Solana Beach 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

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

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12526 High Bluff Drive, San Diego, CA 92130

Elizabeth Anne Tresp

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Tomer Taylor Gutman

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

462 Stevens Ave, Solana Beach, CA 92075

Mary Katharine Davidson

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

420 Loma Larga Dr, Solana Beach, CA 92075

Judy Kolodny Pressman

Estate Planning

Status: Inactive Licensed: 49 Years

CONTACT

4770 Sun Valley Rd, Del Mar, CA 92014

Charles S. LiMandri

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 41 Years

CONTACT

Rancho Santa Fe, CA 92067

Nancy Gundermann Henderson

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

12760 High Bluff Dr, San Diego, CA 92130

Susan Brindis Phillips

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

12750 High Bluff Dr, San Diego, CA 92130

Phillip Lee Jelsma

Real Estate, Industry Specialties, Gift Taxation, Business

Status: In Good Standing Licensed: 38 Years

CONTACT

12750 High Bluff Dr, San Diego, CA 92130

Kristen Elizabeth Caverly

Litigation, Intellectual Property, Trusts, Estate Planning

Status: In Good Standing

CONTACT

12760 High Bluff Dr, San Diego, CA 92130

800-923-0641

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LEGAL TERMS

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.'

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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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Solana Beach Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Shannon Howell

Elizabeth Anne Tresp

Tomer Taylor Gutman

Mary Katharine Davidson

Judy Kolodny Pressman

Charles S. LiMandri

Nancy Gundermann Henderson

Susan Brindis Phillips

Phillip Lee Jelsma

Kristen Elizabeth Caverly

TIPS

LEGAL TERMS

TRUSTEE

OFFICER

CERTIFIED COPY

DISCHARGE (OF PROBATE ADMINISTRATOR)

PETITION

HEIR APPARENT

TRUST CORPUS

CONTINGENT BENEFICIARY

CONSERVATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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