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Helen  Yu Lawyer

Helen Yu

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Entertainment, Intellectual Property, Business, Corporate, Estate Planning

The Yu Leseberg law firm is a diversified entertainment law firm serving music, film, and television clients. Principal Helen Yu founded the firm in 2... (more)

Scott Edward Rahn Lawyer

Scott Edward Rahn

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Estate, Employment, Business, Securities

Scott Rahn is the Founding and Managing Partner of RMO LLP. A seasoned “big firm” litigator, Scott focuses on four specific areas of litigation: (... (more)

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Paul  Hammons Lawyer

Paul Hammons

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Estate, Lawsuit & Dispute

Paul R. Hammons is both an Attorney and a Certified Public Accountant. His Los Angeles-based practice focuses on Estate Litigation, Probate Administra... (more)

Elizabeth  Botsford Lawyer

Elizabeth Botsford

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Estate, Estate Planning, Trusts, Power of Attorney
Mobile estate planning in the Greater Los Angeles area.Valuable know-how. Fixed fee packages.

Busy Wills, Inc. provides you with the convenience and affordable fixed fee of an online estate planning service together with professional legal advi... (more)

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Dennis  Kroeker Lawyer

Dennis Kroeker

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Estate, Real Estate, Lawsuit & Dispute, Litigation

Dennis started his legal practice in Santa Barbara County where he observed that his clients from Montecito used inter vivos (which he called living) ... (more)

JOHN R RONGE Lawyer

JOHN R RONGE

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Estate, Tax, Wills & Probate

John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses... (more)

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800-989-5470

J. Jeffrey Morris Lawyer

J. Jeffrey Morris

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Criminal, Private Placements, Public Offerings, Personal Injury, Estate
Difficult cases and clients are welcome.

J. Jeffrey Morris is an experienced attorney who has been practicing law in California since 1987. Lawyer.com Member Questionnaire Please desc... (more)

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800-942-9281

Ghada Helena Philips Lawyer

Ghada Helena Philips

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Bankruptcy & Debt, Foreclosure, Reorganization, Estate, Power of Attorney

Ms. Ghada Philips is a lawyer serving Montebello, California and the surrounding locations.

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800-743-9850

Solis  Cooperson Lawyer

Solis Cooperson

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General Practice

I specialize in Tax Matters and representation before the Internal Revenue Service and Franchise Tax Board handling Appeals and Petitions before the U... (more)

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800-658-5040

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

HEIR APPARENT

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

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.

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.

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.

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.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)
A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...