San Luis Obispo Trusts Lawyer, California, page 4

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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
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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
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Curtis Vincent Abram

Litigation, Lawsuit & Dispute, Trusts, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

1212 Marsh St, San Luis Obispo, CA 93401

Gerald W Shipsey

Real Estate, Trusts, Wills & Probate

Status: Inactive Licensed: 72 Years

CONTACT

1248 Marsh St, San Luis Obispo, CA 93401

Robert Kevin Owens

Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 33 Years

CONTACT

1103 Johnson Ave, San Luis Obispo, CA 93401

Craig Stephen Ainsworth

Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

1103 Johnson Ave, San Luis Obispo, CA 93401

Benjamin J. Bourgault

Trusts

Status: In Good Standing

CONTACT

1103 Johnson Ave, San Luis Obispo, CA 93401

John Morford Pratt

Trusts, Estate, Divorce & Family Law, Business

Status: In Good Standing Licensed: 26 Years

CONTACT

1303 Higuera St, San Luis Obispo, CA 93401

Elisabeth Ann Lambert

Commercial Real Estate, Trusts, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

75 Santa Rosa St, San Luis Obispo, CA 93405

Dallas K Mosier

International Tax, Intellectual Property, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

Alicia M. Gamez

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

Douglas Buchanan

Estate Planning, Trusts, Wills & Probate, Trusts

Status: In Good Standing Licensed: 34 Years

CONTACT

1439 Marsh St, San Luis Obispo, CA 93401

800-923-0641

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LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

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 Luis Obispo Trusts Lawyer, California, page 4

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Curtis Vincent Abram

Gerald W Shipsey

Robert Kevin Owens

Craig Stephen Ainsworth

Benjamin J. Bourgault

John Morford Pratt

Elisabeth Ann Lambert

Dallas K Mosier

Alicia M. Gamez

Douglas Buchanan

TIPS

LEGAL TERMS

TRUSTEE

IRREVOCABLE TRUST

HEIR APPARENT

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

OFFICER

TRUST CORPUS

ADEMPTION

FINAL BENEFICIARY

ABATEMENT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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