Folsom 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
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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

Christine James

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Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

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CONTACT

800-816-3270

915 Highland Pointe Drive, Roseville, CA 95678

Brandi R. Turner

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

2489 Sunrise Boulevard, Rancho Cordova, CA 95670

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4359 Town Center Boulevard, El Dorado Hills, CA 95762

Adam Jason Susz

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

Rancho Cordova, CA 95741

Alisa Leyla Pinarbasi

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 8 Years

CONTACT

Rancho Cordova, CA 95741

Amanda Leigh Smith

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

Rancho Cordova, CA 95670

Andrei Jingan

Estate, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

4924 Concordia Dr, El Dorado Hills, CA 95762

Ann Christine Hoover

Tax, Gift Taxation

Status: In Good Standing Licensed: 31 Years

CONTACT

Rancho Cordova, CA 95741

Anthony Samuel Epolite

Tax, Gift Taxation

Status: In Good Standing Licensed: 32 Years

CONTACT

Rancho Cordova, CA 95670

Barbara Bartley Christensen

Estate Administration, Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

4245 Whispering Oak Cir, Granite Bay, CA 95746

800-923-0641

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LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

MARITAL LIFE ESTATE TRUST

See AB trust.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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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Folsom Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Christine James

Brandi R. Turner

Timothy Allen Charshaf

Adam Jason Susz

Alisa Leyla Pinarbasi

Amanda Leigh Smith

Andrei Jingan

Ann Christine Hoover

Anthony Samuel Epolite

Barbara Bartley Christensen

TIPS

LEGAL TERMS

TRUSTEE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ACCUMULATION TRUST

MARITAL LIFE ESTATE TRUST

SPRINKLING TRUST

INHERITANCE TAXES

CONSERVATOR

ALTERNATE BENEFICIARY

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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