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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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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Helene Vivienne Wenzel

Wills & Probate, Trusts, Trusts, Trusts, Elder Law

Status: In Good Standing

CONTACT

2000 Van Ness Ave, San Francisco, CA 94109

Ernest Fay Der

Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

90 New Montgomery St, San Francisco, CA 94105

Michael Louis Freedman

Wills, Trusts, Employee Rights, Elder Law

Status: In Good Standing

CONTACT

580 California Street, San Francisco, CA 94104

Anne Elizabeth Thorkelson

Juvenile Law, Wills & Probate, Trusts, Divorce & Family Law

Status: In Good Standing Licensed: 39 Years

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1390 Market St, San Francisco, CA 94102

Jonathan L Piper

Litigation, Trusts, Occupational Safety & Health, Personal Injury

Status: In Good Standing Licensed: 21 Years

CONTACT

870 Market St, San Francisco, CA 94102

Stephanie Ann Hood

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

235 Montgomery St, San Francisco, CA 94104

Amy Lynn Hespenheide

International Tax, Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

909 Montgomery St, San Francisco, CA 94133

Jessica Allison Kaplan

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

909 Montgomery St, San Francisco, CA 94133

Hee Sun Kim

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

580 California St, San Francisco, CA 94104

Arthur Charles Lipton

Commercial Real Estate, Trusts, Family Law, Criminal

Status: In Good Standing Licensed: 47 Years

CONTACT

870 Market St, San Francisco, CA 94102

800-923-0641

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LEGAL TERMS

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).

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

WARRANTY DEED

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

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.

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.

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. ...

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San Francisco Trusts Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Helene Vivienne Wenzel

Ernest Fay Der

Michael Louis Freedman

Anne Elizabeth Thorkelson

Jonathan L Piper

Stephanie Ann Hood

Amy Lynn Hespenheide

Jessica Allison Kaplan

Hee Sun Kim

Arthur Charles Lipton

TIPS

LEGAL TERMS

CHARITABLE TRUST

ACCUMULATION TRUST

LIFE BENEFICIARY

BYPASS TRUST

AB TRUST

PUBLIC ADMINISTRATOR

WARRANTY DEED

INVENTORY

CERTIFIED COPY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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