Valley Center Trusts Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
4. Blog
5. Visit:
6. Website
7. Profile

Scott Campbell Tolstad

Power of Attorney, Estate, Estate Administration, Trusts, Wills & Probate

Status: In Good Standing Licensed: 42 Years

CONTACT

Valley Center, CA 92082

Andy B Aston

Trusts

Status: In Good Standing Licensed: 27 Years

CONTACT

Pauma Valley, CA 92061

Jennett Maniscalco

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

10354 Vista Montanoso, Escondido, CA 92026

Garth O. Reid

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

319 E 2nd Ave, Escondido, CA 92025

David John O'Connell

Commercial Real Estate, Trusts, Employee Rights, Corporate

Status: In Good Standing

CONTACT

104 W Grand Ave, Escondido, CA 92025

Joseph M. Lisi

Trusts

Status: Inactive Licensed: 60 Years

CONTACT

10909 Meadow Glen Way E, Escondido, CA 92026

Noel Matthew Allen

Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

247 E 4Th Ave, Escondido, CA 92025

Ira Stanley Carlin

Other, Trusts, Pension & Benefits, Occupational Safety & Health

Status: In Good Standing

CONTACT

235 E 4Th Ave, Escondido, CA 92025

Ione Mary Rummery

Status: In Good Standing Licensed: 23 Years

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

John George Yphantides

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

539 W Grand Ave, Escondido, CA 92025

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Valley Center Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Scott Campbell Tolstad

Andy B Aston

Jennett Maniscalco

Garth O. Reid

David John O'Connell

Joseph M. Lisi

Noel Matthew Allen

Ira Stanley Carlin

Ione Mary Rummery

John George Yphantides

TIPS

LEGAL TERMS

RESIDUARY ESTATE

HOLOGRAPHIC WILL

REMAINDERMAN

EXEMPTION TRUST

KINDRED

CERTIFICATION OF TRUST

QTIP TRUST

PUBLIC ADMINISTRATOR

TRUST MERGER

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details