Laguna Beach Estate Planning Lawyer, California, page 2

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Includes: Gift Taxation

Daniel D Kopman

Litigation, Wills, Trusts, Gift Taxation
Status:  In Good Standing           

William Mark Iadarola

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  34 Years

Stephanie Diane Winstead

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  19 Years

Roberta Ann Chittenden

Real Estate, Trusts, Gift Taxation, Business
Status:  In Good Standing           Licensed:  45 Years

Douglas David Cicione

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           

Kathryn Anne Flanigan

Estate, Wills & Probate, Estate Planning, Estate Administration
Status:  In Good Standing           Licensed:  25 Years

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Stephen Lee Christian

International, Trusts, Gift Taxation, Estate
Status:  In Good Standing           

Patricia Nance

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  24 Years

FREE CONSULTATION 

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Christopher Natland

Trusts, Estate Planning, Wills
Status:  In Good Standing           Licensed:  28 Years

Frank Seddigh

Tax, Gift Taxation, Employee Rights, Business
Status:  In Good Standing           

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800-943-8690

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Easily find Laguna Beach Estate Planning Lawyers and Laguna Beach Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

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.

HEIR APPARENT

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

TESTAMENTARY TRUST

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

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)
The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

SURROGATE COURT

See probate court.

TITLE COMPANY

A company that issues title insurance.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)
An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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. ...