Whittier Estate Planning Lawyer, California, page 4

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Mark Gomez
About | Practice Areas
Gomez Law, APC
3250 Wilshire Blvd Suite 1901 Los Angeles, CA 90010» view map
Estate Law
Dedication. Compassion. Trust.

Whether you are looking to purchase a house or commercial property or in the process of probate, we are here to provide the legal support you need to help you move forward.

800-901-4291
1. Mark Gomez Los Angeles, CA
  Attorney at Law - CA, 2013
  Rutgers University J.D. 2012
2. AboutGomez Law, APC
  A Modern Approach To Your Home & Your Future
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Steven R. Patterson

Estate Planning, Family Law, Real Estate

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1800 E. Imperial Hwy, Brea, CA 92821

Christopher A. Poulos

Wills, Trusts, Estate Planning, Estate Planning

Status: Licensed: 37 Years

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101 N Orange Ave, West Covina, CA 91790

Renee Marie Rodda

International, Trusts, Gift Taxation, Business

Status: Licensed: 21 Years

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1134 N Gilbert, Anaheim, CA 92801

Ning Xie

Tax, Gift Taxation

Status: Licensed: 11 Years

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425 W Orangethorpe Ave, Fullerton, CA 92832

Marie Alice Cioth

Private Schools, Trusts, Estate Planning, Partnerships

Status: Licensed: 34 Years

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12800 Center Court Dr, Cerritos, CA 90703

David Daniel Hiskey

Other, Trusts, Estate Planning, DUI-DWI

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151 N Kraemer Blvd, Placentia, CA 92870

Traci Ly

Tax, International, Gift Taxation

Status: Licensed: 20 Years

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417 W Adams Ave, Alhambra, CA 91801

Elizabeth Robinson

Estate Planning, Wills

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13104 Philadelphia Street., Whittier, CA 90601

Robert William Renken

Tax, Trusts, Gift Taxation

Status: Licensed: 33 Years

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1600 Huntington Dr, South Pasadena, CA 91030

Robert Forbes Becker

Gift Taxation, Tax

Status: Licensed: 45 Years

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440 N Barranca Ave, Covina, CA 91723

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LEGAL TERMS

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

DEED OF TRUST

See trust deed.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

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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Whittier Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Gomez Law, APC

SPONSORED LAWYERS

Steven R. Patterson

Christopher A. Poulos

Renee Marie Rodda

Ning Xie

Marie Alice Cioth

David Daniel Hiskey

Traci Ly

Elizabeth Robinson

Robert William Renken

Robert Forbes Becker

TIPS

LEGAL TERMS

SPENDTHRIFT TRUST

PROBATE

BENEFICIARY

DEED OF TRUST

ADEMPTION

KINDRED

ABATEMENT

FUNDING A TRUST

TRUST MERGER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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