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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FREE CONSULTATION

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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

CONTACT

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

CONTACT

1600 Huntington Dr, South Pasadena, CA 91030

Robert Forbes Becker

Gift Taxation, Tax

Status: Licensed: 45 Years

CONTACT

440 N Barranca Ave, Covina, CA 91723

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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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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

SURVIVING SPOUSE'S TRUST

SPECIAL ADMINISTRATOR

ANCILLARY PROBATE

AB TRUST

GRANTOR

SUCCESSOR TRUSTEE

HOLOGRAPHIC WILL

PREDECEASED SPOUSE

MINERAL RIGHTS

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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