Bolinas Trusts Lawyer, California

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Debra Ann Whitehouse

Estate Planning, Elder Law, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  34 Years

Philip A Robb

International Tax, Wills, Trusts, Estate Planning, Business
Status:  In Good Standing           Licensed:  34 Years

Michael Farrell Kelly

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  51 Years

Sylvia K. Shapiro

Litigation, Trusts, Estate Planning, Family Law
Status:  In Good Standing           Licensed:  52 Years

Louis Anthony Napoli

Real Estate, Trusts, Estate, Divorce & Family Law
Status:  In Good Standing           

Alexis M Lynch

Trusts, Divorce & Family Law
Status:  In Good Standing           Licensed:  13 Years

Kelly Rose Mason

Trusts, Estate
Status:  In Good Standing           Licensed:  15 Years

Michelle Collins Lerman

Trusts, Estate Planning, Estate, Wills
Status:  In Good Standing           Licensed:  41 Years

John Richard Cuerva

Estate Planning, Contract, Elder Law, Family Law, Trusts
Status:  In Good Standing           Licensed:  15 Years

Herbert Matthew Rowland

Professional Responsibility, Construction, Trusts, Products Liability
Status:  In Good Standing           

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LEGAL TERMS

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.

FAILURE OF ISSUE

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

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)
All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...