Cupertino Estate Planning Lawyer, California

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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Dru Michael Dillard

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 18 Years

CONTACT

5301 Stevens Creek Blvd, Santa Clara, CA 95051

Jan Marie Hales

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

19040 Cox Ave, Saratoga, CA 95070

Thomas Wayne Davies

Wills & Probate, Trusts, Estate Planning, Estate, Personal Injury

Status: In Good Standing

CONTACT

14625 Big Basin Way, Saratoga, CA 95070

Stephen Anthony Dennis

Other, Gift Taxation, Employment, Business

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Richard L Ehrman

International, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Lawrence A. Klein

International, Trusts, Gift Taxation, Estate

Status: Inactive

CONTACT

400 Main St, Los Altos, CA 94022

Minda Parrish

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing

CONTACT

14500 Big Basin Way, Saratoga, CA 95070

Margaret Mary Felt

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Jerome Oscar Galli

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

889 N San Antonio Rd, Los Altos, CA 94022

Tracey Kay Edwards

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

10377 Vista Knoll Blvd, Cupertino, CA 95014

800-923-0641

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LEGAL TERMS

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Dru Michael Dillard

Jan Marie Hales

Thomas Wayne Davies

Stephen Anthony Dennis

Richard L Ehrman

Lawrence A. Klein

Minda Parrish

Margaret Mary Felt

Jerome Oscar Galli

Tracey Kay Edwards

TIPS

LEGAL TERMS

DEATH TAXES

ENDOWMENT INSURANCE

ESTATE TAXES

RULE AGAINST PERPETUITIES

STATUTORY SHARE

INCOMPETENCE

ENTITY

IRREVOCABLE TRUST

ABATEMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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