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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
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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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Includes: Gift Taxation

Daniel R. Morris

Estate Planning, Elder Law, Corporate, Contract

Status: In Good Standing

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1290 Howard Avenue, Burlingame, CA 94010

Mark Lewis Epstein

Tax, International, Gift Taxation, Business

Status: In Good Standing

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2025 Carlos St, Moss Beach, CA 94038

Marion Lee Brown

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

Status: In Good Standing Licensed: 57 Years

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350 Primrose Rd, Burlingame, CA 94010

Steven Duane Anderson

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

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350 Primrose Rd, Burlingame, CA 94010

Levon Sagatelyan

Private Schools, Trusts, Estate Planning, Civil Rights

Status: In Good Standing

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700 El Camino Real, Millbrae, CA 94030

Lage Edward Andersen

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing Licensed: 47 Years

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216 Park Rd, Burlingame, CA 94010

Linda Jeanne Dvorak

Trusts, Estate Planning

Status: In Good Standing Licensed: 42 Years

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Half Moon Bay, CA 94019

James Stanley Henderson

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 43 Years

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180 Siskiyou Ct, San Bruno, CA 94066

Oleg Gluzman

Tax, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

1350 Old Bayshore Hwy, Burlingame, CA 94010

Joyce L Berenstein

Estate Planning, Family Law, Real Estate, Trusts

Status: Inactive Licensed: 41 Years

CONTACT

1220 Howard Ave, Burlingame, CA 94010

800-923-0641

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

FUNDING A TRUST

Transferring ownership of property to a trust.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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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Moss Beach Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Daniel R. Morris

Mark Lewis Epstein

Marion Lee Brown

Steven Duane Anderson

Levon Sagatelyan

Lage Edward Andersen

Linda Jeanne Dvorak

James Stanley Henderson

Oleg Gluzman

Joyce L Berenstein

TIPS

LEGAL TERMS

HEIR APPARENT

SUCCESSION

FUNDING A TRUST

INTESTATE SUCCESSION

BYPASS TRUST

DEATH TAXES

PER STIRPES

SPECIAL ADMINISTRATOR

PROVING A WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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