Redlands Estate Planning Lawyer, California, page 3

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Mark Gomez
About | Practice Areas
Gomez Law, APC
3250 Wilshire Blvd Suite 1901 Los Angeles, CA 90010» view map
Estate Law
Dedication. Compassion. Trust.

Whether you are looking to purchase a house or commercial property or in the process of probate, we are here to provide the legal support you need to help you move forward.

800-901-4291
1. Mark Gomez Los Angeles, CA
  Attorney at Law - CA, 2013
  Rutgers University J.D. 2012
2. AboutGomez Law, APC
  A Modern Approach To Your Home & Your Future
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Kathleen Berns Albrektson

Estate Planning, Bankruptcy, Elder Law, Administrative Law, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

Christopher Aaron Shumate

Other, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

John Kevin Mirau

Tax, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Robert Wareing Cannon

Trusts, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Kelly Ann Boktor

Estate Planning, Family Law, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 8 Years

CONTACT

10417 Mountain View Ave, Loma Linda, CA 92354

Walter Thomas Moore

Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

7820 Boulder Ave, Highland, CA 92346

Charrisse Smith

Divorce & Family Law, Car Accident, Estate Planning

Status: In Good Standing

CONTACT

473 E. Carnegie Dr., San Bernardino, CA 92408

Steven K. Beckett

Estate Planning, Workers' Compensation, Business, Trusts, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

1365 S Waterman Ave, San Bernardino, CA 92423

Julienne Marie Peccorini

Tax, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 36 Years

CONTACT

1845 Business Center Dr, San Bernardino, CA 92408

John Nevin Martin

Estate Planning, International Tax, Trusts, Estate, Wills

Status: Inactive

CONTACT

351 N Arrowhead Ave, San Bernardino, CA 92415

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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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Redlands Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Gomez Law, APC

SPONSORED LAWYERS

Kathleen Berns Albrektson

Christopher Aaron Shumate

John Kevin Mirau

Robert Wareing Cannon

Kelly Ann Boktor

Walter Thomas Moore

Charrisse Smith

Steven K. Beckett

Julienne Marie Peccorini

John Nevin Martin

TIPS

LEGAL TERMS

GRANTOR

CHARITABLE TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

DISTRIBUTEE

GENERATION-SKIPPING TRUST

POWER OF APPOINTMENT

INTESTATE

SPENDTHRIFT TRUST

SUCCESSION

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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