Davis Trusts Lawyer, California, page 2

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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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Michael Richard Peterson

Trusts, Family Law

Status: In Good Standing Licensed: 44 Years

CONTACT

508 2nd St, Davis, CA 95616

Kira Wattenburg King

Estate Administration, Trusts, Limited Liability Companies

Status: In Good Standing Licensed: 18 Years

CONTACT

355 2nd St, Davis, CA 95616

Gilbert Bruce Carter

Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

2020 5Th St, Davis, CA 95617

Jessica Nanal Tomlinson

Other, Government, Trusts

Status: In Good Standing Licensed: 20 Years

CONTACT

140 B St, Davis, CA 95616

Lawrence Steven Paikoff

Science, Technology & Internet, Trusts, Personal Injury

Status: In Good Standing Licensed: 27 Years

CONTACT

1756 Picasso Ave, Davis, CA 95618

Matthew Alan Rives

Landlord-Tenant, Trusts, Family Law, Child Custody

Status: In Good Standing Licensed: 18 Years

CONTACT

606 Alvarado Ave, Davis, CA 95616

Devin Picciano

Trusts, Contract, Commercial Real Estate, Public Finance

Status: In Good Standing Licensed: 3 Years

CONTACT

2043 Anderson Rd, Davis, CA 95616

Jennifer Lynne Bretschneider

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

2810 5Th St, Davis, CA 95618

Jennifer Lynne Bretschneider

Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

2810 5Th St, Davis, CA 95618

David James Jefferson

International Trade, Immigration, Trusts, Corporate

Status: In Good Standing Licensed: 10 Years

CONTACT

1 Shields Ave, Davis, CA 95616

800-923-0641

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LEGAL TERMS

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.

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.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

NET ESTATE

The value of all property owned at death less liabilities or debts.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Davis Trusts Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Michael Richard Peterson

Kira Wattenburg King

Gilbert Bruce Carter

Jessica Nanal Tomlinson

Lawrence Steven Paikoff

Matthew Alan Rives

Devin Picciano

Jennifer Lynne Bretschneider

Jennifer Lynne Bretschneider

David James Jefferson

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

SPECIFIC BEQUEST

STATUTORY SHARE

GROSS ESTATE

PREDECEASED SPOUSE

DISTRIBUTEE

RESIDUARY ESTATE

PROPERTY CONTROL TRUST

NET ESTATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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