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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
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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 Mcguire Bell

Tax, Gift Taxation, Estate, Bankruptcy & Debt

Status: In Good Standing

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5200 N Palm Ave, Fresno, CA 93704

Harold H Bolen

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

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5088 N Fruit Ave, Fresno, CA 93711

Robert Anthony Mallek

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 46 Years

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5088 N Fruit Ave, Fresno, CA 93711

Randolf Krbechek

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

Status: In Good Standing

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5260 N Palm Ave, Fresno, CA 93704

Ronald Arch Henderson

Tax, Gift Taxation, Corporate, Business

Status: In Good Standing

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8080 N Palm Ave 3Fl, Fresno, CA 93729

Scott Neill Mccallum

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 43 Years

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2444 Main St, Fresno, CA 93721

800-923-0641

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LEGAL TERMS

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

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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Big Creek Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

James Mcguire Bell

Harold H Bolen

Robert Anthony Mallek

Randolf Krbechek

Ronald Arch Henderson

Scott Neill Mccallum

TIPS

LEGAL TERMS

CHARITABLE TRUST

INCOMPETENCE

TRUSTEE POWERS

RESIDUARY ESTATE

REMAINDERMAN

SUCCESSION

NET ESTATE

GRANTOR

PETITION

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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