San Diego Estate Lawyer, California

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Alejandra  Rodriguez Lawyer

Alejandra Rodriguez

VERIFIED
Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

Sandy Sofia Isaac Lawyer

Sandy Sofia Isaac

VERIFIED
Bankruptcy & Debt, Business, Divorce & Family Law, Estate

Sandy Isaac is a member of Preovolos Lewin & Hezlep ALC’s Trusts & Estates department and has particular experience in Estate Planning, Probate, Tru... (more)

FREE CONSULTATION 

CONTACT

800-321-7510

Marlene J Keen Lawyer

Marlene J Keen

VERIFIED
Divorce & Family Law, Divorce, Child Custody, Family Law, Estate

San Diego Family Law Divorce Attorney, Marlene J. Keen limits her practice to Family Law matters including Divorce, Dissolution of Marriage,... (more)

Joseph Crane Lavelle Lawyer

Joseph Crane Lavelle

VERIFIED
Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION 

CONTACT

619-655-3656

Craig Eugene Dwyer Lawyer

Craig Eugene Dwyer

VERIFIED
Bankruptcy & Debt, Credit & Debt, Collection, Trusts, Wills & Probate

Craig E. Dwyer, Esq., has represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Rivers... (more)

FREE CONSULTATION 

CONTACT

800-486-2210

Gerald Patrick Burleson Lawyer

Gerald Patrick Burleson

VERIFIED
Estate, Trusts, Estate Administration

Gerald Burleson is a practicing lawyer in the state of California handling Estate matters.

Jeffrey D Schreiber Lawyer

Jeffrey D Schreiber

VERIFIED
Estate, Bankruptcy & Debt

Jeffrey D Schreiber is a practicing lawyer in the state of California.

Jackie Robert Geller Lawyer

Jackie Robert Geller

Bankruptcy & Debt, Estate, Tax, Divorce & Family Law, Family Law
Bankruptcy, Estate Planning, Tax and Family Law

Jackie Robert Geller is a graduate of Thomas Jefferson School of Law. A member of the California State Bar since 1980, Attorney Jackie Robert Geller h... (more)

FREE CONSULTATION 

CONTACT

800-750-5991

Denise Lissette Diaz Lawyer

Denise Lissette Diaz

VERIFIED
Divorce & Family Law, Employment, Estate, Real Estate Other

Denise Lissette Diaz is a practicing lawyer in the state of California handling family law matters.

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Lawyer.com can help you easily and quickly find San Diego Estate Lawyers and San Diego Estate Law Firms. Refine your search by specific Estate practice areas such as Estate Planning, Trusts, Wills & Probate and Power of Attorney matters.

LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)
Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.'

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)
A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

TITLE COMPANY

A company that issues title insurance.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

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 ...