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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

Nan Dempsey Gelardo

Estate, Estate Planning, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

140 Encinitas Blvd, Encinitas, CA 92024

Susan Stricklin Wilson

Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

416 2nd St, Encinitas, CA 92024

Marcus Wu

Tax, Litigation, Gift Taxation

Status: In Good Standing Licensed: 27 Years

CONTACT

11710 El Camino Real, San Diego, CA 92130

Shane Martin Shelley

Tax, International, Gift Taxation, Venture Capital

Status: In Good Standing Licensed: 19 Years

CONTACT

12531 High Bluff Dr, San Diego, CA 92130

Richard Lee Kintz

Real Estate, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

12275 El Camino Real, San Diego, CA 92130

John William Sunnen

Other, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

1051 Cerro Largo Dr, Solana Beach, CA 92075

Jason Richard Schingler

Trusts, Gift Taxation, Estate Planning, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

462 Stevens Avenue, Solana Beach, CA 92075

Daniel Burke Crabtree

Visa, Trusts, Estate Planning, Contract

Status: In Good Standing Licensed: 49 Years

CONTACT

660 S Cedros Ave, Solana Beach, CA 92075

Jessica Lori Janov

Tax, Gift Taxation

Status: In Good Standing Licensed: 24 Years

CONTACT

13058 Portofino Dr, Del Mar, CA 92014

Debra Jean Vella

Trusts, Gift Taxation, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

12555 High Bluff Dr, San Diego, CA 92130

800-923-0641

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LEGAL TERMS

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.

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.

HEIR APPARENT

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

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.

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.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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, page 3

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Nan Dempsey Gelardo

Susan Stricklin Wilson

Marcus Wu

Shane Martin Shelley

Richard Lee Kintz

John William Sunnen

Jason Richard Schingler

Daniel Burke Crabtree

Jessica Lori Janov

Debra Jean Vella

TIPS

LEGAL TERMS

SECONDARY MEANING

GENERATION-SKIPPING TRANSFER TAX

HEIR APPARENT

SUMMARY PROBATE

TAKING AGAINST THE WILL

CERTIFIED COPY

MARITAL LIFE ESTATE TRUST

PERSONAL PROPERTY

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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