San Ramon Estate Planning Lawyer, California

Sponsored Law Firm

x
Click For More Info:

Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
Working With Excellent Attorneys

Our goal is to have our core areas of practice rank among the top in the legal community.

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Bart J. Schenone

Estate, Trusts, Estate Planning, Elder Law, Estate Administration

Status: Retired Licensed: 50 Years

FREE CONSULTATION

CONTACT

140 Town & Country Dr, Danville, CA 94526

Carol Joyce Kern

Tax, International, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 32 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Patricia Askey Leong

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

3180 Crow Canyon Pl, San Ramon, CA 94583

Allen Thompson Ratcliffe

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 35 Years

CONTACT

3150 Crow Canyon Pl, San Ramon, CA 94583

Loren Leslie Barr

Landlord-Tenant, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

318 Diablo Rd, Danville, CA 94526

Gary Steven Costello

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

7080 Donlon Way, Pleasanton, CA 94568

Nickolas Paul Tooliatos

Dispute Resolution, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

5000 Hopyard Rd, Pleasanton, CA 94588

Jon Brent Vasconcellos

International, Oil & Gas, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 25 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Matthew David Noerper

Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

6001 Bollinger Canyon Rd, San Ramon, CA 94583

Susan Elizabeth Keeler

Tax, Gift Taxation

Status: In Good Standing

CONTACT

6001 Bollinger Canyon Road, San Ramon, CA 94583

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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.'

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

CERTIFICATION OF TRUST

See abstract of trust.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

San Ramon Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Bart J. Schenone

Carol Joyce Kern

Patricia Askey Leong

Allen Thompson Ratcliffe

Loren Leslie Barr

Gary Steven Costello

Nickolas Paul Tooliatos

Jon Brent Vasconcellos

Matthew David Noerper

Susan Elizabeth Keeler

TIPS

LEGAL TERMS

BENEFICIARY

INTER VIVOS TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

GENERATION-SKIPPING TRANSFER TAX

QDOT TRUST

INCOMPETENCE

BANKRUPTCY ESTATE

CERTIFICATION OF TRUST

REMAINDERMAN

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details