Acampo Estate Planning Lawyer, California

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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

Scott L. Harper

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

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3031 West March Lane, Stockton, CA 95219

Jason Borg

Family Law, Wills & Probate, Child Support, Estate Planning

Status: In Good Standing

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9401 E. Stockton Blvd., Elk Grove, CA 95624

Jerry D Hall

Corporate, Business & Trade, Business Organization, Estate Planning

Status: In Good Standing

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3031 West March Lane, Stockton, CA 95219

Sabrina Miaei Schneweis-Coe

Estate Planning, Trusts, Mediation, Family Law

Status: In Good Standing

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404 West Pine Street, Lodi, CA 95240

Francis Xavier Mohan

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 31 Years

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801 S Ham Ln, Lodi, CA 95242

Andrew David Smith

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: In Good Standing Licensed: 27 Years

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115 W Walnut St, Lodi, CA 95240

Antone Lee Zupo

Tax, International Tax, International, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

1174 Orangewood Dr, Lodi, CA 95240

Jeffrey Ernest Prag

International Tax, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

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5250 Claremont Ave, Stockton, CA 95207

Christopher Herrick Engh

Lawsuit & Dispute, Trusts, Estate Planning, DUI-DWI

Status: In Good Standing

CONTACT

7540 Shoreline Dr, Stockton, CA 95219

Dennis Shore

Litigation, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 50 Years

CONTACT

1617 Saint Marks Plz, Stockton, CA 95207

800-923-0641

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LEGAL TERMS

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SUCCESSOR TRUSTEE

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

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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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Acampo Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Scott L. Harper

Jason Borg

Jerry D Hall

Sabrina Miaei Schneweis-Coe

Francis Xavier Mohan

Andrew David Smith

Antone Lee Zupo

Jeffrey Ernest Prag

Christopher Herrick Engh

Dennis Shore

TIPS

LEGAL TERMS

ANCILLARY PROBATE

CONTINGENT BENEFICIARY

SUCCESSOR TRUSTEE

ESTATE PLANNING

QTIP TRUST

TRUSTEE

CONSERVATOR

OFFICER

SPRINKLING TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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