Lee Vining 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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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

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Ronald Stuart Cohen

Immigration, Divorce, Felony, Consumer Protection

Status: In Good Standing Licensed: 29 Years

CONTACT

Mammoth Lakes, CA 93546

Brad Allan Braaten

Criminal

Status: In Good Standing Licensed: 18 Years

CONTACT

272 Sierra Manor Rd, Mammoth Lakes, CA 93546

Dorette S. Feit

General Practice

Status: In Good Standing Licensed: 45 Years

CONTACT

30 Placer Rd, Mammoth Lakes, CA 93546

Paul Sidney Rudder

Real Estate, Lawsuit & Dispute, Accident & Injury

Status: In Good Standing Licensed: 52 Years

CONTACT

Mammoth Lakes, CA 93546

Carl Michael Hovland

Trusts, Family Law, Banking & Finance, Medical Malpractice

Status: Inactive Licensed: 57 Years

CONTACT

Mammoth Lakes, CA 93546

Paul Christy Kalivas

General Practice

Status: In Good Standing Licensed: 28 Years

CONTACT

Mammoth Lakes, CA 93546

Stephen Nicolas Kappos

Real Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

Mammoth Lakes, CA 93546

Frederick Gillet Wood

Employee Rights, Family Law, Child Custody, Divorce & Family Law

Status: In Good Standing Licensed: 48 Years

CONTACT

Mammoth Lakes, CA 93546

David S. Baumwohl

Real Estate, Labor Law, Employee Rights, Employment, Corporate

Status: In Good Standing Licensed: 44 Years

CONTACT

Mammoth Lakes, CA 93546

Gregg P. Martino

Commercial Real Estate, Real Estate, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

Mammoth Lakes, CA 93546

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LEGAL TERMS

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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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Lee Vining Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Ronald Stuart Cohen

Brad Allan Braaten

Dorette S. Feit

Paul Sidney Rudder

Carl Michael Hovland

Paul Christy Kalivas

Stephen Nicolas Kappos

Frederick Gillet Wood

David S. Baumwohl

Gregg P. Martino

TIPS

LEGAL TERMS

ACCUMULATION TRUST

FINAL BENEFICIARY

TRUSTEE POWERS

REMAINDERMAN

CONTINGENT BENEFICIARY

ENDOWMENT INSURANCE

FUNDING A TRUST

ADMINISTRATION (OF AN ESTATE)

QTIP TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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