Mount Aukum Estate Planning Lawyer, California

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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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Our goal is to have our core areas of practice rank among the top in the legal community.

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

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4359 Town Center Boulevard, El Dorado Hills, CA 95762

George Charles Cilley

Other, Estate Planning

Status: In Good Standing Licensed: 12 Years

CONTACT

5763 Stream Way, Somerset, CA 95684

Vorris J. Blankenship

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

3120 Texas Hill Rd, Placerville, CA 95667

Andrea R. Garcia

Commercial Real Estate, Estate Planning, Employment, Contract

Status: In Good Standing

CONTACT

3080 Cedar Ravine Road, Placerville, CA 95667

Clara Yang

Other, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

2810 Coloma St, Placerville, CA 95667

Jose Refugio Guerrero

Estate Planning, Contract, Consumer Bankruptcy, Health Care, Commercial Real Estate

Status: Inactive Licensed: 44 Years

CONTACT

713 Court St, San Francisco, CA 94142

Kimberly Anne Strand

Estate Planning, Dispute Resolution, Family Law, Trusts, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

3108 Ponte Morino Dr, Shingle Springs, CA 95682

Gwendolyn Kendra Christeson

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 22 Years

CONTACT

159 Main St, Jackson, CA 95642

Peter William Thompson

Estate Planning, Family Law, Criminal, Trusts, Estate

Status: Inactive Licensed: 35 Years

CONTACT

5366 Horizon Ct, Placerville, CA 95667

Debora Nancy Paul

Motor Vehicle, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

4122 Cameron Park Dr, Shingle Springs, CA 95682

800-923-0641

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LEGAL TERMS

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

CREDIT SHELTER TRUST

See AB trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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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Mount Aukum Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Timothy Allen Charshaf

George Charles Cilley

Vorris J. Blankenship

Andrea R. Garcia

Clara Yang

Jose Refugio Guerrero

Kimberly Anne Strand

Gwendolyn Kendra Christeson

Peter William Thompson

Debora Nancy Paul

TIPS

LEGAL TERMS

PRETERMITTED HEIR

SURVIVING SPOUSE'S TRUST

CREDIT SHELTER TRUST

TRUST MERGER

LIVING TRUST

GENERATION-SKIPPING TRANSFER TAX

PER CAPITA

SECONDARY MEANING

LIFE BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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