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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Thomas C Webb

Family Law, Estate Planning, Real Estate, Bankruptcy

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Helene P. Dreyer Koch

Wills, Trusts, Estate Planning, Estate, Civil Rights

Status: In Good Standing

CONTACT

45025 Manitou Dr, Indian Wells, CA 92210

Bruce Rea Durkee

Commercial Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

77772 Flora Rd, Palm Desert, CA 92211

Simone Easum

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

#156 82204 Us Highway 111, Indio, CA 92201

David Aaron Wiesen

Gift Taxation, Estate, Criminal, Bankruptcy & Debt

Status: In Good Standing

CONTACT

81955 Us Highway 111, Indio, CA 92201

Robert Thompson Wolfe

International Tax, Estate Planning, Corporate, Commercial Bankruptcy

Status: In Good Standing

CONTACT

77777 Country Club Dr, Indian Wells, CA 92211

James Robinson Urquhart

Commercial Real Estate, Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 47 Years

CONTACT

81578 Camino El Triunfo, Indio, CA 92203

Brian Monroe Lewis

Juvenile Law, Estate Planning, International Tax, Federal Appellate Practice, DUI-DWI

Status: In Good Standing Licensed: 38 Years

CONTACT

74785 Us Highway 111, Indian Wells, CA 92210

Karin Signe Hesseltine

Estate, Estate Planning, Wills & Probate, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

74-040 Highway 111, Palm Desert, CA 92260

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

NET ESTATE

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

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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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Indio Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Thomas C Webb

Joe LaMantia

Helene P. Dreyer Koch

Bruce Rea Durkee

Simone Easum

David Aaron Wiesen

Robert Thompson Wolfe

James Robinson Urquhart

Brian Monroe Lewis

Karin Signe Hesseltine

TIPS

LEGAL TERMS

KINDRED

TRUSTEE

INVESTOR

ALTERNATE BENEFICIARY

OFFICER

ESTATE TAXES

GROSS ESTATE

NET ESTATE

GENERATION-SKIPPING TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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