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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

John A. Mangini

Wills, Wills & Probate, Estate Planning, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

400 Oyster Point Blvd, South San Francisco, CA 94080

Anne Marie Paolini-Mori

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

22 Ocean Ave, San Francisco, CA 94112

Thomas Rex Schuttish

Dispute Resolution, International, Intellectual Property, Gift Taxation

Status: In Good Standing Licensed: 51 Years

CONTACT

460 Duncan St, San Francisco, CA 94131

Kerry Riordan Sykes

Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

377 West Portal Ave, San Francisco, CA 94127

James T Popin

Trusts, Gift Taxation, Estate, Corporate

Status: In Good Standing Licensed: 58 Years

CONTACT

960 Rhode Island St, San Francisco, CA 94107

Robert Hoyt Daniels

Lawsuit & Dispute, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 51 Years

CONTACT

1685 8Th Ave, San Francisco, CA 94122

Mario Gino Paolini

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

22 Ocean Ave, San Francisco, CA 94112

Michael Joseph Woo

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 42 Years

CONTACT

97 Belmont Dr, Daly City, CA 94015

Diane Alexandra Green

Tax, Gift Taxation

Status: Inactive Licensed: 38 Years

CONTACT

290 Hazelwood Ave, San Francisco, CA 94127

Stephen J. Harrover

Gift Taxation

Status: Inactive Licensed: 47 Years

CONTACT

21 Elsie St, San Francisco, CA 94110

800-923-0641

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

NET ESTATE

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

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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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Brisbane Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

John A. Mangini

Anne Marie Paolini-Mori

Thomas Rex Schuttish

Kerry Riordan Sykes

James T Popin

Robert Hoyt Daniels

Mario Gino Paolini

Michael Joseph Woo

Diane Alexandra Green

Stephen J. Harrover

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

PETITION

TRUST CORPUS

AUGMENTED ESTATE

TRUST MERGER

SPENDTHRIFT TRUST

HEIR AT LAW

NET ESTATE

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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