Newport Coast Trusts Lawyer, California, page 3

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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
Small Firm. Big Difference.

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
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Pamela Roberts Milner

Real Estate, International Tax, Trusts, Business

Status: In Good Standing Licensed: 36 Years

CONTACT

4199 Campus Dr, Irvine, CA 92612

Nicole Cohrs

Commercial Real Estate, Trusts, Corporate, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

580 Broadway St, Laguna Niguel, CA 92651

Leslie Rubright Daff

Wills, Trusts

Status: In Good Standing

CONTACT

352 3Rd St, Laguna Niguel, CA 92651

Thomas Hugh Parrott

Commercial Real Estate, Dispute Resolution, Trusts, Family Law

Status: In Good Standing Licensed: 45 Years

CONTACT

Laguna Hills, CA 92654

Angelica Catherine Simmons

Wills, Trusts, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

Laguna Beach, CA 92652

James Gerald Lebloch

Trusts, Gift Taxation, Estate, Criminal

Status: In Good Standing Licensed: 24 Years

CONTACT

422 Glenneyre St, Laguna Niguel, CA 92651

Robert John Lamm

International, Government, Trusts, Business

Status: In Good Standing

CONTACT

2424 Se Bristol St, Newport Coast, CA 92660

Christopher Alan Sexton

Commercial Real Estate, Litigation, Trusts, Corporate

Status: In Good Standing Licensed: 29 Years

CONTACT

1300 Bristol St N, Newport Beach, CA 92660

Donald Edward Dunbar

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1300 Bristol St N, Newport Coast, CA 92660

Thomas Berkeley Garrett

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

1101 Dove St, Newport Coast, CA 92660

800-923-0641

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LEGAL TERMS

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.

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.

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.

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, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Pamela Roberts Milner

Nicole Cohrs

Leslie Rubright Daff

Thomas Hugh Parrott

Angelica Catherine Simmons

James Gerald Lebloch

Robert John Lamm

Christopher Alan Sexton

Donald Edward Dunbar

Thomas Berkeley Garrett

TIPS

LEGAL TERMS

SWEARING MATCH

INVENTORY

FAMILY ALLOWANCE

TRUST DEED

LETTERS TESTAMENTARY

INTESTATE SUCCESSION

GENERATION-SKIPPING TRANSFER TAX

TESTAMENTARY TRUST

RESIDUARY ESTATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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