Larkspur Estate Planning Lawyer, California, page 2

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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

Linda Alden Swanson

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 56 Years

CONTACT

150 Madrone Ave, Larkspur, CA 94939

George R. Dirkes

Trusts, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Joseph Gerald Wolberg

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 34 Years

CONTACT

14 Mann Dr, Greenbrae, CA 94904

William D. Flora

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 59 Years

CONTACT

12 Overhill Rd, Mill Valley, CA 94941

David Milton Hellman

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

Status: In Good Standing Licensed: 52 Years

CONTACT

851 Irwin St, San Rafael, CA 94901

Patricia Mary Tobin

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 47 Years

CONTACT

1108 5Th Ave, San Rafael, CA 94901

Marlene Pappas Getchell

Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

790 Mission Ave, San Rafael, CA 94901

Joan Catherine Rodman

Other, International, Gift Taxation, Criminal

Status: In Good Standing Licensed: 29 Years

CONTACT

1629 5Th Ave, San Rafael, CA 94901

George Henrie John

Litigation, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

134 Greenwood Ave, San Rafael, CA 94901

Anthony Cesare Deluca

Gift Taxation

Status: Inactive Licensed: 52 Years

CONTACT

51 Lunada Ct, San Rafael, CA 94901

800-923-0641

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LEGAL TERMS

NET ESTATE

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

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

CREDIT SHELTER TRUST

See AB trust.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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).

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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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Larkspur Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Linda Alden Swanson

George R. Dirkes

Joseph Gerald Wolberg

William D. Flora

David Milton Hellman

Patricia Mary Tobin

Marlene Pappas Getchell

Joan Catherine Rodman

George Henrie John

Anthony Cesare Deluca

TIPS

LEGAL TERMS

NET ESTATE

RESIDUARY BENEFICIARY

ADMINISTRATRIX

STATUTORY SHARE

CREDIT SHELTER TRUST

FAILURE OF ISSUE

GRANTOR RETAINED INCOME TRUST

ALTERNATE BENEFICIARY

TAKING AGAINST THE WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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