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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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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: 34 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

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

GRANTOR

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

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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

Law Office of David E. Castro

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

SUMMARY PROBATE

AUGMENTED ESTATE

GRANTOR RETAINED INCOME TRUST

GENERATION-SKIPPING TRANSFER TAX

PRETERMITTED HEIR

LETTERS TESTAMENTARY

GRANTOR

PETITION

ADMINISTRATION (OF AN ESTATE)

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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