Pasadena Estate Planning Lawyer, California

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Includes: Gift Taxation

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate
Status:  In Good Standing           

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Lisa Tan

Corporate, Employment, Estate Planning, Family Law
Status:  In Good Standing           

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Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills
Status:  In Good Standing           

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Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning
Status:  In Good Standing           

Christopher J. Currer

Estate Planning, Wills & Probate, Tax
Status:  In Good Standing           

Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract
Status:  In Good Standing           

Linda Mane Nakamura

Family Law, Immigration, Child Support, Estate Planning
Status:  In Good Standing           

FREE CONSULTATION 

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Liana Nazaryan

Family Law, Child Support, Estate Planning, Adoption
Status:  In Good Standing           

FREE CONSULTATION 

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Wendy E. Hartmann

International Tax, Trusts, Estate Planning, Estate, Family Law
Status:  In Good Standing           

James M. Polish

Ethics, Estate Planning, Family Law, Corporate
Status:  In Good Standing           

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

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800-943-8690

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Easily find Pasadena Estate Planning Lawyers and Pasadena Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

FAMILY POT TRUST

See pot trust.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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.'

FUNDING A TRUST

Transferring ownership of property to a 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. ...