Wildomar Estate Planning Lawyer, California, page 2

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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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Includes: Gift Taxation

Rachel A. King

Estate Planning, Estate, Divorce & Family Law, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

41690 Ivy St, Murrieta, CA 92562

Dustin James Wetton

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

38605 Calistoga Dr, Murrieta, CA 92563

Andrea Kristina Shoup

Lawsuit & Dispute, Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

39755 Date St, Murrieta, CA 92563

Kevin A. Mckenzie

Litigation, Aviation, Estate Planning, Insurance

Status: In Good Standing

CONTACT

26858 Cherry Hills Blvd, Menifee, CA 92586

Carmen C Lastra

Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

27257 Presley St, Sun City, CA 92586

Kevin Cortright

Estate Planning, Workers' Compensation, Bankruptcy, Personal Injury, Mass Torts

Status: In Good Standing Licensed: 15 Years

FREE CONSULTATION

CONTACT

29970 Technology Drive, Murrieta, CA 92563

Gregory Charles Ashcraft

Estate Administration, Trusts, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 11 Years

CONTACT

29970 Technology Dr, Murrieta, CA 92563

Jennifer Lee Gaipo

Estate Planning

Status: In Good Standing Licensed: 11 Years

CONTACT

35459 Azalea Cir, Winchester, CA 92596

Juliet Drucilla Grossman

Estate Planning, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

30755 Auld Rd, Murrieta, CA 92563

Juliet Grossman

Estate Planning, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

30755 Auld Rd, Murrieta, CA 92563

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

TESTAMENTARY TRUST

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

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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Wildomar Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Gomez Law, APC

SPONSORED LAWYERS

Rachel A. King

Dustin James Wetton

Andrea Kristina Shoup

Kevin A. Mckenzie

Carmen C Lastra

Kevin Cortright

Gregory Charles Ashcraft

Jennifer Lee Gaipo

Juliet Drucilla Grossman

Juliet Grossman

TIPS

LEGAL TERMS

GRANTOR

PETITION

INCOMPETENCE

DOWER AND CURTESY

POWER OF APPOINTMENT

INVENTORY

SURVIVING SPOUSE'S TRUST

AB TRUST

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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