San Francisco 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

Seth James Pardee

Tax, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

1 Montgomery St, San Francisco, CA 94104

Courtney Anne Hopley

Tax, International Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

101 2Nd St, San Francisco, CA 94105

Walter Francis Merkle

Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

44 Montgomery Street, San Francisco, CA 94104

Marilyn Jean Johnston

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

101 Montgomery St, San Francisco, CA 94104

Julie A Treppa

Tax, International Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

235 Montgomery St, San Francisco, CA 94104

Stephen P. Wilkes

Foreign Investment, Gift Taxation, Employee Rights, Securities

Status: In Good Standing Licensed: 41 Years

CONTACT

315 Montgomery Street, San Francisco, CA 94104

Stephen P Wilkes

Foreign Investment, Gift Taxation, Employee Rights, Securities

Status: In Good Standing Licensed: 41 Years

CONTACT

315 Montgomery Street, San Francisco, CA 94104

Brandi Parker Chavin

International, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

425 California Street, San Francisco, CA 94104

Bruce Merrill Friedman

Tax, Trusts, Gift Taxation, Business Organization, Estate

Status: In Good Standing

CONTACT

456 Montgomery St, San Francisco, CA 94104

Robert Warren Wood

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

333 Sacramento St, San Francisco, CA 94111

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

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

FAMILY POT TRUST

See pot trust.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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 Francisco Estate Planning Lawyer, California, page 5

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Seth James Pardee

Courtney Anne Hopley

Walter Francis Merkle

Marilyn Jean Johnston

Julie A Treppa

Stephen P. Wilkes

Stephen P Wilkes

Brandi Parker Chavin

Bruce Merrill Friedman

Robert Warren Wood

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

CONSERVATOR

BANKRUPTCY ESTATE

INTER VIVOS TRUST

SPENDTHRIFT TRUST

HEIR AT LAW

ABATEMENT

FAMILY POT TRUST

LAPSE

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