Moraga Estate Planning Lawyer, California, page 3

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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

Daniel Harold Dahlen

Real Estate, Commercial Bankruptcy, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

1600 School St, Moraga, CA 94556

Jenny Chen

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 24 Years

CONTACT

1655 N Main St, Walnut Creek, CA 94596

Sammy Awad

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

4 Rimrock Rd, Lafayette, CA 94549

Stephanni Marie Mayfield

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 22 Years

CONTACT

Walnut Creek, CA 94596

Frederick William Dorband

Trusts, Estate Planning, Estate

Status: Inactive Licensed: 50 Years

CONTACT

517 Quail Hill Ct, Lafayette, CA 94595

David Arthur Nearon

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 60 Years

CONTACT

1212 Rossmoor Pkwy, Lafayette, CA 94595

David Arthur Nearon

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 60 Years

CONTACT

1212 Rossmoor Pkwy, Lafayette, CA 94595

Davina Cheng-Ping Chow

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

92 Davis Rd, Orinda, CA 94563

Christopher N Schneider

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 16 Years

CONTACT

3189 Danville Blvd, Alamo, CA 94507

Allen Herman Dempster

Public Law, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

3000F Danville Blvd, Alamo, CA 94507

800-923-0641

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LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

DEED OF TRUST

See trust deed.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

SURROGATE COURT

See probate court.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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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Moraga Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Daniel Harold Dahlen

Jenny Chen

Sammy Awad

Stephanni Marie Mayfield

Frederick William Dorband

David Arthur Nearon

David Arthur Nearon

Davina Cheng-Ping Chow

Christopher N Schneider

Allen Herman Dempster

TIPS

LEGAL TERMS

INVESTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

IN TERROREM

DEED OF TRUST

BANKRUPTCY ESTATE

FINAL BENEFICIARY

SURROGATE COURT

KINDRED

INVENTORY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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