Dana Point Trusts Lawyer, California, page 4

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Amanda Johnson
About | Practice Areas
Johnson and Cruz, PC
3711 N Harbor Blvd Suite A Fullerton, CA 92835» view map
Estate and Real Estate Law
Thoughtful, Reputable and Determined

Johnson and Cruz, PC is a Fullerton-based law firm that serves clients throughout Orange County.

800-943-1840
1. Amanda Johnson Fullerton, CA
  Attorney at Law- CA
  Trinity Law School, J.D. 2015
2. AboutJohnson and Cruz, PC
  Thoughtful, Reputable and Determined
3. Practice AreasExpertise
  Estate
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Herbert Chasman

Trusts, Estate, Family Law

Status: In Good Standing Licensed: 48 Years

CONTACT

42 Saint Tropez St, Laguna Niguel, CA 92677

Jill R Schachter

Landlord-Tenant, Trusts, Workers' Compensation, Elder Law

Status: In Good Standing Licensed: 13 Years

CONTACT

120 Vantis Dr, Laguna Hills, CA 92656

Bettyjane Champlin

Trusts, Wills

Status: Inactive Licensed: 50 Years

CONTACT

27341 Young Dr, Laguna Niguel, CA 92677

David T. Estes

Estate Planning, Trusts

Status: In Good Standing Licensed: 45 Years

CONTACT

Estes & Estes, San Clemente, CA 92673

Richard Joseph Pinto

Trusts

Status: In Good Standing Licensed: 49 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

Holly Marie Emge

Lawsuit & Dispute, Trusts, Estate, Business

Status: In Good Standing Licensed: 26 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

Michael Benjamin Hicken

Litigation, Trusts, Elder Law, Personal Injury

Status: In Good Standing Licensed: 41 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

Roberta Ann Chittenden

Real Estate, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

Laguna Beach, CA 92652

Betty W Freeman

Trusts, Divorce & Family Law, Products Liability, Accident & Injury

Status: Inactive Licensed: 28 Years

CONTACT

Laguna Beach, CA 92652

Charles W. Daff

Other, Trusts, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 10 Years

CONTACT

352 3Rd St, Laguna Niguel, CA 92651

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

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

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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Dana Point Trusts Lawyer, California, page 4

Sponsored Law Firm

Johnson and Cruz, PC

SPONSORED LAWYERS

Herbert Chasman

Jill R Schachter

Bettyjane Champlin

David T. Estes

Richard Joseph Pinto

Holly Marie Emge

Michael Benjamin Hicken

Roberta Ann Chittenden

Betty W Freeman

Charles W. Daff

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

AB TRUST

INTESTATE SUCCESSION

ADMINISTRATRIX

LETTERS TESTAMENTARY

DISINHERIT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TRUST DEED

SPECIAL ADMINISTRATOR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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