Dublin Estate Planning 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
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

Dan Jay Hall

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

4733 Chabot Drive, Pleasanton, CA 94588

William Dana Wollesen

Foreign Investment, Estate Planning, Business & Trade, Corporate

Status: In Good Standing Licensed: 17 Years

CONTACT

4733 Chabot Dr, Pleasanton, CA 94588

Gurjit S Pandher

Estate, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

4695 Chabot Drive, Suite 200, Pleasanton, CA 94588

Norma Loveall Evans

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

7267 Beaumont Ct, Pleasanton, CA 94566

Heather Jensen Norton

Other, Estate Planning, Estate, Civil Rights

Status: In Good Standing Licensed: 27 Years

CONTACT

7595 Canyon Meadow Cir, Pleasanton, CA 94588

John T Chamberlin

Farms, Estate Planning, Divorce, Child Support

Status: In Good Standing Licensed: 38 Years

CONTACT

699 Peters Ave, Pleasanton, CA 94566

Jay Gordon Roadarmel

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

1811 Santa Rita Rd, Pleasanton, CA 94566

Peter Michael Hatz

International Tax, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 15 Years

CONTACT

1811 Santa Rita Rd, Pleasanton, CA 94566

John W Park

Intellectual Property, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

4140 Dublin Blvd, Pleasanton, CA 94568

Connie Yi

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

323 Ray Street, Pleasanton, CA 94566

800-923-0641

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LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

DEED OF TRUST

See trust deed.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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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Dublin Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Dan Jay Hall

William Dana Wollesen

Gurjit S Pandher

Norma Loveall Evans

Heather Jensen Norton

John T Chamberlin

Jay Gordon Roadarmel

Peter Michael Hatz

John W Park

Connie Yi

TIPS

LEGAL TERMS

HOLOGRAPHIC WILL

PER CAPITA

TRUST CORPUS

DEED OF TRUST

FAMILY ALLOWANCE

ENTITY

QTIP TRUST

AUGMENTED ESTATE

SURVIVING SPOUSE'S TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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