Redlands Estate Planning Lawyer, California

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Includes: Gift Taxation

J. David Horspool

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships, Business
Status:  In Good Standing           Licensed:  38 Years

Matthew Murillo

Estate Planning, DUI-DWI, Criminal, Business & Trade
Status:  In Good Standing           

Elizabeth Joan Nelms

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  29 Years

Ann Herring

Estate Planning, Trusts, Wills & Probate, Tax
Status:  In Good Standing           Licensed:  30 Years

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John Kevin Mirau

Tax, Commercial Real Estate, Real Estate, Estate Planning
Status:  In Good Standing           

Robert Wareing Cannon

Trusts, Estate Planning
Status:  In Good Standing           

Brandon Lee Spivack

International, Gift Taxation
Status:  In Good Standing           

David Earl Foate

International, Wills, Trusts, Gift Taxation
Status:  In Good Standing           

Wally Dean Lighthouse

International, Trusts, Gift Taxation, Estate
Status:  In Good Standing           Licensed:  28 Years

Wally Dean Lighthouse

International, Trusts, Gift Taxation, Estate
Status:  In Good Standing           Licensed:  28 Years

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

Member Representative

Call me for fastest results!
800-943-8690

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

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided may not be privileged or confidential.

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LEGAL TERMS

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 Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

FAMILY POT TRUST

See pot trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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. ...