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Amanda Johnson
About | Practice Areas
Johnson and Cruz, PC
3711 N Harbor Blvd Suite A Fullerton, CA 92835» view map
Estate and Real Estate Law
Thoughtful, Reputable and Determined

Johnson and Cruz, PC is a Fullerton-based law firm that serves clients throughout Orange County.

800-943-1840
1. Amanda Johnson Fullerton, CA
  Attorney at Law- CA
  Trinity Law School, J.D. 2015
2. AboutJohnson and Cruz, PC
  Thoughtful, Reputable and Determined
3. Practice AreasExpertise
  Estate
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Michael Thomas Walsh

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Estate, Trusts, Wills & Probate

Years Of Experience In Estate Planning

Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Est... (more)

CONTACT

800-256-1590

4425 Jamboree Rd, Newport Beach, CA 92660

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Peter J Linden

Estate Administration, Estate Planning, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

2500 Anniversary Lane, Newport Beach, CA 92660

Mary G. Finlay

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

David W. Klasing

Franchising, Wills & Probate, Corporate, Wills

Status: In Good Standing

CONTACT

2603 MAIN ST #1180, Irvine, CA 92614

Joseph A Walker

Real Estate, Motor Vehicle, Estate Planning, Estate

Status: In Good Standing

CONTACT

3991 MacArthur Blvd., Newport Beach, CA 92660

Tomohiro J. Kagami

Estate Administration, Guardianships & Conservatorships, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

4400 Macarthur Blvd, Newport Beach, CA 92658

Stuart A. McKenzie

Estate Planning, Trusts, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

9042 Garfield Ave, Huntington Beach, CA 92646

W. Bailey Smith

Wills & Probate, Trusts, Wills

Status: In Good Standing

CONTACT

2603 Main Street, Irvine, CA 92614

Robert L Wishner

Administrative Law, Corporate, Contract, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

18022 Cowan, Irvine, CA 92614

800-923-0641

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LEGAL TERMS

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.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

FAMILY POT TRUST

See pot trust.

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

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.

SURROGATE COURT

See probate court.

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 ...

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Costa Mesa Estate Lawyer, California

Sponsored Law Firm

Johnson and Cruz, PC

SPONSORED LAWYERS

Michael Thomas Walsh

Stacy Olsen

Peter J Linden

Mary G. Finlay

David W. Klasing

Joseph A Walker

Tomohiro J. Kagami

Stuart A. McKenzie

W. Bailey Smith

Robert L Wishner

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

FAMILY ALLOWANCE

ABATEMENT

FAMILY POT TRUST

AB TRUST

TRUSTEE POWERS

EXEMPTION TRUST

QDOT TRUST

SURROGATE COURT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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