Cayucos Estate Planning Lawyer, California

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Gift Taxation

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

756 Santa Rosa Street, San Luis Obispo, CA 93401

William Robert Benz

Wills, Trusts, Estate Planning, Business

Status: Inactive Licensed: 59 Years

CONTACT

2233 Emerald Cir, Morro Bay, CA 93442

Skye M F Christakos

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

Los Osos, CA 93412

Anne Catherine Cyr

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

Los Osos, CA 93412

James Keith George

Estate Planning

Status: Inactive Licensed: 55 Years

CONTACT

Los Osos, CA 93412

Brighton Kilian Hushing

Estate Planning, International Tax, Bankruptcy, Contract, Commercial Real Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Atascadero, CA 93423

Robert Maurice Jones

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 46 Years

CONTACT

Atascadero, CA 93423

Jonathan Ian Miller

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

1330 Las Encinas Dr, Los Osos, CA 93402

Glen Robert Lewis

Real Estate, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 50 Years

CONTACT

5855 Capistrano Ave, Atascadero, CA 93422

Beau Sterling Davis

Tax, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

7191 Santa Ysabel Ave, Atascadero, CA 93422

800-923-0641

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LEGAL TERMS

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

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.

CURATOR

See conservator.

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.'

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

FUNDING A TRUST

Transferring ownership of property to a trust.

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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Cayucos Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Stephen K Hall

William Robert Benz

Skye M F Christakos

Anne Catherine Cyr

James Keith George

Brighton Kilian Hushing

Robert Maurice Jones

Jonathan Ian Miller

Glen Robert Lewis

Beau Sterling Davis

TIPS

LEGAL TERMS

DISINHERIT

EXEMPTION TRUST

AUGMENTED ESTATE

PERSONAL PROPERTY

CURATOR

TRUST CORPUS

REAL ESTATE AGENT

PROBATE COURT

FUNDING A TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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