Laguna Beach Estate Planning Lawyer, California

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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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Includes: Gift Taxation

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

Status: In Good Standing

CONTACT

15707 Rockfield Boulevard, Irvine, CA 92618

Karyn S. Neue

Estate Planning, Employment, Corporate Governance, Corporate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Peter J Linden

Estate Administration, Estate Planning, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

2500 Anniversary Lane, Newport Beach, CA 92660

Joseph A Walker

Real Estate, Motor Vehicle, Estate Planning, Estate

Status: In Good Standing

CONTACT

3991 MacArthur Blvd., Newport Beach, CA 92660

Mary G. Finlay

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

Paul P. Lin

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

W. Robert Price

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

James A. Schmiesing

Commercial Real Estate, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

CONTACT

Central Orange County, 400 North Tustin Avenue, Santa Ana, CA 92705

800-923-0641

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LEGAL TERMS

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.

CERTIFICATION OF TRUST

See abstract of trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Laguna Beach Estate Planning Lawyer, California

Sponsored Law Firm

Johnson and Cruz, PC

SPONSORED LAWYERS

Stefanie Noel Brabec

Karyn S. Neue

Stacy Olsen

Peter J Linden

Joseph A Walker

Mary G. Finlay

Richard T. Hsueh

Paul P. Lin

W. Robert Price

James A. Schmiesing

TIPS

LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

CERTIFICATION OF TRUST

IRREVOCABLE TRUST

STATUTORY SHARE

SECONDARY MEANING

CONSERVATOR

SPECIFIC BEQUEST

DEATH TAXES

ADMINISTRATRIX

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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