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Dixon Howell
About | Practice Areas
Business Law Group
1800 Hamilton Ave Suite 240 San Jose, CA 95125» view map
Estate Law
Legal & Business Solutions

At Business Law Group, we focus on serving the business-related legal needs of businesses and individuals. We deal extensively with start-up and emerging growth companies.

800-714-9261
1. Dixon Howell San Jose, CA
  Attorney at Law - CA, 1967
  University of California J.D. 1967
2. AboutBusiness Law Group
  Legal & Business Solutions
3. Practice AreasExpertise
  Estate Law
1. Contact
2. Email
3. Refer
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7. Profile

Includes: Gift Taxation

Dutch Meyer

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Accident & Injury, Estate Planning, Real Estate, Business, Landlord-Tenant

Proven, Client-focused, Trial-ready.

Monterey Peninsula Law Inc. is devoted to our clients. We are knowledgeable, expedient, and meticulous about details. We are honest and provide our cl... (more)

FREE CONSULTATION

CONTACT

831-603-0603

31 Upper Ragsdale Dr., Monterey, CA 93940

Nancy W Green

Estate Planning, Family Law, Litigation, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

26415 Carmel Rancho Boulevard, Carmel, CA 93923

Ronald A. Parravano

Estate Planning, Corporate, Contract, Business Organization

Status: In Good Standing

CONTACT

198 Bonifacio Place, Monterey, CA 93940

Jennifer Lynn Walker

Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

24591 Silver Cloud Ct, Monterey, CA 93940

Donald Forrest Leach

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

24591 Silver Cloud Ct, Monterey, CA 93940

Andrew Edward Creely

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

26619 Carmel Center Pl, Carmel By The Sea, CA 93923

Francis Peabody Lloyd

Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

26385 Carmel Rancho Blvd, Carmel By The Sea, CA 93923

Albert John Nicora

Prosecution, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 44 Years

CONTACT

26385 Carmel Rancho Blvd, Carmel By The Sea, CA 93923

Sean Flavin

Trusts, Tax, Estate Planning, Real Estate

Status: In Good Standing

CONTACT

26385 Carmel Rancho Boulevard, Carmel, CA 93923

Anthony T. Karachale

Tax, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

26385 Carmel Rancho Blvd, Carmel By The Sea, CA 93923

800-923-0641

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LEGAL TERMS

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

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).

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.

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 Sur Estate Planning Lawyer, California

Sponsored Law Firm

Business Law Group

SPONSORED LAWYERS

Dutch Meyer

Nancy W Green

Ronald A. Parravano

Jennifer Lynn Walker

Donald Forrest Leach

Andrew Edward Creely

Francis Peabody Lloyd

Albert John Nicora

Sean Flavin

Anthony T. Karachale

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

MARITAL LIFE ESTATE TRUST

QTIP TRUST

PROVING A WILL

GRANT DEED

BYPASS TRUST

GROSS ESTATE

CHARITABLE TRUST

REMAINDERMAN

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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