Long Beach, CA
Estate planning Lawyer at Long Beach, CA
Practice Areas: Estate Planning, Probate
OUTCOME: Court approved
Filed Petition to Approve Settlement between life partner of deceased individual who died intestate (without a will). Helped negotiate settlement between decedent’s intestate heir (his mother) and his ... life partner that was very favorable to our client and avoided a protracted court battle. Court approved the multi-million dollar settlement for our client
OUTCOME: Court approved
Filed Petition to Modify Trust to eliminate the need to split a mandatory A/B Trust into two separate trusts. The split was no longer necessary or wanted by the surviving Settlor due to the change in e ... state tax legislature since the trust's creation in 2012. Court approved modification to continue as a single, simple trust structure for the lifetime of the surviving Settlor.
OUTCOME: Court approved
Filed Petition to Modify Trust to eliminate the need to split a mandatory A/B Trust into two separate trusts. The split was no longer necessary or wanted by the surviving Settlor due to the change in e ... state tax legislature since the trust's creation in 1999. Court approved modification to continue as a single, simple trust structure for the lifetime of the surviving Settlor.
OUTCOME: Court approved
Filed Petition to Modify Trust to eliminate the need to split a mandatory A/B Trust into two separate trusts. The split was no longer necessary or wanted by the surviving Settlor due to the change in e ... state tax legislature since the trust's creation in 1999. Court approved modification to continue as a single, simple trust structure for the lifetime of the surviving Settlor.
OUTCOME: Court Approved
Filed Petition to Determine Succession to Real Property in the Estate of Bell for an interest she owned in oil rights which were never transferred into the name of her living trust. I successfully gai ... ned the court's approval for my clients as the co-trustees of the trust. The interest was conveyed to the trust by Order, the Order was recorded, and we then successfully transferred the oil rights to the beneficiaries of the trust.
OUTCOME: Court Approved
Filed Petition to Modify Trust in the Matter of the Shook Family Trust to eliminate the need to split a mandatory A/B Trust into two separate trusts. The split was no longer necessary or wanted by the ... surviving Settlor due to the change in estate tax legislature since the trust's creation in 1993. Court approved modification to continue as a single, simple trust structure for the lifetime of the surviving Settlor.
OUTCOME: Court Approved
Filed Spousal Property Petition in the Estate of Wagstaff to transfer the decedent's one-half of community property to his surviving spouse. Decedent had put accounts just in his name for convenience ... purposes only. All were acquired with community property funds during the marriage.
OUTCOME: Court Approved
Filed Petition to Modify Trust in the Matter of the Alves Trust to eliminate the need to split a mandatory A/B Trust into two separate trusts. The split was no longer necessary or wanted by the surviv ... ing Settlor due to the change in estate tax legislature since the trust's creation in 1999. Court approved modification to continue as a single, simple trust structure for the lifetime of the surviving Settlor.
OUTCOME: Court Approved
Filed Petition for Order Accepting Resignations of Co-Trustees; and for Order Appointing Successor Trustee to Fill Vacancy in the Matter of the Gray Trust. Court approved and our client was named as S ... uccessor Trustee and a back-up was put in place after her as well.
OUTCOME: Court Approved
Filed Petition for Probate in the Estate of Lopez, which involved submitting the decedent's Will to probate, getting executor appointed as personal representative, and facilitating distribution of dece ... dent's property via testate succession.
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