Blue Jay Estate Planning 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

Includes: Gift Taxation

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

3633 Inland Empire Boulevard, Ontario, CA 91764

Joseph L. Borrie

Gift Taxation, Bankruptcy

Status: Inactive Licensed: 46 Years

CONTACT

Running Springs, CA 92382

Arthur C Evangelista

Immigration, Tax, Estate Planning, Family Law

Status: In Good Standing Licensed: 31 Years

CONTACT

685 W 2nd St, San Bernardino, CA 92410

Walter Thomas Moore

Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

7820 Boulder Ave, Highland, CA 92346

John Kevin Mirau

Tax, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Robert Wareing Cannon

Trusts, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Christopher Aaron Shumate

Other, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

Matthew Murillo

Estate Planning, DUI-DWI, Criminal, Business & Trade

Status: In Good Standing

CONTACT

1255 W Colton Ave, Redlands, CA 92374

J. David Horspool

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

300 E State St, Redlands, CA 92373

Paul Martin Shimoff

Tax, International Tax, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

Redlands, CA 92375

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

LIFE BENEFICIARY

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

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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.

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.

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.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Blue Jay Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Angela Y. Shin

Joseph L. Borrie

Arthur C Evangelista

Walter Thomas Moore

John Kevin Mirau

Robert Wareing Cannon

Christopher Aaron Shumate

Matthew Murillo

J. David Horspool

Paul Martin Shimoff

TIPS

LEGAL TERMS

LIFE BENEFICIARY

INHERITANCE TAXES

SPECIAL ADMINISTRATOR

ENTITY

FAMILY ALLOWANCE

LAPSE

PROBATE COURT

GROSS ESTATE

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details