Arcadia Trusts Lawyer, California, page 4

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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
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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
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Lowell Harris Orren

Trusts, Estate

Status: Licensed: 34 Years

CONTACT

1100 E Green St, Pasadena, CA 91106

Darrell Charles Clapp

Trusts, Estate

Status: Licensed: 32 Years

CONTACT

234 Pasqual Ave, San Gabriel, CA 91775

M Denise Kristof

Litigation, Trusts, Estate Planning, Estate

Status: Licensed: 26 Years

CONTACT

1122 E Green St, La Canada Flintridge, CA 91106

Kevin Kin Chun Chiu

Estate Planning, Family Law, Commercial Real Estate, Trusts, Estate

Status: Licensed: 18 Years

CONTACT

1055 E Colorado Blvd, La Canada Flintridge, CA 91106

Joy Demetria Bass

Trusts, Estate

Status: Licensed: 24 Years

CONTACT

1613 Chelsea Rd, San Marino, CA 91108

Patrick Thomas Green

Estate Planning, Bankruptcy, Trusts, Wills, Consumer Bankruptcy

Status: Licensed: 34 Years

CONTACT

1010 E Union St, La Canada Flintridge, CA 91106

Emmett A. Tompkins

Trusts

Status:

CONTACT

320 N Garfield Ave, Alhambra, CA 91801

Robert J Gomez

Trusts, Estate

Status: Licensed: 48 Years

CONTACT

10 W Bay State St, Alhambra, CA 91802

William Alun Gealy

Trusts, Estate

Status: Licensed: 29 Years

CONTACT

888 N Allen Ave, La Canada Flintridge, CA 91104

Roger Adams

Tax, Trusts, Gift Taxation

Status: Licensed: 53 Years

CONTACT

1285 E Altadena Dr, Altadena, CA 91001

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LEGAL TERMS

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

MARITAL LIFE ESTATE TRUST

See AB trust.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

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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Arcadia Trusts Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Lowell Harris Orren

Darrell Charles Clapp

M Denise Kristof

Kevin Kin Chun Chiu

Joy Demetria Bass

Patrick Thomas Green

Emmett A. Tompkins

Robert J Gomez

William Alun Gealy

Roger Adams

TIPS

LEGAL TERMS

PER STIRPES

MARITAL LIFE ESTATE TRUST

GRANT DEED

INTER VIVOS TRUST

STATUTORY SHARE

INVENTORY

AB TRUST

CHARITABLE TRUST

QDOT TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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