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San Diego Trusts Lawyer, California


Alejandra  Rodriguez Lawyer

Alejandra Rodriguez

VERIFIED
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)

Daniel K. Printz Lawyer

Daniel K. Printz

VERIFIED
Estate, Wills & Probate, Trusts, Litigation, Corporate

DANIEL K. PRINTZ, ESQ. has been a practicing attorney since 2000, and has taught "Estates, Wills and Trusts" at the University of San Diego since 2007... (more)

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800-823-5031

Steven M. Ratner

Wills & Probate, Health Care, Wills, Trusts, Elder Law
Status:  In Good Standing           

FREE CONSULTATION 

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Chris J Allred

Estate Planning, Wills & Probate, Elder Law, Contract, Trusts
Status:  In Good Standing           

FREE CONSULTATION 

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Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law
Status:  In Good Standing           

FREE CONSULTATION 

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Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts, Estate Planning
Status:  In Good Standing           

Roy M Doppelt

Divorce & Family Law, Divorce, Family Law, Child Custody, Trusts
Status:  In Good Standing           

Marilyn Shea

Wills & Probate, Wills, Trusts, Estate Planning
Status:  In Good Standing           

Mark T. Bradshaw

Estate, Trusts, Wills & Probate, Estate Planning, Business
Status:  In Good Standing           Licensed:  24 Years

FREE CONSULTATION 

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Loan Tran Shillinger

Trusts, Estate Planning, Wills & Probate, Living Wills, Power of Attorney
Status:  In Good Standing           Licensed:  10 Years

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

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LEGAL TERMS

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.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)
Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)
To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

TITLE COMPANY

A company that issues title insurance.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)
The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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. ...