Beverly Hills Estate Planning Lawyer, California, page 8

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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

Robert Bruce Owens

Real Estate, Industry Specialties, Government, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

269 South Beverly Drive, Beverly Hills, CA 90212

John J. Nelson

Class Action, International, Trusts, Estate Planning

Status: In Good Standing Licensed: 7 Years

CONTACT

280 S Beverly Dr, Beverly Hills, CA 90212

Alex Tucker

General Practice

Status: In Good Standing

CONTACT

280 S Beverly Dr Ph, Beverly Hills, CA 90212

Andrew Lee Gradman

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

235 S Mccarty Dr, Beverly Hills, CA 90212

Igor Drabkin

Tax Litigation, Income Tax, Tax, Gift Taxation, Bankruptcy & Debt

Status: In Good Standing Licensed: 26 Years

CONTACT

315 S Beverly Dr, Beverly Hills, CA 90212

Courtney Ann Amerine-Kasberg

Landlord-Tenant, Estate Planning, Insurance, Bankruptcy

Status: In Good Standing Licensed: 9 Years

CONTACT

715 P Street, Sacramento, CA 95814

Martin Keleti

Intellectual Property, Entertainment, Wills & Probate, Estate Planning, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

9903 Santa Monica Boulevard, Beverly Hills, CA 90212

Martin Keleti

Estate, Intellectual Property, Entertainment, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

9903 Santa Monica Boulevard, Beverly Hills, CA 90212

Justin Bina

Tax, Gift Taxation, Personal Injury

Status: In Good Standing Licensed: 13 Years

CONTACT

9454 Wilshire Blvd, Beverly Hills, CA 90212

Howard Scott Fisher

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 48 Years

CONTACT

9350 Wilshire Blvd, Beverly Hills, CA 90212

800-923-0641

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LEGAL TERMS

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

NET ESTATE

The value of all property owned at death less liabilities or debts.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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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Beverly Hills Estate Planning Lawyer, California, page 8

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Robert Bruce Owens

John J. Nelson

Alex Tucker

Andrew Lee Gradman

Igor Drabkin

Courtney Ann Amerine-Kasberg

Martin Keleti

Martin Keleti

Justin Bina

Howard Scott Fisher

TIPS

LEGAL TERMS

ABATEMENT

TRUSTEE

FINAL BENEFICIARY

TRUST DEED

PERSONAL PROPERTY

RESIDUARY ESTATE

NET ESTATE

CERTIFIED COPY

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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