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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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2. Email
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Includes: Gift Taxation

James Jackson Phillips

Trusts, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

4900 Hopyard Rd, Pleasanton, CA 94588

William Dana Wollesen

Foreign Investment, Estate Planning, Business & Trade, Corporate

Status: In Good Standing Licensed: 17 Years

CONTACT

4733 Chabot Dr, Pleasanton, CA 94588

Nickolas Paul Tooliatos

Dispute Resolution, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

5000 Hopyard Rd, Pleasanton, CA 94588

Gary Steven Costello

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

7080 Donlon Way, Pleasanton, CA 94568

Ivan O B Morse

Trusts, Estate Planning, DUI-DWI, Criminal

Status: In Good Standing Licensed: 43 Years

CONTACT

2311 Corte De La Jara, Pleasanton, CA 94566

Carol Joyce Kern

Tax, International, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 32 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

John T Chamberlin

Farms, Estate Planning, Divorce, Child Support

Status: In Good Standing Licensed: 38 Years

CONTACT

699 Peters Ave, Pleasanton, CA 94566

Patricia Askey Leong

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

3180 Crow Canyon Pl, San Ramon, CA 94583

Allen Thompson Ratcliffe

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 35 Years

CONTACT

3150 Crow Canyon Pl, San Ramon, CA 94583

Paul Raphael Antebi

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

6001 Bollinger Canyon Road, San Ramon, CA 94583

800-923-0641

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LEGAL TERMS

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

CREDIT SHELTER TRUST

See AB trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

CURATOR

See conservator.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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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Dublin Estate Planning Lawyer, California

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

James Jackson Phillips

William Dana Wollesen

Nickolas Paul Tooliatos

Gary Steven Costello

Ivan O B Morse

Carol Joyce Kern

John T Chamberlin

Patricia Askey Leong

Allen Thompson Ratcliffe

Paul Raphael Antebi

TIPS

LEGAL TERMS

BANKRUPTCY ESTATE

CREDIT SHELTER TRUST

SUCCESSION

ABATEMENT

GROSS ESTATE

FAILURE OF ISSUE

ALTERNATE BENEFICIARY

CURATOR

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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