Cazadero Estate Planning Lawyer, California, page 5

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Includes: Gift Taxation

Reginald Regan Hindley

Commercial Real Estate, Dispute Resolution, Gift Taxation, Banking & Finance, Credit & Debt
Status:  In Good Standing           Licensed:  40 Years

James D. Krupka

Wills, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  31 Years

Kevin Scott Veenstra

Real Estate, Trusts, Gift Taxation, Employee Rights, Business
Status:  In Good Standing           Licensed:  35 Years

Frank Rose Bailey

Trusts, Gift Taxation, Estate Planning, Business
Status:  In Good Standing           Licensed:  34 Years

James Allen Zakasky

Trusts, Estate Planning, Estate, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  16 Years

Kristen Frizzell Kerns

Wills & Probate, Estate Planning, Business, Personal Injury
Status:  In Good Standing           

Christopher Michael Haws

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  10 Years

Jason Constantin Vargelis

Commercial Real Estate, Public Finance, Gift Taxation, Banking & Finance
Status:  In Good Standing           Licensed:  29 Years

Jason Constantine Vargelis

Commercial Real Estate, Public Finance, Gift Taxation, Banking & Finance
Status:  In Good Standing           Licensed:  29 Years

James Joseph Bergmann

Lawsuit & Dispute, Estate Planning, Criminal, Consumer Rights, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  22 Years

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

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800-943-8690

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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

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SURROGATE COURT

See probate court.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

FUNDING A TRUST

Transferring ownership of property to a trust.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

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. ...