Fresno County, CA Wills & Probate Lawyers

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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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Includes: Estate Administration, Living Wills, Wills

Leigh Weber Burnside

Trusts, Litigation, Wills & Probate, Business

Status: In Good Standing

CONTACT

8080 N Palm Ave, Fresno, CA 93729

Jeffrey Allen Jaech

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

5260 N Palm Ave, Fresno, CA 93704

Robert Lloyd Howk

Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 29 Years

CONTACT

2001 N Van Ness Blvd, Fresno, CA 93704

John F. Garland

Estate Administration, DUI-DWI, Criminal, Contract

Status: In Good Standing Licensed: 39 Years

CONTACT

2950 Mariposa St, Fresno, CA 93721

Katy L. Mccully

Litigation, Wills & Probate, Business, Bankruptcy

Status: In Good Standing

CONTACT

550 West Alluvial Avenue, Fresno, CA 93711

Kenneth John Jorgensen

Wills & Probate, Business, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing

CONTACT

2440 West Shaw, Fresno, CA 93711

Stefanie Jill Krause

Wills, Trusts, Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

7409 N Cedar Ave, Fresno, CA 93720

Joanne Sanoian

Family Law, Trusts, Wills & Probate

Status: In Good Standing Licensed: 42 Years

CONTACT

2109 W Bullard, Fresno, CA 93711

Jeffrey Leonard Wall

Wills, Trusts, Estate, Contract

Status: In Good Standing

CONTACT

11368 N Balmoral Way, Fresno, CA 93730

Richard Thomas Wheeler

Litigation, Wills, Corporate, Bankruptcy

Status: In Good Standing Licensed: 16 Years

CONTACT

1175 Shaw Ave, Clovis, CA 93612

800-923-0641

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LEGAL TERMS

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.

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).

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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).

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.'

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

CURATOR

See conservator.

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.

DEVISEE

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

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Fresno County, CA Wills & Probate Lawyers

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Leigh Weber Burnside

Jeffrey Allen Jaech

Robert Lloyd Howk

John F. Garland

Katy L. Mccully

Kenneth John Jorgensen

Stefanie Jill Krause

Joanne Sanoian

Jeffrey Leonard Wall

Richard Thomas Wheeler

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

PER CAPITA

ADMINISTRATION (OF AN ESTATE)

GRANTOR RETAINED INCOME TRUST

INCOMPETENCE

TRUST MERGER

CURATOR

ACCUMULATION TRUST

DEVISEE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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