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Alejandra  Rodriguez Lawyer

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)

Carl L. Jones Lawyer

Carl L. Jones

VERIFIED
Estate, Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships

Carl L. Jones is a San Diego-based attorney specializing in Probate, Trust Administration, Contested Trust Matters, Estate Planning, Guardianships, Co... (more)

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Tatiana  Doran Lawyer

Tatiana Doran

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Estate, Business, Wills & Probate, Estate Planning, Guardianships & Conservatorships

Tatiana Doran serves individuals, families, and businesses with your estate planning, business law, and family law needs. Tatiana Doran, the owner of... (more)

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Brian J. McGoldrick

Immigration, Wills & Probate, Bankruptcy
Status:  In Good Standing           

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Stuart M. Manroel

Family Law, Medical Malpractice, Wills & Probate, Corporate
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Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law
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Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts
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Mark T. Bradshaw

Estate, Trusts, Wills & Probate, Estate Planning
Status:  In Good Standing           Licensed:  27 Years

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Kymeshia Michelle Morris

Business Organization, Bankruptcy, Contract, Wills & Probate
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LEGAL TERMS

GRANTOR

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

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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.

SUCCESSOR TRUSTEE

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

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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).

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)
All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.—. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...