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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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Includes: Estate Administration, Living Wills, Wills

Randall B Schmidt

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Estate, Wills & Probate, Trusts, Estate Planning, Estate Administration

Mr. Schmidt proudly represents his clients in all estate matters in the San Francisco and surrounding areas.

CONTACT

800-839-1531

555 California Street, San Francisco, CA 94104

Linda C Roodhouse

Estate Administration, Land Use & Zoning, Municipal, Wills & Probate

Status: In Good Standing

CONTACT

1999 Harrison Street, Oakland, CA 94612

Julia P. Wald

Wills, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

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1108 5th Avenue, San Rafael, CA 94901

Robert M. Desky

Business Organization, Banking & Finance, Wills & Probate, Construction

Status: In Good Standing

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411 Borel Avenue, San Mateo, CA 94402

Susan J Bayerd

Corporate, Environmental Law, Wills & Probate, Real Estate

Status: In Good Standing

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155 Bovet Road, San Mateo, CA 94402

Caroline Hinshaw

Estate Planning, Trusts, Wills & Probate

Status: In Good Standing

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425 California Street, San Francisco, CA 94104

Francisco Gutierrez

Banking & Finance, Wills & Probate, Health Care, Land Use & Zoning

Status: In Good Standing

CONTACT

605 Market Street, San Francisco, CA 94105

Heather D. Volante

Estate, Trusts, Estate Administration, Power of Attorney, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

685 McAllister St, San Francisco, CA 94102

Samuel Pooler

Divorce & Family Law, Bankruptcy & Debt, Trusts, Wills & Probate

Status: In Good Standing Licensed: 14 Years

CONTACT

212 9th Street, Oakland, CA 94607

Carolyn Mary Baulsier

Estate, Estate Administration, Trusts, Elder Law, Wills & Probate

Status: In Good Standing Licensed: 30 Years

FREE CONSULTATION

CONTACT

3701 Sacramento St, San Francisco, CA 94118

800-923-0641

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LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

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.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

DEED OF TRUST

See trust deed.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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San Francisco Wills & Probate Lawyer, California

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Randall B Schmidt

Linda C Roodhouse

Julia P. Wald

Robert M. Desky

Susan J Bayerd

Caroline Hinshaw

Francisco Gutierrez

Heather D. Volante

Samuel Pooler

Carolyn Mary Baulsier

TIPS

LEGAL TERMS

QTIP TRUST

ALTERNATE BENEFICIARY

ANCILLARY PROBATE

RESIDUARY BENEFICIARY

RULE AGAINST PERPETUITIES

PROVING A WILL

CONTINGENT BENEFICIARY

DEED OF TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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