Spring Valley Wills & Probate Lawyer, California

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Sacha Cruse
About | Practice Areas
WealthBridge Insurance Solutions
8555 Aero Dr Ste 320 San Diego, CA 92123» view map
Wills & Probate Law
Highest Standards of Integrity

WealthBridge Insurance Solutions began in San Diego in 1996 to provide families with affordable estate planning (living trusts) and insured retirement income and annuities.

800-694-2681
1. Sacha Cruse San Diego, CA
  Attorney at Law - CA, 2011
  Thomas Jefferson School J.D. 2010
2. AboutWealthBridge Insurance Solutions
  Committed to the highest standards.
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Estate Administration, Living Wills, Wills

Alan Arthur Abrams

Wills, Trusts, Criminal

Status: In Good Standing Licensed: 32 Years

CONTACT

6601 Jackson Dr, San Diego, CA 92119

Alexandra Therese Webber

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Ana Frances Smith

General Practice

Status: In Good Standing Licensed: 22 Years

CONTACT

4738 Norma Dr, San Diego, CA 92115

Carl A. Larson

Wills, Trusts, Estate Planning, Business

Status: Suspended

CONTACT

3121 Sweetwater Springs Blvd, Spring Valley, CA 91978

Charles Benjamin Harris

Litigation, Oil & Gas, Wills, Trusts

Status: In Good Standing Licensed: 67 Years

CONTACT

8697 La Mesa Blvd, La Mesa, CA 91942

Charles B. Harris

Oil & Gas, Industry Specialties, Wills, Estate

Status: In Good Standing

CONTACT

8697 La Mesa Blvd, La Mesa, CA 91942

Chris J Allred

Wills & Probate, Estate Planning, Elder Law, Contract

Status: In Good Standing Licensed: 42 Years

CONTACT

222 W Madison Ave, El Cajon, CA 92020

Cindy S Kaplan

Litigation, Intellectual Property, Wills, Criminal

Status: In Good Standing Licensed: 26 Years

CONTACT

11758 Avenida Marcella, San Diego, CA 92198

Elena Leslie Haskins Ducharme

Commercial Real Estate, Wills, Business & Trade

Status: In Good Standing Licensed: 32 Years

CONTACT

4045 Bonita Rd, Bonita, CA 91902

Jeffrey Lynn Brown

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing Licensed: 49 Years

CONTACT

5520 Wellesley St, La Mesa, CA 91942

800-923-0641

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LEGAL TERMS

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.'

CERTIFICATION OF TRUST

See abstract of trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

GRANTOR

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

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. 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). ...

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Spring Valley Wills & Probate Lawyer, California

Sponsored Law Firm

WealthBridge Insurance Solutions

SPONSORED LAWYERS

Alan Arthur Abrams

Alexandra Therese Webber

Ana Frances Smith

Carl A. Larson

Charles Benjamin Harris

Charles B. Harris

Chris J Allred

Cindy S Kaplan

Elena Leslie Haskins Ducharme

Jeffrey Lynn Brown

TIPS

LEGAL TERMS

PROBATE COURT

CONTINGENT BENEFICIARY

INCOMPETENCE

CERTIFICATION OF TRUST

QTIP TRUST

GRANTOR

INVESTOR

OFFICER

ESTATE TAXES

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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