Sacramento County, CA Trusts Lawyers

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Michael R. Kelly Lawyer

Michael R. Kelly

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Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

At Miner & Kelly, our mission is to protect and assert client’s rights while guiding them through the legal process, to provide excellent personal s... (more)

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Anastasia Salmon

Estate Planning, Elder Law, Family Law, Trusts, Estate
Status:  In Good Standing           

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Robert Logan

Wills & Probate, Trusts, Estate Planning, Business Organization
Status:  In Good Standing           

Victor Waid

Estate, Trusts
Status:  In Good Standing           Licensed:  53 Years

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Richard Allen Lewis

Tax, Wills & Probate, Trusts, Estate, Divorce & Family Law
Status:  In Good Standing           Licensed:  36 Years

John M. Goralka

International Tax, Trusts, Estate Planning, Estate, Business
Status:  In Good Standing           

Jennifer S. Rouse

Wills, Wills & Probate, Trusts, Corporate
Status:  In Good Standing           Licensed:  26 Years

Frans Wiete Ter Haar

Trusts, Estate Planning, Estate Administration, Wills & Probate
Status:  In Good Standing           Licensed:  33 Years

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Jonathan Paul Huber

Trusts, Estate, Wills & Probate, Estate Planning
Status:  In Good Standing           Licensed:  21 Years

Graham Barton Mcdougal

Wills, Wills & Probate, Trusts, Corporate, Business
Status:  In Good Standing           Licensed:  26 Years

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Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

FAILURE OF ISSUE

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

KINDRED

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

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

SUCCESSOR TRUSTEE

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

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

TRUSTEE POWERS

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

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. ...