Santa Barbara County, CA Estate Planning Lawyers

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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
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Includes: Gift Taxation

Charles LeBeau

Accident & Injury, Personal Injury, Estate, Estate Planning

Status: In Good Standing Licensed: 45 Years

FREE CONSULTATION

CONTACT

312 E Cook St, Santa Maria, CA 93454

Stephen W. Erickson

Internet, Estate Planning, Employment, Contract

Status: In Good Standing Licensed: 26 Years

CONTACT

427 E Carrillo St, Santa Barbara, CA 93101

Christopher Carl Jones

International Tax, Estate Planning, Estate, Business & Trade

Status: Inactive Licensed: 52 Years

CONTACT

427 E Carrillo St, Santa Barbara, CA 93101

George Gary Short

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

1021 Anacapa St, Santa Barbara, CA 93101

Alexander Edward Saunders

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

15 W Carrillo St, Santa Barbara, CA 93101

Michael Edwin Pfau

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing

CONTACT

1421 State St, Santa Barbara, CA 93101

Philip Wylie Marking

Trusts, Gift Taxation, Estate, Employee Rights

Status: In Good Standing Licensed: 58 Years

CONTACT

222 E Carrillo St, Santa Barbara, CA 93101

Steven August Jung

Trusts, Estate Planning, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

1021 Anacapa St, Santa Barbara, CA 93101

Paul A Graziano

Class Action, International Tax, Estate Planning, Workers' Compensation, Civil Rights

Status: In Good Standing Licensed: 43 Years

CONTACT

317 E Carrillo St, Santa Barbara, CA 93101

Jason Stratos Sampas

Real Estate, Gift Taxation, Corporate, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

3463 State St, Santa Barbara, CA 93105

800-923-0641

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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.

DEED OF TRUST

See trust deed.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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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Santa Barbara County, CA Estate Planning Lawyers

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Charles LeBeau

Stephen W. Erickson

Christopher Carl Jones

George Gary Short

Alexander Edward Saunders

Michael Edwin Pfau

Philip Wylie Marking

Steven August Jung

Paul A Graziano

Jason Stratos Sampas

TIPS

LEGAL TERMS

EXEMPTION TRUST

ADMINISTRATRIX

DISINHERIT

RESIDUARY BENEFICIARY

DEED OF TRUST

LAPSE

SECONDARY MEANING

INTESTATE

TAKING AGAINST THE WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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