Temecula Trusts Lawyer, California, page 2

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September Katje
About | Practice Areas
Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
Small Firm. Big Difference.

Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
2. AboutPacific Wealth Legal Advisors
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Bentley P. Jenkins

Trusts, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

115 Brandenburg Lane, Fallbrook, CA 92028

Bruce Mathews Wallis

Real Estate, Trusts, Estate, Business

Status: In Good Standing

CONTACT

1600 E. Florida Ave, Hemet, CA 92544

Bruce Mathews Wallis

Real Estate, Trusts, Estate, Business

Status: In Good Standing

CONTACT

1600 E. Florida Ave, Hemet, CA 92544

Bruce Englebrecht

Real Estate, Trusts, Estate, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

Fallbrook, CA 92088

Carey Pickford

Power of Attorney, Wills, Trusts, Bankruptcy

Status: In Good Standing Licensed: 34 Years

CONTACT

38975 Sky Canyon Dr, Murrieta, CA 92563

Carl George Beatty

General Practice

Status: In Good Standing Licensed: 43 Years

CONTACT

33772 Flora Springs St, Temecula, CA 92592

Carleton Henry Morrison

Land Use & Zoning, Aviation, Trusts, Contract

Status: In Good Standing Licensed: 49 Years

CONTACT

Fallbrook, CA 92088

Carolyn Elizabeth Smelser

Trusts, Employee Rights, Family Law

Status: Inactive Licensed: 37 Years

CONTACT

29334 Castaway Ct, Menifee, CA 92585

Carson Rex Tallent

General Practice

Status: Inactive Licensed: 46 Years

CONTACT

45727 Calle Ayora, Temecula, CA 92592

Caryn Brown Meriwether

Trusts, Estate, Workers' Compensation, Employment

Status: Inactive Licensed: 48 Years

CONTACT

Bonsall, CA 92003

800-923-0641

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LEGAL TERMS

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

NET ESTATE

The value of all property owned at death less liabilities or debts.

FAMILY POT TRUST

See pot trust.

CREDIT SHELTER TRUST

See AB trust.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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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Temecula Trusts Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Bentley P. Jenkins

Bruce Mathews Wallis

Bruce Mathews Wallis

Bruce Englebrecht

Carey Pickford

Carl George Beatty

Carleton Henry Morrison

Carolyn Elizabeth Smelser

Carson Rex Tallent

Caryn Brown Meriwether

TIPS

LEGAL TERMS

TRUST DEED

NET ESTATE

FAMILY POT TRUST

CREDIT SHELTER TRUST

HOLOGRAPHIC WILL

GROSS ESTATE

PETITION

QDOT TRUST

DEVISEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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