Pleasant Hill 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
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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

Thomas Seaton

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

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2121 North California Boulevard, Walnut Creek, CA 94596

Matthew B. Talbot

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 18 Years

FREE CONSULTATION

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2033 N. Main St., Walnut Creek, CA 94596

Oliver Alexander Greenwood

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

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367 Civic Dr, Pleasant Hill, CA 94523

M. Franklin Parrish

Litigation, Wills & Probate, Estate Planning, Contract

Status: In Good Standing Licensed: 40 Years

CONTACT

877 Ygnacio Valley Rd, Walnut Creek, CA 94596

Douglas Blackhurst Bohne

International, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 40 Years

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1350 Treat Blvd, Lafayette, CA 94597

Annette Mary Knox

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

1350 Treat Blvd, Walnut Creek, CA 94597

Chastity Anne Schults

Other, Litigation, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

2940 Camino Diablo, Lafayette, CA 94597

Ryan Wayne Lockhart

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

1350 Treat Blvd, Lafayette, CA 94597

Thomas Gunnar Blomberg

Trusts, Gift Taxation, Estate Planning, Bankruptcy & Debt

Status: In Good Standing

CONTACT

2033 N Main St, Walnut Creek, CA 94596

Allan Carroll Miles

Real Estate, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

2125 Oak Grove Rd, Walnut Creek, CA 94598

800-923-0641

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LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

CREDIT SHELTER TRUST

See AB trust.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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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Pleasant Hill Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Thomas Seaton

Matthew B. Talbot

Oliver Alexander Greenwood

M. Franklin Parrish

Douglas Blackhurst Bohne

Annette Mary Knox

Chastity Anne Schults

Ryan Wayne Lockhart

Thomas Gunnar Blomberg

Allan Carroll Miles

TIPS

LEGAL TERMS

QTIP TRUST

PROBATE COURT

SWEARING MATCH

PUBLIC ADMINISTRATOR

INHERITANCE TAXES

CREDIT SHELTER TRUST

IN TERROREM

ANCILLARY PROBATE

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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