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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

Preston A. Marx

✓ VERIFIED

Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

CONTACT

530-537-2915

11641 Blocker Dr, Auburn, CA 95603

Christine James

✓ VERIFIED

Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

FREE CONSULTATION

CONTACT

800-816-3270

915 Highland Pointe Drive, Roseville, CA 95678

Scott D. Christensen

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

500 Auburn-Folsom Road, Auburn, CA 95603

Elise Sheryl Fagelson Baker

Trusts, Gift Taxation, Criminal, Consumer Protection

Status: In Good Standing Licensed: 26 Years

CONTACT

5440 Park Dr, Rocklin, CA 95677

Mark Robert Breunig

Visa, Estate Administration, Estate Planning, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

5985 Horseshoe Bar Rd, Loomis, CA 95650

Jennifer L Garman

Landlord-Tenant, Health Care Other, Gift Taxation, Collection

Status: In Good Standing Licensed: 20 Years

CONTACT

Loomis, CA 95650

George F. Vogt

Construction, Real Estate, Estate Planning, Family Law, Divorce

Status: In Good Standing Licensed: 42 Years

CONTACT

4210 Douglas Blvd, Roseville, CA 95746

Caitlin Elizabeth Ross

Tax, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

919 Reserve Dr, Roseville, CA 95678

Robert Clifford Duncan

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

3009 Douglas Blvd, Roseville, CA 95661

Debra Sue Petersen

Other, Wills, Wills & Probate, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

3017 Douglas Blvd, Roseville, CA 95661

800-923-0641

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LEGAL TERMS

NET ESTATE

The value of all property owned at death less liabilities or debts.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic 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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Penryn Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Preston A. Marx

Christine James

Scott D. Christensen

Elise Sheryl Fagelson Baker

Mark Robert Breunig

Jennifer L Garman

George F. Vogt

Caitlin Elizabeth Ross

Robert Clifford Duncan

Debra Sue Petersen

TIPS

LEGAL TERMS

NET ESTATE

TRUSTEE POWERS

PROBATE

SUCCESSION

MARITAL LIFE ESTATE TRUST

SUCCESSOR TRUSTEE

EXEMPTION TRUST

SPECIFIC BEQUEST

QDOT TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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