Monte Rio Estate Planning Lawyer, California

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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

Richard Walter Power

Tax, Commercial Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 54 Years

CONTACT

615 Hetts Ln, Sebastopol, CA 95472

Deborah Groome Corlett

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Jeffrey Aitken Titus

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 40 Years

CONTACT

Santa Rosa, CA 95406

Steven Murray Goldberg

Estate Planning, International Tax, Products Liability, Aviation, Family Law

Status: In Good Standing Licensed: 40 Years

CONTACT

400 Aviation Blvd, Santa Rosa, CA 95403

Garrett Murphy Civian

Gift Taxation

Status: In Good Standing Licensed: 12 Years

CONTACT

845 Patti Page Ct, Windsor, CA 95492

William Paul Matz

Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 43 Years

CONTACT

8979 Conde Ln, Windsor, CA 95492

Elizabeth Rae Palmer

Tax, Gift Taxation, Contract, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

131A Stony Cir, Santa Rosa, CA 95401

Eric S. Gullotta

Litigation, Estate Administration, Estate Planning, Estate

Status: In Good Standing

CONTACT

2880 Cleveland Avenue, Santa Rosa, CA 95403

Jason Constantin Vargelis

Commercial Real Estate, Public Finance, Gift Taxation, Banking & Finance

Status: In Good Standing Licensed: 29 Years

CONTACT

100 B St, Santa Rosa, CA 95401

Jason Constantine Vargelis

Commercial Real Estate, Public Finance, Gift Taxation, Banking & Finance

Status: In Good Standing Licensed: 29 Years

CONTACT

100 B St, Santa Rosa, CA 95401

800-923-0641

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LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

CURATOR

See conservator.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

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.

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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Monte Rio Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Richard Walter Power

Deborah Groome Corlett

Jeffrey Aitken Titus

Steven Murray Goldberg

Garrett Murphy Civian

William Paul Matz

Elizabeth Rae Palmer

Eric S. Gullotta

Jason Constantin Vargelis

Jason Constantine Vargelis

TIPS

LEGAL TERMS

HOLOGRAPHIC WILL

SUCCESSION

TRUSTEE

DOWER AND CURTESY

CURATOR

NONPROBATE

PUBLIC ADMINISTRATOR

BYPASS TRUST

OFFICER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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