San Marcos Estate Planning Lawyer, California

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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
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Includes: Gift Taxation

Ione Mary Rummery

Status: In Good Standing Licensed: 23 Years

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

John James Abbene

Real Estate, Gift Taxation, Employment Discrimination, Business

Status: In Good Standing

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

William Anthony Wurch

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

Jacqueline Marie Skay

Wills, Trusts, Estate Planning, Child Support

Status: In Good Standing

CONTACT

100 East San Marcos Boulevard, San Marcos, CA 92069

Alan Louis Geraci

Commercial Real Estate, Litigation, Estate Planning, Defamation & Slander

Status: In Good Standing Licensed: 41 Years

CONTACT

817 W San Marcos Blvd, San Marcos, CA 92078

Barbara Gervais Fischer

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

950 Boardwalk, San Marcos, CA 92078

Shawn Michael Spaulding

Tax, International, Gift Taxation, Estate

Status: In Good Standing Licensed: 10 Years

CONTACT

338 Via Vera Cruz, San Marcos, CA 92078

Charles Edward Hartley

Estate Planning, Employment, Contract, Business Organization, Bankruptcy

Status: In Good Standing

CONTACT

197 Woodland Pkwy, San Marcos, CA 92069

Sarah Melissa Gubler

Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

228 Navajo St, San Marcos, CA 92078

Brent Calvin Gardner

International, Gift Taxation, Tax

Status: In Good Standing Licensed: 17 Years

CONTACT

1286 Holmgrove Dr, San Marcos, CA 92078

800-923-0641

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LEGAL TERMS

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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.

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.

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.

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 Marcos Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Ione Mary Rummery

John James Abbene

William Anthony Wurch

Jacqueline Marie Skay

Alan Louis Geraci

Barbara Gervais Fischer

Shawn Michael Spaulding

Charles Edward Hartley

Sarah Melissa Gubler

Brent Calvin Gardner

TIPS

LEGAL TERMS

STATUTORY SHARE

SUCCESSOR TRUSTEE

INCOMPETENCE

SURVIVING SPOUSE'S TRUST

WILL

MINERAL RIGHTS

PROPERTY CONTROL TRUST

TRUSTEE

SPENDTHRIFT TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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