San Francisco Estate Planning Lawyer, California, page 2

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
Working With Excellent Attorneys

Our goal is to have our core areas of practice rank among the top in the legal community.

888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Gift Taxation

Keith Schiller

Corporate, Business Organization, Contract, Estate Planning

Status: In Good Standing

CONTACT

4 Orinda Way, Orinda, CA 94563

Stephanni Marie Hemmi

Business Organization, Corporate Tax, Elder Law, Gift Taxation

Status: In Good Standing

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4 Orinda Way, Orinda, CA 94563

Daniel R. Morris

Estate Planning, Elder Law, Corporate, Contract

Status: In Good Standing

FREE CONSULTATION

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1290 Howard Avenue, Burlingame, CA 94010

Mark L Eisenberg

Criminal, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

CONTACT

1290 B Street, Hayward, CA 94541

Scott I. Bassin

Power of Attorney, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing

CONTACT

3406 Judah St., San Francisco, CA 94122

Michael E. Freedman

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 40 Years

CONTACT

580 California Street, San Francisco, CA 94104

Bryan David Lamb

Litigation, Estate Planning, Family Law, Personal Injury, Medical Malpractice

Status: In Good Standing Licensed: 26 Years

CONTACT

1388 Sutter St, San Francisco, CA 94109

Paul Howard Melbostad

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 43 Years

CONTACT

1388 Sutter St, San Francisco, CA 94109

Dave Crow

Landlord-Tenant, Wills & Probate, Estate Planning, Employment

Status: In Good Standing Licensed: 23 Years

CONTACT

605 Market St, San Francisco, CA 94105

Martha L. Daetwyler

Litigation, Estate Administration, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

199 Fremont St, San Francisco, CA 94105

800-923-0641

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LEGAL TERMS

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

CREDIT SHELTER TRUST

See AB trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

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.

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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San Francisco Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Keith Schiller

Stephanni Marie Hemmi

Daniel R. Morris

Mark L Eisenberg

Scott I. Bassin

Michael E. Freedman

Bryan David Lamb

Paul Howard Melbostad

Dave Crow

Martha L. Daetwyler

TIPS

LEGAL TERMS

NONPROBATE

RULE AGAINST PERPETUITIES

BEQUEATH

LIVING TRUST

EXEMPTION TRUST

CREDIT SHELTER TRUST

PROPERTY CONTROL TRUST

GENERATION-SKIPPING TRUST

DOWER AND CURTESY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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