Laguna Beach Estate Planning Lawyer, California, page 4

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Scott Rahn
About | Practice Areas
RMO LLP
2029 Century Park E. Ste 2910 Los Angeles, CA 90067» view map
Estate Law
Where Your How and Why Matter

At RMO, we litigate. Effectively. Let us use our decades of experience, common sense, and integrity help you.

800-754-9631
1. Scott Rahn Los Angeles, CA
  Attorney at Law- CA, 2002
  University of San Diego School of Law, J.D.
2. AboutRMO LLP
  Where Your How and Why Matter
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

David Leo Keligian

Tax, Gift Taxation

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

Stephen Alan Stafford

Gift Taxation, Criminal, Business, Medical Malpractice

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

Michael Joseph Offenheiser

Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

Matthew Gordon Brown

Tax, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

40 Pacifica St, Irvine, CA 92618

Gregory J. Anderson

Litigation, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

25909 Pala, San Juan Capistrano, CA 92691

Christopher Ronald Erwin

Lawsuit & Dispute, Gift Taxation, Insurance, Business

Status: In Good Standing Licensed: 22 Years

CONTACT

200 Spectrum Center Dr, Irvine, CA 92618

Casey Scott Hale

Gift Taxation, Divorce & Family Law, DUI-DWI, Medical Malpractice

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

Robert Burch

Farms, Estate Planning, Corporate, Business Organization

Status: In Good Standing Licensed: 27 Years

CONTACT

20281 Sw Birch, Newport Beach, CA 92660

Ernie Marvin Ellsworth

Lawsuit & Dispute, Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

24422 Ave De La Carlota, Laguna Hills, CA 92653

Jeffrey Burton Kahn

Tax, International Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

15615 Alton Pkwy, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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, page 4

Sponsored Law Firm

RMO LLP

SPONSORED LAWYERS

David Leo Keligian

Stephen Alan Stafford

Michael Joseph Offenheiser

Matthew Gordon Brown

Gregory J. Anderson

Christopher Ronald Erwin

Casey Scott Hale

Robert Burch

Ernie Marvin Ellsworth

Jeffrey Burton Kahn

TIPS

LEGAL TERMS

CONSERVATOR

QTIP TRUST

CONTINGENT BENEFICIARY

BENEFICIARY

PROVING A WILL

KINDRED

PROBATE COURT

ADMINISTRATION (OF AN ESTATE)

GRANTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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