Newport Coast Trusts Lawyer, California, page 4

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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
2. AboutPacific Wealth Legal Advisors
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Oksana Anatolyevna Vanrooy

Trusts, Family Law, Corporate, Credit & Debt

Status: In Good Standing Licensed: 19 Years

CONTACT

1101 Dove St, Newport Coast, CA 92660

Jeff George Carchidi

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

1101 Dove St, Newport Coast, CA 92660

Romelia Verdene Soto

Trusts, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 25 Years

CONTACT

1101 Dove St, Newport Beach, CA 92660

Theodore Michael Hankin

Tax, Trusts, Business, Litigation

Status: In Good Standing

CONTACT

1400 Quail St, Newport Coast, CA 92660

Kenneth R Hodges

Commercial Real Estate, Real Estate, Trusts, Business

Status: In Good Standing

CONTACT

4100 Newport Place Dr, Newport Coast, CA 92660

Larry Rodney Bemis

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing

CONTACT

1301 Dove St, Newport Beach, CA 92660

Stephen Rodney Bemis

Federal Trial Practice, Trusts, Estate

Status: In Good Standing

CONTACT

4100 Newport Place Dr, Newport Coast, CA 92660

Cheryl Lee Barrett

Trusts, Estate Planning

Status: In Good Standing

CONTACT

3737 Birch St, Newport Coast, CA 92660

James Keith Leese

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

3737 Birch St, Newport Beach, CA 92660

Joel Francis Pipes

Litigation, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

2500 Anniversary Ln, Newport Beach, CA 92660

800-923-0641

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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.

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 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Oksana Anatolyevna Vanrooy

Jeff George Carchidi

Romelia Verdene Soto

Theodore Michael Hankin

Kenneth R Hodges

Larry Rodney Bemis

Stephen Rodney Bemis

Cheryl Lee Barrett

James Keith Leese

Joel Francis Pipes

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

WILL

SPECIFIC BEQUEST

TRUST MERGER

DISTRIBUTEE

PUBLISHED WORK

PER STIRPES

BEQUEATH

QTIP TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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