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1. Ashton Dunn Ridgecrest, CA
  Attorney at Law - CA, 1999
  Peoples COL, J.D., 1999
2. AboutLaw Offices of Ashton Dunn
  Over 20 years of experience.
3. Practice AreasExpertise
  Bankruptcy Law
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Marshall S. Zolla

Commercial Real Estate, Trusts, Estate Planning, Family Law, Administrative Law

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2029 Century Park E, Los Angeles, CA 90067

Marc Martin Stern

Tax, Trusts, Gift Taxation, Estate

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2049 Century Park E, Los Angeles, CA 90067

Laura Anne Zwicker

Tax, Trusts, Estate Planning

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2049 Century Park E, Los Angeles, CA 90067

Charles Stanton Tigerman

Intellectual Property, Trusts, Estate Planning, Business

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322 Culver Blvd, Venice, CA 90293

Sussan Hermina Shore

International, Wills, Trusts, Estate

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1875 Century Park E, Los Angeles, CA 90067

Vicki Fisher Magasinn

Trusts, Estate Planning, Estate

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300 Corporate Pointe, Culver City, CA 90230

Stanford Kunin Rubin

Litigation, Trusts, Estate

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10100 Santa Monica Blvd, Los Angeles, CA 90067

Robert Elliot Strauss

Trusts, Banking & Finance

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1875 Century Park E, Los Angeles, CA 90067

Thomas Ray Barnes

Trusts, Family Law, Divorce, Divorce & Family Law

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4223 Glencoe Ave, Venice, CA 90292

J. Dan Olincy

Tax, Trusts, Gift Taxation, Estate Planning

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10866 Wilshire Blvd, Los Angeles, CA 90024

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LEGAL TERMS

TRUSTEE POWERS

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

CREDIT SHELTER TRUST

See AB trust.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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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Santa Monica Trusts Lawyer, California, page 8

Sponsored Law Firm

Law Offices of Ashton Dunn

SPONSORED LAWYERS

Marshall S. Zolla

Marc Martin Stern

Laura Anne Zwicker

Charles Stanton Tigerman

Sussan Hermina Shore

Vicki Fisher Magasinn

Stanford Kunin Rubin

Robert Elliot Strauss

Thomas Ray Barnes

J. Dan Olincy

TIPS

LEGAL TERMS

TRUSTEE POWERS

LIFE BENEFICIARY

AUGMENTED ESTATE

RESIDUARY BENEFICIARY

SUCCESSION

OFFICER

LIVING TRUST

CREDIT SHELTER TRUST

ENDOWMENT INSURANCE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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