Lake Hughes Trusts Lawyer, California

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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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1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
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John Paladin

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Business, Litigation, Wills & Probate, Trusts, Real Estate

Attorney and Real Estate Broker

John Paladin is a practicing attorney in the state of California. He received his J.D. from Thomas Jefferson School of Law.

FREE CONSULTATION

CONTACT

661-255-5000

PO Box 801777, Valencia, CA 91380

Michael C. Gubelli

Timeshare, Trusts, Divorce, DUI-DWI

Status: In Good Standing Licensed: 11 Years

CONTACT

27830 Firebrand Dr, Castaic, CA 91384

Robert Medhat Mansour

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Status: In Good Standing

CONTACT

28212 Kelly Johnson Pkwy, Valencia, CA 91355

Diana Grace Vasquez

Litigation, Intellectual Property, Entertainment, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

24306 Las Palmas St, Valencia, CA 91355

Randall F Kaiden

Wills, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 28 Years

CONTACT

27240 Turnberry Ln, Valencia, CA 91355

Troy Werner

Wills & Probate, Trusts, Bankruptcy & Debt, Accident & Injury

Status: In Good Standing Licensed: 15 Years

FREE CONSULTATION

CONTACT

27257 1/2 Camp Plenty Rd., Santa Clarita, CA 91351

Sean David Ethington

Health Care Other, Trusts

Status: In Good Standing Licensed: 24 Years

CONTACT

25000 Avenue Stanford, Valencia, CA 91355

Scott Ross Keating

Immigration, Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

23504 Cinema Dr, Valencia, CA 91355

Joy Allysa Finch

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

24807 Avenue Tibbitts, Valencia, CA 91355

Stephen Lysle Snow

Wills & Probate, Trusts, Estate, Elder Law, Elder Law

Status: In Good Standing

CONTACT

28212 Kelly Johnson Pkwy, Valencia, CA 91355

800-923-0641

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LEGAL TERMS

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

GRANTOR

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

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.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

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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Lake Hughes Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John Paladin

Michael C. Gubelli

Robert Medhat Mansour

Diana Grace Vasquez

Randall F Kaiden

Troy Werner

Sean David Ethington

Scott Ross Keating

Joy Allysa Finch

Stephen Lysle Snow

TIPS

LEGAL TERMS

AB TRUST

INVESTOR

BYPASS TRUST

AUGMENTED ESTATE

GRANTOR

ADMINISTRATRIX

SECONDARY MEANING

POWER OF APPOINTMENT

LAPSE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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