Cazadero Estate Planning Lawyer, California

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Includes: Gift Taxation

Stephen Joseph Healy Lawyer

Stephen Joseph Healy

VERIFIED
Estate Planning, Workers' Compensation, Insurance, Products Liability, Aviation

Stephen Healy has practiced law for over 27 years, now focusing his practice on asbestos compensation claims and asbestos civil litigation in state an... (more)

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CONTACT

707-772-5496

Thomas Reed Sink

Trusts, Gift Taxation, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  40 Years

Robin Rudderow

Immigration, Trusts, Estate Planning, Criminal
Status:  In Good Standing           Licensed:  38 Years

Garrett Murphy Civian

Gift Taxation
Status:  In Good Standing           Licensed:  12 Years

William Paul Matz

Tax, Real Estate, Gift Taxation
Status:  In Good Standing           Licensed:  43 Years

Daniel Earl Davis

Intellectual Property, Gift Taxation, Juvenile Law, Business, Personal Injury
Status:  In Good Standing           

Deborah Groome Corlett

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           

Steven Murray Goldberg

Estate Planning, International Tax, Products Liability, Aviation, Family Law
Status:  In Good Standing           Licensed:  40 Years

Richard Walter Power

Tax, Commercial Real Estate, International, Gift Taxation
Status:  In Good Standing           Licensed:  54 Years

Jeffrey Aitken Titus

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  40 Years

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Free Help: Use This Form or Call 800-943-8690

Member Representative

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800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Cazadero Estate Planning Lawyers and Cazadero Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)
The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)
Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)
The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

FAILURE OF ISSUE

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

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.

TRUSTEE POWERS

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

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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. ...