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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
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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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Tisa Marie Pedersen

Wills, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 17 Years

CONTACT

400 Main St, Los Altos, CA 94022

Richard L Ehrman

International, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Lawrence A. Klein

International, Trusts, Gift Taxation, Estate

Status: Inactive

CONTACT

400 Main St, Los Altos, CA 94022

Lisa M Kajani

Wills & Probate, Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

280 2Nd St, Los Altos, CA 94022

Deborah Gail Radin

Health Care, Wills, Trusts, Civil & Human Rights

Status: In Good Standing

CONTACT

280 2Nd St, Los Altos, CA 94022

Linda Christine Kramer

Real Estate, Wills, Trusts, Elder Law

Status: In Good Standing

CONTACT

280 2Nd St, Los Altos, CA 94022

Miki C. Valente

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 25 Years

CONTACT

220 State St, Los Altos, CA 94022

Steven Lynn Yarbrough

Trusts

Status: In Good Standing Licensed: 29 Years

CONTACT

171 Main St, Los Altos, CA 94022

Margaret Mary Felt

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Jerome Oscar Galli

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

889 N San Antonio Rd, Los Altos, CA 94022

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Los Altos Trusts Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Tisa Marie Pedersen

Richard L Ehrman

Lawrence A. Klein

Lisa M Kajani

Deborah Gail Radin

Linda Christine Kramer

Miki C. Valente

Steven Lynn Yarbrough

Margaret Mary Felt

Jerome Oscar Galli

TIPS

LEGAL TERMS

FUNDING A TRUST

SUMMARY PROBATE

PROPERTY CONTROL TRUST

ANCILLARY PROBATE

PERSONAL PROPERTY

EXEMPTION TRUST

TRUSTEE

GRANT DEED

BYPASS TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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