Sausalito Estate Planning Lawyer, California

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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

Jeffrey G. Gibson

Civil Rights, Estate Planning, Litigation, Natural Resources

Status: In Good Standing

FREE CONSULTATION

CONTACT

1388 Sutter Street, San Francisco, CA 94109

Louis Stevan Weller

Other, Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

2330 Marinship Way, Sausalito, CA 94965

Philip A Robb

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

591 Redwood Hwy, Mill Valley, CA 94941

Jennifer Dack Brooks

Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 27 Years

CONTACT

222 20Th Ave, San Francisco, CA 94121

Charmian D. Tunney

Litigation, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

Mill Valley, CA 94941

Juan Pelayo

Tax, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

2135 Lombard St, San Francisco, CA 94123

Douglas G. Murken

Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

2135 Lombard St, San Francisco, CA 94123

Randi Sue Teichman

Corporate Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

2135 Lombard St, San Francisco, CA 94123

Paul Howard Melbostad

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 43 Years

CONTACT

1388 Sutter St, San Francisco, CA 94109

John Peter Harbour

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 20 Years

CONTACT

2110 Divisadero St, San Francisco, CA 94115

800-923-0641

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LEGAL TERMS

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SURROGATE COURT

See probate court.

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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Sausalito Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Jeffrey G. Gibson

Louis Stevan Weller

Philip A Robb

Jennifer Dack Brooks

Charmian D. Tunney

Juan Pelayo

Douglas G. Murken

Randi Sue Teichman

Paul Howard Melbostad

John Peter Harbour

TIPS

LEGAL TERMS

AB TRUST

SUMMARY PROBATE

TRUSTEE POWERS

GENERATION-SKIPPING TRUST

SPENDTHRIFT TRUST

PER CAPITA

ENDOWMENT INSURANCE

ACCUMULATION TRUST

SURROGATE COURT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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