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Elmira Estate Planning Lawyer, California

Sponsored Law Firm


Includes: Gift Taxation

  SPONSORED LAWYERS

1-5 of 5 matches. Page 1 of 1  

David Paul Ritzinger

Deportation, Trusts, Gift Taxation, Banking & Finance
Status:  In Good Standing           Licensed:  46 Years
CONTACT
190 S Orchard Ave, Vacaville, CA 95688
Profile LAWPOINTS™36/100
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Matthew Benjamin Davis

Tax, Mass Torts, Gift Taxation, Personal Injury
Status:  Inactive           Licensed:  20 Years
CONTACT
5736 Weber Rd, Vacaville, CA 95687
Profile LAWPOINTS™26/100
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Brian Cotter Tubis

Trusts, Gift Taxation, Estate, Family Law
Status:  In Good Standing           
CONTACT
547 Jefferson St, Fairfield, CA 94533
Profile LAWPOINTS™36/100
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Stephen Scott Reynolds

Trusts, Gift Taxation, Estate Planning, Business
Status:  In Good Standing           Licensed:  48 Years
CONTACT
1411 Oliver Rd, Fairfield, CA 94534
Profile LAWPOINTS™36/100
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James G Haskell

Tax, International, Trusts, Gift Taxation
Status:  In Good Standing           Licensed:  14 Years
CONTACT
1411 Oliver Rd, Fairfield, CA 94534
Profile LAWPOINTS™36/100
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TIPS

Easily find Elmira Estate Planning Lawyers and Elmira Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.'

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.

FAMILY POT TRUST

See pot trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)
A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)
1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

SURROGATE COURT

See probate court.

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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