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Rowland Heights Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-7 of 7 matches. Page 1 of 1  

Jimmie Ling Joe

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  29 Years
CONTACT
17700 Castleton St, Whittier, CA 91748
Profile LAWPOINTS™36/100
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Christine Patterson Snapp

Trusts, Gift Taxation, Estate, Business
Status:  In Good Standing           Licensed:  21 Years
CONTACT
1800 E Imperial Hwy, Brea, CA 92821
Profile LAWPOINTS™36/100
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Pyng Soon

Tax, International, Gift Taxation, Business
Status:  In Good Standing           Licensed:  18 Years
CONTACT
17870 Castleton St, Whittier, CA 91748
Profile LAWPOINTS™26/100
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Shawn Michael Haggerty

Criminal, Family Law, Estate Planning, Business & Trade
Status:  Inactive           Licensed:  22 Years
CONTACT
2440 Hacienda, Hacienda Heights, CA 91745
Profile LAWPOINTS™26/100
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Steven R. Patterson

Estate Planning, Family Law, Real Estate
Status:  In Good Standing           

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CONTACT
1800 E. Imperial Hwy, Brea, CA 92821
Profile LAWPOINTS™28/100
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Michael Worth Brown

Health Care, Trusts, Estate Planning, Business
Status:  In Good Standing           Licensed:  44 Years
CONTACT
22632 Golden Springs Dr, Diamond Bar, CA 91765
Profile LAWPOINTS™26/100
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John James Barcal

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  56 Years
CONTACT
1301 East Rd, La Habra, CA 90631
Profile LAWPOINTS™21/100
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Easily find Rowland Heights Estate Planning Lawyers and Rowland Heights Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

CERTIFICATION OF TRUST

See abstract of trust.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)
An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

MARITAL LIFE ESTATE TRUST

See AB trust.

GRANTOR

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

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

SUCCESSOR TRUSTEE

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

SURROGATE COURT

See probate court.

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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