Dulzura Wills & Probate Lawyer, California

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Sacha Cruse
About | Practice Areas
WealthBridge Insurance Solutions
8555 Aero Dr Ste 320 San Diego, CA 92123» view map
Wills & Probate Law
Highest Standards of Integrity

WealthBridge Insurance Solutions began in San Diego in 1996 to provide families with affordable estate planning (living trusts) and insured retirement income and annuities.

800-694-2681
1. Sacha Cruse San Diego, CA
  Attorney at Law - CA, 2011
  Thomas Jefferson School J.D. 2010
2. AboutWealthBridge Insurance Solutions
  Committed to the highest standards.
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Estate Administration, Living Wills, Wills

Michelle Montano Gallardo

Entertainment, Landlord-Tenant, Patent, Wills

Status: In Good Standing

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1655 Picket Fence Dr, Chula Vista, CA 91915

Tom Parashos

Litigation, Wills & Probate, Business, Personal Injury

Status: In Good Standing

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9847 Campo Road, Spring Valley, CA 91977

Reed V Langlois

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

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Chula Vista, CA 91921

Araceli Pantoja Tovar

International, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

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251 Madrona St, Chula Vista, CA 91910

Ron H. Oberndorfer

Wills, Trusts, Estate Planning, Estate, Contract

Status: In Good Standing Licensed: 46 Years

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8166 La Mesa Blvd, La Mesa, CA 91942

Benjamin Soulek Green

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 17 Years

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227 3Rd Ave, Chula Vista, CA 91910

Alexandra Therese Webber

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

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8080 La Mesa Blvd, La Mesa, CA 91942

Chris J Allred

Wills & Probate, Estate Planning, Elder Law, Contract

Status: In Good Standing Licensed: 42 Years

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222 W Madison Ave, El Cajon, CA 92020

Saxon J Wraith

Wills & Probate, Trusts, Estate, DUI-DWI, Divorce & Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

219 Church Ave, Chula Vista, CA 91910

David Cameron Rowley

Wills, State Appellate Practice, Administrative Law, Military

Status: In Good Standing Licensed: 11 Years

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3395 Sturtevant Street, San Diego, CA 92136

800-923-0641

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LEGAL TERMS

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Dulzura Wills & Probate Lawyer, California

Sponsored Law Firm

WealthBridge Insurance Solutions

SPONSORED LAWYERS

Michelle Montano Gallardo

Tom Parashos

Reed V Langlois

Araceli Pantoja Tovar

Ron H. Oberndorfer

Benjamin Soulek Green

Alexandra Therese Webber

Chris J Allred

Saxon J Wraith

David Cameron Rowley

TIPS

LEGAL TERMS

TRUSTEE

HOLOGRAPHIC WILL

GENERATION-SKIPPING TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ALTERNATE BENEFICIARY

TRUST MERGER

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

HEIR APPARENT

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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