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David Richard Johanson Lawyer

David Richard Johanson

VERIFIED
Criminal, Estate
Cum Laude

David assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on execut... (more)

Lynette Sung In Kim Lawyer

Lynette Sung In Kim

VERIFIED
Wills & Probate, Prenuptial Agreements, Family Law, Divorce & Family Law, Paternity

Hi, I’m Lynette Kim, mediator and collaborative attorney. Compassion for my clients is important to me, and that’s why I’ve remained a family... (more)

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CONTACT

213-468-0029

Alexander Daniel Mehdipour Lawyer

Alexander Daniel Mehdipour

VERIFIED
Accident & Injury, Real Estate, Employment, Business, Estate

Alex Mehdipour attended the University of California San Diego where he received his degree in political science. After graduating from UCSD, Mr. Mehd... (more)

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CONTACT

800-607-9540

David A. Schechet Lawyer

David A. Schechet

Estate, Estate Planning, Wills & Probate, Trusts, Guardianships & Conservatorships
California Estate Planning, Conservatorship, Guardianship, and Real Estate Lawyer

David A. Schechet is a client-first attorney with more than 35 years of legal experience. Knowledgeable in many areas of law, Attorney Schechet concen... (more)

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CONTACT

800-282-4731

John R. Ronge Lawyer

John R. Ronge

VERIFIED
Estate Planning, International Tax, Trusts, Estate, Wills

John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses... (more)

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CONTACT

800-759-7870

John R Ramos Lawyer

John R Ramos

VERIFIED
Estate, Trusts

John Ramos is a practicing lawyer in the state of California.

Scott Edward Rahn Lawyer

Scott Edward Rahn

VERIFIED
Wills & Probate, Trusts, Lawsuit & Dispute, Estate Administration, Real Estate

California attorney Scott Rahn resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace ... (more)

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CONTACT

800-754-9631

Solis  Cooperson Lawyer

Solis Cooperson

VERIFIED
Wills & Probate, Estate, Trusts, Tax

We specialize in: Probate, Wills and Estate Planning, Estate Litigation and special issues regarding Testamentary Competence and Elder Abuse.

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CONTACT

800-658-5040

Richard D. Freiman Lawyer

Richard D. Freiman

VERIFIED
Accident & Injury, Employment, Estate, Divorce & Family Law

Richard Freiman is a practicing attorney in the state of California. He received his J.D. from Brooklyn Law School and his LL.M in Taxation from New Y... (more)

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CONTACT

800-794-1361

Stephen  Burton Lawyer

Stephen Burton

VERIFIED
Bankruptcy & Debt, Estate, Lawsuit & Dispute, Real Estate, Tax

Attorney Burton got his first exposure to bankruptcy law early in his career: while still in law school, he clerked with a law firm that specialized i... (more)

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CONTACT

818-501-5055

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LEGAL TERMS

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)
A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

CURATOR

See conservator.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)
A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)
Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)
A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

KINDRED

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

LIFE BENEFICIARY

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

GRANTOR

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

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.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (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 ...