North Highlands 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

John B. Palley

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

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1555 River Park Drive, Sacramento, CA 95815

Lajuan Evette Wood

Entertainment, Gift Taxation, Business & Trade, Credit & Debt

Status: In Good Standing Licensed: 24 Years

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5250 Marconi Ave, Carmichael, CA 95608

John Joseph Meissner

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing

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1555 River Park Dr, Sacramento, CA 95815

Sasha D. Collins

Tax, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing Licensed: 22 Years

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1555 River Park Dr, Sacramento, CA 95815

Julia Ann Himovitz

Trusts, Estate Planning, Family Law

Status: In Good Standing Licensed: 14 Years

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5301 Madison Ave, Sacramento, CA 95841

Bruce Hudson Towne

Litigation, Trusts, Estate Planning, Criminal

Status: In Good Standing

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6833 Fair Oaks Blvd, Carmichael, CA 95608

Ulises Pizano

Commercial Real Estate, Real Estate, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 14 Years

CONTACT

1555 River Park Dr, Sacramento, CA 95815

Amy Hughes Ruggles

Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

1555 River Park Dr, Sacramento, CA 95815

Lee Michael Duey

Tax, Trusts, Gift Taxation

Status: Inactive Licensed: 56 Years

CONTACT

4305 Stollwood Dr, Carmichael, CA 95608

800-923-0641

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LEGAL TERMS

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

KINDRED

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

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.

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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North Highlands Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

John B. Palley

Lajuan Evette Wood

John Joseph Meissner

Sasha D. Collins

Julia Ann Himovitz

Bruce Hudson Towne

Ulises Pizano

Amy Hughes Ruggles

Lee Michael Duey

TIPS

LEGAL TERMS

FAILURE OF ISSUE

DISINHERIT

SWEARING MATCH

FINAL BENEFICIARY

KINDRED

ADMINISTRATRIX

RESIDUARY ESTATE

AB TRUST

TRUSTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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