Cathedral City Trusts Lawyer, California, page 2

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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
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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
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David Lynn Wright

Litigation, Trusts, Contract, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

72877 Dinah Shore Dr, Rancho Mirage, CA 92270

David L Wright

Litigation, Trusts, Contract, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

72877 Dinah Shore Dr, Rancho Mirage, CA 92270

David L Wright

Litigation, Trusts, Contract, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

72877 Dinah Shore Dr, Rancho Mirage, CA 92270

Dennis Harold Sapire

Trusts, Estate, Business, Accident & Injury

Status: Inactive Licensed: 38 Years

CONTACT

41750 Rancho Las Palmas Dr, Rancho Mirage, CA 92270

Douglas E Schmidt

Trusts, Estate, Workers' Compensation, Wrongful Death

Status: In Good Standing Licensed: 61 Years

CONTACT

67618 Cielo Ct, Cathedral City, CA 92234

Elaine Estelle Hill

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

560 Paseo Dorotea, Palm Springs, CA 92264

Emanuela Tala

Employee Rights, Litigation, Trusts

Status: In Good Standing

CONTACT

1800 East Tahquitz Canyon Way, Palm Springs, CA 92262

Esti Miller

Foreclosure, Trusts, Employment, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

6 Porto Cielo, Rancho Mirage, CA 92270

Harold Christopher Heritage

Wills, Trusts, Family Law, Bankruptcy

Status: In Good Standing Licensed: 27 Years

CONTACT

777 E Tahquitz Canyon Way, Palm Springs, CA 92262

Jeremy Joshua Ofseyer

Foreclosure, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

74000 Country Club Dr, Indian Wells, CA 92260

800-923-0641

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LEGAL TERMS

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

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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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Cathedral City Trusts Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

David Lynn Wright

David L Wright

David L Wright

Dennis Harold Sapire

Douglas E Schmidt

Elaine Estelle Hill

Emanuela Tala

Esti Miller

Harold Christopher Heritage

Jeremy Joshua Ofseyer

TIPS

LEGAL TERMS

SPECIAL ADMINISTRATOR

SPECIFIC BEQUEST

PROVING A WILL

EXECUTOR

HEIR AT LAW

CHARITABLE TRUST

INVENTORY

SUMMARY PROBATE

SPENDTHRIFT TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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