Placer County, CA Trusts Lawyers

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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
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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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Christine James

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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

Preston A. Marx

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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

Randall Steven Heiler

Estate, Trusts, Wills & Probate, Estate Administration, Estate Planning

Status: In Good Standing Licensed: 33 Years

FREE CONSULTATION

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1380 Lead Hill Blvd, Roseville, CA 95661

Justin M. Gilbert

Elder Law, Estate, Trusts, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

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114 North Sunrise Avenue, Roseville, CA 95661

James L. Cunningham

Litigation, Wills & Probate, Trusts, Elder Law, Corporate

Status: In Good Standing

CONTACT

200 Auburn Folsom Rd, Auburn, CA 95603

James Louie Cunningham

Litigation, Trusts, Estate, Elder Law, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

200 Auburn Folsom Rd, Auburn, CA 95603

Matthew D Scott

Commercial Real Estate, Health Care Other, Trusts, Elder Law, Wills

Status: In Good Standing

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1013 Galleria Blvd, Roseville, CA 95678

Ernest Hastings Tuttle

Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 23 Years

CONTACT

100 Estates Dr, Roseville, CA 95678

Katherine Noel Swain

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

3017 Douglas Blvd, Roseville, CA 95661

Richard William McGinnis

Trusts, Elder Law

Status: In Good Standing Licensed: 41 Years

CONTACT

735 Sunrise Ave, Roseville, CA 95661

800-923-0641

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LEGAL TERMS

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.

CURATOR

See conservator.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

KINDRED

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

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the 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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Placer County, CA Trusts Lawyers

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Christine James

Preston A. Marx

Randall Steven Heiler

Justin M. Gilbert

James L. Cunningham

James Louie Cunningham

Matthew D Scott

Ernest Hastings Tuttle

Katherine Noel Swain

Richard William McGinnis

TIPS

LEGAL TERMS

SUCCESSION

CURATOR

IRREVOCABLE TRUST

SPENDTHRIFT TRUST

KINDRED

POUR-OVER WILL

TRUST MERGER

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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