San Diego Estate Planning Lawyer, California, page 5

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Helen Shih Cheng

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

101 W Broadway, San Diego, CA 92101

Joshua Dean Maxwell

Tax, International, Immigration, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

3465 Camino Del Rio S, San Diego, CA 92108

Ragan Gerard Reeves

General Practice

Status: In Good Standing

CONTACT

488 8Th Ave, San Diego, CA 92101

Michael A. Van Horne

Commercial Real Estate, International Tax, Trusts, Estate Planning, Administrative Law

Status: In Good Standing

CONTACT

San Diego, CA 92172

D. Stephen Boner

Estate Planning, Pension & Benefits, Corporate, Business

Status: In Good Standing

CONTACT

591 Camino De La Reina, San Diego, CA 92108

Deette L Loeffler

International Tax, Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

2305 Historic Decatur Rd, San Diego, CA 92106

Brian A Mason

Wills, Trusts, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

701 B Street, San Diego, CA 92101

David Jeffrey Dorne

Tax, Real Estate, International Tax, Gift Taxation

Status: In Good Standing Licensed: 51 Years

CONTACT

750 B St, San Diego, CA 92101

Brian Michael Katusian

Tax, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 17 Years

CONTACT

750 B St, San Diego, CA 92101

Rhonda Kay Crandall

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

750 B St, San Diego, CA 92101

800-923-0641

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

Call me for fastest results!
800-943-8690

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

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

DEVISEE

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

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

San Diego Estate Planning Lawyer, California, page 5

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Helen Shih Cheng

Joshua Dean Maxwell

Ragan Gerard Reeves

Michael A. Van Horne

D. Stephen Boner

Deette L Loeffler

Brian A Mason

David Jeffrey Dorne

Brian Michael Katusian

Rhonda Kay Crandall

TIPS

LEGAL TERMS

RESIDUARY ESTATE

GRANTOR

RESIDUARY BENEFICIARY

INCOMPETENCE

DOWER AND CURTESY

DEVISEE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

DISTRIBUTEE

WARRANTY DEED

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details