Good Standing Licensed: 41 Years

CONTACT

1535 E.17Th Street, Santa Ana, CA 92705

Andrea Taylor Gee

Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

2223 E Wellington Ave, Santa Ana, CA 92701

Donald Albert Hunsberger

Trusts, Criminal, Business

Status: In Good Standing Licensed: 32 Years

CONTACT

14751 Plaza Dr, Tustin, CA 92780

David Neal Shaver

Litigation, Trusts

Status: In Good Standing Licensed: 40 Years

CONTACT

801 N Parkcenter Dr, Santa Ana, CA 92705

Mary Alison Trinnaman

Litigation, Lawsuit & Dispute, Trusts, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

801 Parkcenter Dr, Santa Ana, CA 92705

800-923-0641

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

TRUSTEE POWERS

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

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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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Villa Park Trusts Lawyer, California, page 5

Sponsored Law Firm

Gomez Law, APC

SPONSORED LAWYERS

James Franklin Roberts

James Arthur Demarais

Frank John Doti

Jeanna Sue Ralston

Donald David Steffensen

William Robinson Wise

Andrea Taylor Gee

Donald Albert Hunsberger

David Neal Shaver

Mary Alison Trinnaman

TIPS

LEGAL TERMS

SECONDARY MEANING

WARRANTY DEED

PROPERTY CONTROL TRUST

TRUSTEE POWERS

EXEMPTION TRUST

AB TRUST

QDOT TRUST

PERSONAL PROPERTY

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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