Reseda Estate Planning 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
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
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Includes: Gift Taxation

Paul Allan Lenz

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

Status: Licensed: 64 Years

CONTACT

16542 Ventura Blvd, Encino, CA 91436

Harvey Stuart Gettleson

Tax, International, Gift Taxation

Status: Licensed: 47 Years

CONTACT

16000 Ventura Blvd, Encino, CA 91436

Leonora Gorelik

Tax, Trusts, Gift Taxation

Status: Licensed: 19 Years

CONTACT

3835 Hayvenhurst Ave, Encino, CA 91436

Joyce Johns Pearson

Trusts, Gift Taxation, Family Law, Business

Status: Licensed: 38 Years

CONTACT

5550 Topanga Canyon Blvd, Calabasas, CA 91367

Jack C Glantz

Tax, International, Trusts, Estate Planning

Status: Licensed: 64 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Richard Andrew Corleto

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: Licensed: 55 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Larry Dean Stratton

Trusts, Estate Planning, Estate

Status: Licensed: 41 Years

CONTACT

20750 Ventura Blvd, Calabasas, CA 91364

Phillip A Kass

Tax, International, Gift Taxation

Status: Licensed: 42 Years

CONTACT

4438 Haskell Ave, Encino, CA 91436

Nancy Ann Reinhardt

Tax, Trusts, Gift Taxation

Status: Licensed: 35 Years

CONTACT

15303 Ventura Blvd, Encino, CA 91403

Jaclyn K Cunanan

International, Trusts, Gift Taxation, Estate

Status: Licensed: 16 Years

CONTACT

Panorama City, CA 91412

800-814-6700

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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.

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.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

MARITAL LIFE ESTATE TRUST

See AB trust.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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. ...

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Reseda Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Paul Allan Lenz

Harvey Stuart Gettleson

Leonora Gorelik

Joyce Johns Pearson

Jack C Glantz

Richard Andrew Corleto

Larry Dean Stratton

Phillip A Kass

Nancy Ann Reinhardt

Jaclyn K Cunanan

TIPS

LEGAL TERMS

PER STIRPES

TRUST MERGER

INHERITANCE TAXES

HEIR AT LAW

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

MARITAL LIFE ESTATE TRUST

RESIDUARY BENEFICIARY

SPRINKLING TRUST

DEVISEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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