North Hollywood Estate Planning Lawyer, California, page 3

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Includes: Gift Taxation

Thomas Edward Castleton

Litigation, Lawsuit & Dispute, Gift Taxation, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Barbara R. Roller

Other, Real Estate, Trusts, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  47 Years

Dennis M. Supanich

Trusts, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  46 Years

Kim Han Ly

Tax, International, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  10 Years

Jonathan Robert Klein

Wills, Trusts, Estate Planning, Civil Rights
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  18 Years

Mengjun He

Tax, International, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  18 Years

Lawrence Edward May

Estate Planning, Commercial Real Estate, Business, Trusts, Wills
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  52 Years

Raymond Algernon White

Estate Planning, International Tax, Contract, Commercial Real Estate, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Agnes Ordubegian Martin

Defect and Lemon Law, Trusts, Estate Planning, Bankruptcy & Debt
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  23 Years

Osmundo Josue Arguello

Estate Planning, Family Law, Personal Injury, Employee Rights
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

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.

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.

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)
A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)
A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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