Phelan 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
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Geoffrey O Hayton

Wills & Probate, Trusts, Workers' Compensation

Status: In Good Standing Licensed: 39 Years

CONTACT

15520 Bear Valley Rd, Victorville, CA 92395

Su Pheng Cheah

Wills, Trusts, Estate, Business

Status: In Good Standing

CONTACT

15431 Anacapa Rd, Victorville, CA 92392

Mary Madison Campbell

Mediation, Living Wills, Trusts, Family Law

Status: In Good Standing Licensed: 33 Years

CONTACT

14298 St. Andrews Drive, Victorville, CA 92395

Dale C Huffaker

Trusts

Status: In Good Standing Licensed: 59 Years

CONTACT

15475 Seneca Rd, Victorville, CA 92392

Lissette C Blandino

Trusts, Estate, Collection, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing Licensed: 14 Years

CONTACT

17096 Sequoia Ave, Hesperia, CA 92345

Rose Cortina Rosado

Litigation, Lawsuit & Dispute, Wills, Trusts, Estate

Status: In Good Standing

CONTACT

12277 Apple Valley Rd, Apple Valley, CA 92308

Joelle Lee Ann Nicol

Trusts, Divorce & Family Law, Criminal

Status: In Good Standing

CONTACT

16191 Kamana Rd, Apple Valley, CA 92307

Diana Jean Carloni

Trusts, Employee Rights, Contract, Personal Injury

Status: In Good Standing Licensed: 43 Years

CONTACT

16195 Siskiyou Rd, Apple Valley, CA 92307

Gregory Scott Bonner

Wills, Trusts, Family Law, Bankruptcy & Debt

Status: In Good Standing Licensed: 12 Years

CONTACT

2009 W Sunnyview Dr, Rialto, CA 92377

Alice Evelyne Waters

Real Estate, Trusts

Status: In Good Standing Licensed: 19 Years

CONTACT

10464 Almond St, Rancho Cucamonga, CA 91737

800-923-0641

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LEGAL TERMS

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.'

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

CERTIFICATION OF TRUST

See abstract of 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.

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.

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.

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.

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.

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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Phelan Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Geoffrey O Hayton

Su Pheng Cheah

Mary Madison Campbell

Dale C Huffaker

Lissette C Blandino

Rose Cortina Rosado

Joelle Lee Ann Nicol

Diana Jean Carloni

Gregory Scott Bonner

Alice Evelyne Waters

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

TESTAMENTARY TRUST

CERTIFICATION OF TRUST

TRUSTEE

INVENTORY

TRUST MERGER

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SURVIVING SPOUSE'S TRUST

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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