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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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Patricia Christine Van Haren

Trusts, Estate, Family Law, Child Support, Child Support

Status: In Good Standing Licensed: 14 Years

CONTACT

19200 Von Karman Ave,, Irvine, CA 92612

Lloyd Gaylord Copenbarger

Trusts, Estate Planning, Estate, Civil & Human Rights

Status: In Good Standing

CONTACT

200 Sandpointe Ave, Santa Ana, CA 92707

Donald Edward Dunbar

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1300 Bristol St N, Newport Coast, CA 92660

Gregory Evan Lambourne

Other, Real Estate, Trusts, Business

Status: In Good Standing

CONTACT

16140 Sand Canyon Ave, Irvine, CA 92618

Alan L. Darnell

Wills, Wills & Probate, Trusts, Business Organization

Status: In Good Standing Licensed: 20 Years

CONTACT

360 E 1St St, Tustin, CA 92780

Joel Francis Pipes

Litigation, Wills & Probate, Trusts, Trusts

Status: In Good Standing Licensed: 22 Years

CONTACT

2500 Anniversary Ln, Newport Beach, CA 92660

Chadwick C. Bunch

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

1900 Main St, Irvine, CA 92614

Donna Lee Snow

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1900 Main St, Irvine, CA 92614

Peter Cooper Bradford

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2244 Alta Vista Dr, Newport Coast, CA 92660

Suzanne Marie Rehmani

Government Contract, Trusts, Employee Rights, Corporate

Status: In Good Standing Licensed: 32 Years

CONTACT

14751 Plaza Dr, Tustin, CA 92780

800-923-0641

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LEGAL TERMS

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.

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.

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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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Irvine Trusts Lawyer, California, page 7

Sponsored Law Firm

Johnson and Cruz, PC

SPONSORED LAWYERS

Patricia Christine Van Haren

Lloyd Gaylord Copenbarger

Donald Edward Dunbar

Gregory Evan Lambourne

Alan L. Darnell

Joel Francis Pipes

Chadwick C. Bunch

Donna Lee Snow

Peter Cooper Bradford

Suzanne Marie Rehmani

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LEGAL TERMS

INTESTATE SUCCESSION

ALTERNATE BENEFICIARY

SPECIFIC BEQUEST

INTESTATE

AB TRUST

LAPSE

GROSS ESTATE

EXEMPTION TRUST

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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