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Scott Rahn
About | Practice Areas
RMO LLP
2029 Century Park E. Ste 2910 Los Angeles, CA 90067» view map
Estate Law
Where Your How and Why Matter

At RMO, we litigate. Effectively. Let us use our decades of experience, common sense, and integrity help you.

800-754-9631
1. Scott Rahn Los Angeles, CA
  Attorney at Law- CA, 2002
  University of San Diego School of Law, J.D.
2. AboutRMO LLP
  Where Your How and Why Matter
3. Practice AreasExpertise
  Estate Law
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Alejandra Rodriguez

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Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108

Joseph Crane Lavelle

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Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION

CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101

Debby Maxine Ehrlich

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Estate, Estate Administration, Wills & Probate, Trusts

Originally from Chicago, Principal Attorney Debby decided to call San Diego, California home after receiving her MBA from Loyola University in Chicago... (more)

FREE CONSULTATION

CONTACT

805-312-8059

4305 Third Avenue, San DIego, CA 92103

Craig Eugene Dwyer

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Bankruptcy & Debt, Credit & Debt, Collection, Trusts, Wills & Probate

Craig E. Dwyer, Esq., has represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Rivers... (more)

FREE CONSULTATION

CONTACT

800-486-2210

8745 Aero Drive, Suite 301, San Diego, CA 92123

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

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FREE CONSULTATION

CONTACT

12526 High Bluff Drive, San Diego, CA 92130

Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

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CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Mark T. Bradshaw

Estate, Trusts, Wills & Probate, Estate Planning

Status: Licensed: 32 Years

FREE CONSULTATION

CONTACT

2550 5th Avenue, San Diego, CA 92103

Loan Tran Shillinger

Trusts, Estate Planning, Wills & Probate, Living Wills

Status: Licensed: 17 Years

CONTACT

8880 Rio San Diego Drive, San Diego, CA 92108

Omri Amram Ben

Personal Injury, Trusts

Status: Licensed: 12 Years

CONTACT

945 4th Ave, San Diego, CA 92101

Timothy George Riley

Mass Torts, Mediation, Trusts, Estate, Personal Injury

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CONTACT

401 B St, San Diego, CA 92101

800-814-6700

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LEGAL TERMS

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SUCCESSOR TRUSTEE

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

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

GRANTOR

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

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.

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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San Diego Trusts Lawyer, California

Sponsored Law Firm

RMO LLP

SPONSORED LAWYERS

Alejandra Rodriguez

Joseph Crane Lavelle

Debby Maxine Ehrlich

Craig Eugene Dwyer

Shannon Howell

Walter E. Pinkerton

Mark T. Bradshaw

Loan Tran Shillinger

Omri Amram Ben

Timothy George Riley

TIPS

LEGAL TERMS

TRUST MERGER

DEATH TAXES

SUCCESSOR TRUSTEE

INCOMPETENCE

FAILURE OF ISSUE

PROVING A WILL

ESTATE TAXES

GRANTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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