Cypress 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
Working With Excellent Attorneys

Our goal is to have our core areas of practice rank among the top in the legal community.

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

Adriana C. Quintero

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

18000 Studebaker Rd, Artesia, CA 90703

Brian Michael Russ

Litigation, Lawsuit & Dispute, Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

2201 Seal Beach Blvd, Seal Beach, CA 90740

Chester A. Swart

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 39 Years

CONTACT

1818 Island Dr, Fullerton, CA 92833

Cindy Strom Arellano

International, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Daniel Christopher Gavilanes

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

12800 Center Court Dr S, Artesia, CA 90703

Danielle Alana Ortiz

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

5555 Garden Grove Blvd, Westminster, CA 92683

Darin Craig James

Tax, Gift Taxation

Status: In Good Standing Licensed: 28 Years

CONTACT

9561 Westbourne Ct, Cypress, CA 90630

Darrin Seth Weiss

Real Estate, Lawsuit & Dispute, Estate Planning, Bankruptcy & Debt, Accident & Injury

Status: In Good Standing Licensed: 17 Years

CONTACT

11142 Noel St, Los Alamitos, CA 90720

David Graham Dundas

Estate Planning, Estate, Divorce & Family Law, Business

Status: Inactive Licensed: 56 Years

CONTACT

2750 Bellflower Blvd, Carson, CA 90815

Debra Halvarson Groh

Wills & Probate, Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 27 Years

CONTACT

3030 Old Ranch Pkwy, Seal Beach, CA 90740

800-923-0641

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LEGAL TERMS

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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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Cypress Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Adriana C. Quintero

Brian Michael Russ

Chester A. Swart

Cindy Strom Arellano

Daniel Christopher Gavilanes

Danielle Alana Ortiz

Darin Craig James

Darrin Seth Weiss

David Graham Dundas

Debra Halvarson Groh

TIPS

LEGAL TERMS

SPENDTHRIFT TRUST

GRANTOR RETAINED INCOME TRUST

GRANTOR

RESIDUARY BENEFICIARY

GRANT DEED

PROBATE

EXEMPTION TRUST

GENERATION-SKIPPING TRUST

INTER VIVOS TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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