Williams Trusts Lawyer, California

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David Robert Nelson

Wills, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  48 Years

Anastasia Loretta Reyes

Wills, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  14 Years

Karen Maresca Macdougall

International, Trusts
Status:  In Good Standing           Licensed:  38 Years

Elton Randolph Garner

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts
Status:  In Good Standing           Licensed:  47 Years

Debra Spotts Blum

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  40 Years

John Thomas Harris

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  59 Years

Richard Jackson Glick

Commercial Real Estate, Litigation, Trusts, Elder Law
Status:  In Good Standing           Licensed:  16 Years

Paulla Sue Hyatt McIntire

Other, Wills, Trusts, Elder Law
Status:  In Good Standing           Licensed:  22 Years

John L. Guth

Estate, Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships
Status:  In Good Standing           Licensed:  54 Years

Donna Jeanne Peter

Trusts, Contract, Credit & Debt, Personal Injury
Status:  In Good Standing           Licensed:  37 Years

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

MARITAL LIFE ESTATE TRUST

See AB trust.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)
A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)
To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

INTER VIVOS TRUST

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

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)
Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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. ...