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William S Lawler Lawyer

William S Lawler

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Trusts, Estate Planning, Business, Corporate

Mr. Lawler has over thirty (30) years of experience in representing business clients in formation, organization, corporate governance, corporate finan... (more)

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480-339-0181

Randall B Schmidt Lawyer

Randall B Schmidt

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

Mr. Schmidt proudly represents his clients in all estate matters in the San Francisco and surrounding areas.

Michael Byron Cohen Lawyer

Michael Byron Cohen

VERIFIED
Accident & Injury, Business, Estate, Real Estate, Divorce & Family Law

Personal Injury, Business, Civil Rights, Real Estate, Family Law

Paul John Barulich Lawyer

Paul John Barulich

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Estate, Real Estate, Trusts, Lawsuit & Dispute, Business

Paul J. Barulich is the founder, Shareholder, and Director at Barulich Dugoni & Suttmann Law Group, Inc. Mr. Barulich's law practice focuses on estate... (more)

Adamont N Georgeson Lawyer

Adamont N Georgeson

VERIFIED
Real Estate, Estate, Business

Adamont N. “Monty” Georgeson is the principal attorney at Georgeson Law Group. He provides individual attention to each client, ensuring they know... (more)

James H. Oddie

Business Organization, Family Law, Corporate, Estate Planning
Status:  In Good Standing           

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Richard M. Bryan

Mediation, Trusts, Prenuptial Agreements, Family Law, Divorce & Family Law
Status:  In Good Standing           

Richard D. Shively

Bad Faith, Estate Planning, Family Law, Corporate
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Jeffrey G. Gibson

Civil Rights, Estate Planning, Litigation, Natural Resources
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Suzan H. Grisanti

Criminal, Estate Planning
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Lawyer.com can help you easily and quickly find San Francisco Estate Lawyers and San Francisco 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

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

CURATOR

See conservator.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)
A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

SURROGATE COURT

See probate court.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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 ...