San Marcos Estate Planning Lawyer, California, page 2

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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

Howard Bennett Hellen

Wills, Estate Planning, Estate, Insurance

Status: In Good Standing Licensed: 35 Years

CONTACT

380 S Melrose Dr, Vista, CA 92083

Karen E. Black

Estate Planning, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 42 Years

CONTACT

144 E Washington Ave, Escondido, CA 92025

Robert Benjamin Kosse

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

2161 Buena Creek Rd, Vista, CA 92084

Barbara Gervais Fischer

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

950 Boardwalk, San Marcos, CA 92078

John George Yphantides

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

539 W Grand Ave, Escondido, CA 92025

John Rodney Tenery

Tax, Social Security, Estate Planning, Bankruptcy

Status: In Good Standing Licensed: 40 Years

CONTACT

1611-A S Melrose Dr, Vista, CA 92081

Constance Jean Larsen

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 38 Years

CONTACT

345 W 9Th Ave, Escondido, CA 92025

Susan Bartell Palay

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

2458 Unicornio St, Carlsbad, CA 92009

E. David Wininger

Lawsuit & Dispute, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 55 Years

CONTACT

380 S Melrose Dr, Vista, CA 92081

William Kegel Hogan

Real Estate, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 58 Years

CONTACT

225 E 3rd Ave, Escondido, CA 92025

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

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

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.'

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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, page 2

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Howard Bennett Hellen

Karen E. Black

Robert Benjamin Kosse

Barbara Gervais Fischer

John George Yphantides

John Rodney Tenery

Constance Jean Larsen

Susan Bartell Palay

E. David Wininger

William Kegel Hogan

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SELF-PROVING WILL

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUST CORPUS

GENERATION-SKIPPING TRUST

PROVING A WILL

SPRINKLING TRUST

PUBLISHED WORK

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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