Indian Wells Estate 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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Dennis James Healey

Other, Trusts, Employee Rights, Wrongful Death

Status: In Good Standing Licensed: 55 Years

CONTACT

Indian Wells, CA 92261

Kimberly Tsong-Min Lee

Other, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

74916 US Highway 111, Indian Wells, CA 92210

Russell Glen Albright

Tax, Trusts, Business, Corporate

Status: In Good Standing

CONTACT

74900 Us Highway 111, Indian Wells, CA 92210

Steven M. Brunolli

Trusts, Business, Real Estate

Status: In Good Standing Licensed: 4 Years

CONTACT

75270 Us Highway 111, Indian Wells, CA 92210

Sharon Landis

Education, Trusts

Status: Inactive Licensed: 32 Years

CONTACT

74923 Us Highway 111, Indian Wells, CA 92210

Karin S. Hesseltine

Wills

Status: In Good Standing Licensed: 7 Years

CONTACT

Indian Wells, CA 92261

Thomas Earl Young

Tax, Trusts

Status: In Good Standing

CONTACT

74916 Us Highway 111, Indian Wells, CA 92210

Nikita B. Soni

Tax, Trusts, Business

Status: In Good Standing

CONTACT

74900 Us Highway 111, Indian Wells, CA 92210

Charles Eugene Huppin

Land Use & Zoning, Elder Law, Estate Planning, Business & Trade

Status: Deceased Licensed: 68 Years

CONTACT

40943 Sandpiper Ct W, Indian Wells, CA 92260

Janet G Pollish

General Practice

Status: In Good Standing Licensed: 45 Years

CONTACT

49419 Avenida Vista Bonita, La Quinta, CA 92253

800-923-0641

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LEGAL TERMS

DEVISEE

A person or entity who inherits real estate under the terms of a will.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (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 ...

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Indian Wells Estate Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Dennis James Healey

Kimberly Tsong-Min Lee

Russell Glen Albright

Steven M. Brunolli

Sharon Landis

Karin S. Hesseltine

Thomas Earl Young

Nikita B. Soni

Charles Eugene Huppin

Janet G Pollish

TIPS

LEGAL TERMS

DEVISEE

BEQUEATH

SPENDTHRIFT TRUST

AUGMENTED ESTATE

EXEMPTION TRUST

HEIR AT LAW

TRUST DEED

TAKING AGAINST THE WILL

REMAINDERMAN

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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