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

Leonora Gorelik

Bankruptcy, Gift Taxation, Wills, Tax, Trusts

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

Business, Civil Rights, Estate Planning, International Tax, Real Estate

Status: Licensed: 55 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Larry Dean Stratton

Civil Rights, Estate, Trusts, Estate Planning, Trusts

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

Civil Rights, Gift Taxation, Tax, Trusts

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

Heaja Kim Hsia

Civil Rights, Gift Taxation, International, Tax

Status: Licensed: 21 Years

CONTACT

20412 Tulsa St, Chatsworth, CA 91311

Kenneth Robert Schild

Tax, International, Gift Taxation, Business

Status: Licensed: 56 Years

CONTACT

3369 Alginet Dr, Encino, CA 91436

800-814-6700

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LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

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.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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.

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

Leonora Gorelik

Joyce Johns Pearson

Jack C Glantz

Richard Andrew Corleto

Larry Dean Stratton

Phillip A Kass

Nancy Ann Reinhardt

Jaclyn K Cunanan

Heaja Kim Hsia

Kenneth Robert Schild

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

SUMMARY PROBATE

GRANT DEED

ENDOWMENT INSURANCE

AB TRUST

TESTAMENTARY TRUST

RESIDUARY BENEFICIARY

RULE AGAINST PERPETUITIES

ABATEMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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