San Juan Capistrano Estate Planning Lawyer, California

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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

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

Status: In Good Standing

CONTACT

15707 Rockfield Boulevard, Irvine, CA 92618

Stephanie Diane Winstead

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

Rick James Fenelli

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

24800 Chrisanta Dr, San Juan Capistrano, CA 92691

Nancy Coffman Ferruzzo

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

CONTACT

28291 Via Rueda, San Juan Capistrano, CA 92675

Gregory J. Anderson

Litigation, Trusts, Estate Planning, Corporate

Status: In Good Standing

CONTACT

25909 Pala, San Juan Capistrano, CA 92691

Dennis Ronald Brown

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

26681 Cadiz Cir, San Juan Capistrano, CA 92691

Todd Armistead Carper

Tax, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

4 Danforth Ave, Laguna Niguel, CA 92677

Dennis Arthur Page

Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 60 Years

CONTACT

4137 Costero Risco, San Clemente, CA 92673

David T. Estes

Estate Planning, Trusts

Status: In Good Standing Licensed: 45 Years

CONTACT

Estes & Estes, San Clemente, CA 92673

James E. Mahfood

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

25283 Cabot Rd, Laguna Hills, CA 92653

800-923-0641

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LEGAL TERMS

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

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.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

CERTIFICATION OF TRUST

See abstract of trust.

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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San Juan Capistrano Estate Planning Lawyer, California

Sponsored Law Firm

Gomez Law, APC

SPONSORED LAWYERS

Stefanie Noel Brabec

Stephanie Diane Winstead

Rick James Fenelli

Nancy Coffman Ferruzzo

Gregory J. Anderson

Dennis Ronald Brown

Todd Armistead Carper

Dennis Arthur Page

David T. Estes

James E. Mahfood

TIPS

LEGAL TERMS

NONPROBATE

DEATH TAXES

IN TERROREM

SURVIVING SPOUSE'S TRUST

QDOT TRUST

POWER OF APPOINTMENT

PER STIRPES

TESTAMENTARY TRUST

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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