Kenwood 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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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

Merrie Turner Lightner

Commercial Real Estate, Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 43 Years

CONTACT

5599 Bennett Valley Ln, Glen Ellen, CA 95442

John F Lemmon

Estate Planning, DUI-DWI, Criminal, Insurance

Status: In Good Standing

CONTACT

Glen Ellen, CA 95442

Mark Stephen Miller

Intellectual Property, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 45 Years

CONTACT

12350 Maple Glen Rd, Glen Ellen, CA 95442

Marie Therese Morley

Estate Planning, Family Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 21 Years

CONTACT

1604 4Th St, Santa Rosa, CA 95404

Miel Price Novak

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 27 Years

CONTACT

1312 Oak Ave, Saint Helena, CA 94574

Lynn Susan Sletto

Real Estate, Wills & Probate, Estate Planning, Business

Status: In Good Standing

CONTACT

1236 Spring St, Saint Helena, CA 94574

Robert Michael Fanucci

Commercial Real Estate, International Tax, Estate Planning, Criminal, Business

Status: In Good Standing

CONTACT

1030 Main St, Saint Helena, CA 94574

Peter Renwick Thompson

Trusts, Estate Planning, Estate, Family Law, Criminal

Status: In Good Standing Licensed: 44 Years

CONTACT

836 Chiles Ave, Saint Helena, CA 94574

Lauren Ann Iacocca

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 13 Years

CONTACT

899 Adams St, Saint Helena, CA 94574

Edmund Marion Nowicki

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

122 Calistoga Rd, Santa Rosa, CA 95409

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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.

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.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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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Kenwood Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Merrie Turner Lightner

John F Lemmon

Mark Stephen Miller

Marie Therese Morley

Miel Price Novak

Lynn Susan Sletto

Robert Michael Fanucci

Peter Renwick Thompson

Lauren Ann Iacocca

Edmund Marion Nowicki

TIPS

LEGAL TERMS

FUNDING A TRUST

BEQUEATH

DISINHERIT

ALTERNATE BENEFICIARY

QDOT TRUST

WARRANTY DEED

SUMMARY PROBATE

EXECUTOR

LAPSE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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