Cupertino 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

Victor Taching Chang

Other, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

7923 Festival Ct, Cupertino, CA 95014

Tracey Kay Edwards

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

10377 Vista Knoll Blvd, Cupertino, CA 95014

Minda B. Parrish

Estate Planning

Status: Inactive Licensed: 40 Years

CONTACT

12361 Beauchamps Ln, Saratoga, CA 95070

Jann Besson

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

2310 Homestead Road, Los Altos, CA 94024

Holly L Carmichael

General Practice

Status: In Good Standing Licensed: 15 Years

CONTACT

20400 Stevens Creek Blvd, Cupertino, CA 95014

Ivan Alejandro Morales

Tax, International, Gift Taxation, Employment Discrimination

Status: In Good Standing Licensed: 26 Years

CONTACT

1 Apple Park Way, Cupertino, CA 95014

Richard Gary Glasner

Other, Government, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1 Apple Park Way, San Diego, CA 92166

Frank Orrand Denby

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

1021 Tuscany Pl, Cupertino, CA 95014

Peter Craig Stern

Estate Planning, Workers' Compensation, Discrimination, White Collar Crime, Medical Malpractice

Status: In Good Standing Licensed: 27 Years

CONTACT

1 Infinite Loop, Cupertino, CA 95014

Cathy Ann Stahler

Tax, International, Gift Taxation

Status: Inactive Licensed: 33 Years

CONTACT

20120 Las Ondas Way, Cupertino, CA 95014

800-923-0641

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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Cupertino Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Victor Taching Chang

Tracey Kay Edwards

Minda B. Parrish

Jann Besson

Holly L Carmichael

Ivan Alejandro Morales

Richard Gary Glasner

Frank Orrand Denby

Peter Craig Stern

Cathy Ann Stahler

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

INVENTORY

TRUST DEED

HEIR APPARENT

POUR-OVER WILL

PROVING A WILL

PER STIRPES

FINAL BENEFICIARY

CHARITABLE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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