Newport Coast 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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Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
2. AboutPacific Wealth Legal Advisors
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Michael Thomas Walsh

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Estate, Trusts, Wills & Probate

Years Of Experience In Estate Planning

Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Est... (more)

CONTACT

800-256-1590

4425 Jamboree Rd, Newport Beach, CA 92660

Michael Ignatius Goode

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Business, Wills & Probate, Trusts, Estate Administration, Employment

Michael Goode is a practicing lawyer in the state of California. Mr. Goode received his J.D. from the Pepperdine University School of Law.

FREE CONSULTATION

CONTACT

800-737-9721

15615 Alton Pkwy, Irvine, CA 92618

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Amy L. Koshinski

Family Law, Wills & Probate, Real Estate, Trusts

Status: In Good Standing

CONTACT

2532 Dupont Dr., Irvine, CA 92612

Mary G. Finlay

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Koray James Bulut

Tax, Trusts, Workers' Compensation

Status: In Good Standing Licensed: 21 Years

CONTACT

Newport Coast, CA 92661

Marc Stuart Goldin

Trusts, Gift Taxation

Status: In Good Standing Licensed: 37 Years

CONTACT

Newport Coast, CA 92658

Aiyao Zhou

Tax, Trusts

Status: In Good Standing Licensed: 9 Years

CONTACT

18 Via Amanti, Newport Coast, CA 92657

Elizabeth A. Gillis

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 31 Years

CONTACT

6 Dauphine, Newport Coast, CA 92657

Selma Judith Mann

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

805 Hibiscus Ct, Corona Del Mar, CA 92625

800-923-0641

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LEGAL TERMS

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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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Newport Coast Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Michael Thomas Walsh

Michael Ignatius Goode

Stacy Olsen

Amy L. Koshinski

Mary G. Finlay

Koray James Bulut

Marc Stuart Goldin

Aiyao Zhou

Elizabeth A. Gillis

Selma Judith Mann

TIPS

LEGAL TERMS

SPENDTHRIFT TRUST

ACCUMULATION TRUST

TRUSTEE

TRUSTEE POWERS

SUCCESSION

INHERITANCE TAXES

ALTERNATE BENEFICIARY

ENDOWMENT INSURANCE

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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