Rail Road Flat 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

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

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4359 Town Center Boulevard, El Dorado Hills, CA 95762

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

Pat Alan Turner

Tax, International, Gift Taxation, Contract

Status: In Good Standing Licensed: 35 Years

CONTACT

4970 Windplay Dr, Folsom, CA 95762

James Aladino Parenti

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

3907 Park Dr, Folsom, CA 95762

Kevin Leon Mcbride

Tax, Intellectual Property, Gift Taxation

Status: Inactive Licensed: 41 Years

CONTACT

2618 Wrangler Pl, Folsom, CA 95762

Robert Logan

Wills & Probate, Trusts, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

404 Natoma Street, Folsom, CA 95630

Timothy Allen Charshaf

Real Estate, Litigation, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

950 Iron Point Rd, Folsom, CA 95630

800-923-0641

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LEGAL TERMS

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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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Rail Road Flat Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Preston A. Marx

Timothy Allen Charshaf

Vorris J. Blankenship

Andrea R. Garcia

Clara Yang

Pat Alan Turner

James Aladino Parenti

Kevin Leon Mcbride

Robert Logan

Timothy Allen Charshaf

TIPS

LEGAL TERMS

TRUST MERGER

CERTIFIED COPY

INTESTATE

INHERITANCE TAXES

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SPRINKLING TRUST

DEVISEE

INVENTORY

GENERATION-SKIPPING TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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